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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
5526	EA Elm Advisors Burlingame, California	$203K	-$1.31M	1	0.27%	Reduced
5527	RBC Rye Brook Capital Greenwich, Connecticut	$202K	-$54.2K	1	0.08%	Reduced
5528	GCM Gator Capital Management Tampa, Florida	$201K	$0	1	0.15%	Maintained
5529	LC Littlejohn & Co Greenwich, Connecticut	$196K	$0	1	0.05%	Maintained
5530	4FG 4Thought Financial Group Syosset, New York	$179K	$0	1	0.16%	Maintained
5531	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$175K	+$3.43K	17	0.07%	Increased
5532	Capricorn Investment Group Palo Alto, California	$158K	+$167K	2	0.02%	New
5533	CCM Cutler Capital Management Worcester, Massachusetts	$154K	-$603K	1	0.05%	Reduced
5534	CFG Claremont Financial Group Claremont, California	$148K	+$148K	2	0.63%	New
5535	KIG Kessler Investment Group Columbus, Indiana	$139K	-$24.6K	5	0.08%	Reduced
5536	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$129K	+$84.4K	2	0.16%	Increased
5537	MG MilWealth Group Milwaukee, Wisconsin	$108K	-$16K	4	0.04%	Reduced
5538	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$104K	+$23.7K	6	0.02%	Increased
5539	GWA Gibson Wealth Advisors Tyler, Texas	$101K	$0	3	0.1%	Maintained
5540	DCM Disciplina Capital Management Nashville, Tennessee	$97.4K	-$41.4K	3	0.02%	Reduced
5541	ICMH Integrity Capital Management (HK) Central, Hong Kong	$95K	+$143K	2	0.49%	New
5542	SC Saban Cheryl	$84K	$0	1	16.97%	Maintained
5543	OCM Ovata Capital Management Hong Kong	$83K	-$1.12M	8	0.03%	Reduced
5544	AWA Artemis Wealth Advisors New York	$68.1K	-$36.4K	1	0.01%	Reduced
5545	WA Win Advisors Palm Beach Gardens, Florida	$62K	+$60.2K	3	0.02%	New
5546	WH Wolfswood Holdings New York	$61K	+$78.3K	1	0.25%	New
5547	CCS Crosspoint Capital Strategies Orinda, California	$54K	+$52.4K	2	0.15%	New
5548	WFA Wells Financial Advisors Framingham, Massachusetts	$52K	$0	1	0.04%	Maintained
5549	PLU Performa Ltd (US) Charleston, South Carolina	$47K	+$26.2K	9	0.03%	Increased
5550	BWS BCR Wealth Strategies Vestavia, Alabama	$45K	$0	1	0.04%	Maintained