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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
5551	CFG CNO Financial Group Carmel, Indiana	$40K	$0	1	0.04%	Maintained
5552	TCM Tanaka Capital Management New York	$38K	$0	1	0.08%	Maintained
5553	MFG Monumental Financial Group Rockville, Maryland	$35K	+$34.7K	3	0.03%	New
5554	SONA Asset Management (US) New York	$30K	-$43.2K	1	0.02%	Reduced
5555	HMS Hanseatic Management Services Albuquerque, New Mexico	$29K	-$2.41M	2	0.05%	Reduced
5556	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$26K	+$9.77K	1	0.01%	Increased
5557	Peconic Partners New York	$21K	$0	1	0%	Maintained
5558	TCA Teewinot Capital Advisers New York	$15K	$0	1	0%	Maintained
5559	NWM Navigation Wealth Management Fort Collins, Colorado	$12K	-$4.32K	2	0.11%	Reduced
5560	FQ First Quadrant Glendale, California	$10K	-$88.6M	1	0.06%	Reduced
5561	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$10K	-$1.06K	7	0.01%	Reduced
5562	ONST Old North State Trust Greensboro, North Carolina	$5.03K	-$5.03M	3	4.03%	Reduced
5563	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	-$1K	1	0.04%	Reduced
5564	1I 1888 Investments Denver, Colorado	$0	-$476K	0	–	Closed
5565	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$0	-$29.7M	0	–	Closed
5566	AOGP Addition One General Partner New York	$0	-$3.18M	0	–	Closed
5567	AC Albar Capital London, United Kingdom	$0	-$2.59M	0	–	Closed
5568	AIM Anatole Investment Management Central, Hong Kong	$0	-$324M	0	–	Closed
5569	ACM Anfield Capital Management Irvine, California	$0	-$1.06M	0	–	Closed
5570	AA Antipodean Advisors New York	$0	-$8.82M	0	–	Closed
5571	AC Applied Capital Little Rock, Arkansas	$0	-$205K	0	–	Closed
5572	ACM Ardent Capital Management Cincinnati, Ohio	$0	-$205K	0	–	Closed
5573	ACM Arrow Capital Management New York	$0	-$4.36M	0	–	Closed
5574	ACM Atalaya Capital Management New York	$0	-$1.13M	0	–	Closed
5575	AP Atlas Principals Charlotte, North Carolina	$0	-$2.29M	0	–	Closed