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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
5651	PS PayPay Securities Tokyo, Japan	$83.7K	-$42.7K	11	5.59%	Reduced
5652	DCM Disciplina Capital Management Nashville, Tennessee	$56.8K	-$7.11K	2	0.01%	Reduced
5653	WFA Wells Financial Advisors Framingham, Massachusetts	$49K	$0	1	0.04%	Maintained
5654	APW Atlantic Private Wealth Chapel Hill, North Carolina	$47.3K	+$46.3K	3	0.05%	New
5655	CFG CNO Financial Group Carmel, Indiana	$43.6K	$0	1	0.12%	Maintained
5656	First Command Advisory Services Fort Worth, Texas	$40.8K	+$36.2K	12	0%	Increased
5657	TCM Tanaka Capital Management New York	$40K	$0	1	0.12%	Maintained
5658	DCP Distillate Capital Partners Chicago, Illinois	$38.1K	-$9.9K	3	9.79%	Reduced
5659	AP Advisors Preferred Rockville, Maryland	$34.8K	-$558K	2	0.01%	Reduced
5660	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$30.5K	-$224K	2	0%	Reduced
5661	LPC Lion Point Capital New York	$28.8K	-$25K	1	0.01%	Reduced
5662	Cowen and Company New York	$23.8K	-$1.13M	1	0%	Reduced
5663	CI Cordant Inc Portland, Oregon	$17.2K	+$11.7K	2	0.01%	Increased
5664	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$11.9K	-$2.12K	5	0.01%	Reduced
5665	SWG Summit Wealth Group White River Junction, Vermont	$6K	+$179M	11	0.14%	New
5666	FIG Fortress Investment Group New York	$2.38K	$0	1	0%	Maintained
5667	2L 22NW LP Seattle, Washington	$0	-$8.81M	0	–	Closed
5668	A Accenture Dublin, Ireland	$0	-$254M	0	–	Closed
5669	AMC AKKR Management Company Menlo Park, California	$0	-$6.34M	0	–	Closed
5670	AAM Alken Asset Management London, United Kingdom	$0	$0	1	0%	Maintained
5671	Alpha Wave Global New York	$0	-$3.21M	0	–	Closed
5672	AC AMANSA Capital Raffles City Tower, Singapore	$0	-$78.8M	0	–	Closed
5673	ACA Apis Capital Advisors New York	$0	-$2.16M	0	–	Closed
5674	AAM Arabesque Asset Management London, United Kingdom	$0	-$20.1M	0	–	Closed
5675	APCM Arbiter Partners Capital Management New York	$0	-$444K	0	–	Closed