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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
5676	MC Meteora Capital Boca Raton, Florida	$185K	+$232K	1	0.03%	New
5677	SCM Springhouse Capital Management Westport, Connecticut	$173K	$0	1	0.29%	Maintained
5678	CCA Castle Creek Arbitrage Avon, Colorado	$172K	-$4.49M	1	0.02%	Reduced
5679	DCM Disciplina Capital Management Nashville, Tennessee	$166K	+$90.1K	2	0.03%	Increased
5680	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$163K	$0	1	0.08%	Maintained
5681	RA Raffles Associates New York	$162K	+$191K	1	0.22%	New
5682	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$137K	-$6.98K	13	0.05%	Reduced
5683	AC Antara Capital New York	$135K	-$33.8M	1	0%	Reduced
5684	B BP London, United Kingdom	$120K	-$1.32M	1	0.89%	Reduced
5685	PLU Performa Ltd (US) Charleston, South Carolina	$111K	-$9.33K	11	0.05%	Reduced
5686	TAM Timucuan Asset Management Jacksonville, Florida	$105K	-$13.2M	1	0%	Reduced
5687	MG MilWealth Group Milwaukee, Wisconsin	$100K	$0	2	0.04%	Maintained
5688	VVA Vintage Ventures Advisors Herzliya, Israel	$97.6K	+$109K	1	0.72%	New
5689	XC XY Capital Central, Hong Kong	$93.4K	+$90.2K	1	0.07%	New
5690	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$92.9K	-$2.68M	1	0.06%	Reduced
5691	PHAM Portland Hill Asset Management London, United Kingdom	$79K	$0	2	0.19%	Maintained
5692	PS PayPay Securities Tokyo, Japan	$76.2K	-$19.8K	11	4.68%	Reduced
5693	EP Elkhorn Partners Omaha, Nebraska	$75K	+$81.3K	1	0.05%	New
5694	SOA Sea Otter Advisors Miami, Florida	$67.8K	+$47.9K	2	0.04%	New
5695	APW Atlantic Private Wealth Chapel Hill, North Carolina	$65.8K	+$12.9K	2	0.07%	Increased
5696	UFM Ursa Fund Management Danville, California	$59.6K	-$101K	1	0.01%	Reduced
5697	WFA Wells Financial Advisors Framingham, Massachusetts	$57.9K	$0	1	0.04%	Maintained
5698	CFG CNO Financial Group Carmel, Indiana	$50.1K	$0	1	0.18%	Maintained
5699	SL Savior LLC Wellesley Hills, Massachusetts	$37.4K	-$238K	3	0.15%	Reduced
5700	TCM Tanaka Capital Management New York	$36K	$0	1	0.1%	Maintained