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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	SA swisspartners Advisors Zurich, Switzerland	$185K	$0	1	0.16%	Maintained
5677	LIA Luken Investment Analytics Brentwood, Tennessee	$172K	-$15.6K	3	0.1%	Reduced
5678	Millburn Ridgefield Corp New York	$172K	-$41.5K	2	0.01%	Reduced
5679	DCM Disciplina Capital Management Nashville, Tennessee	$170K	$0	2	0.04%	Maintained
5680	GG Gleason Group Prospect, Kentucky	$170K	+$566	3	0.04%	Increased
5681	EC Elequin Capital New York	$167K	-$79.5K	7	0.03%	Reduced
5682	EFMH E Fund Management (HK) Central, Hong Kong	$166K	-$1.42M	3	0.1%	Reduced
5683	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$165K	-$45.6K	3	0.12%	Reduced
5684	AS AM Squared Hong Kong	$149K	-$890K	5	0.23%	Reduced
5685	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$146K	-$84.3K	4	0.12%	Reduced
5686	SCM Springhouse Capital Management Westport, Connecticut	$142K	$0	1	0.26%	Maintained
5687	JCP JB Capital Partners Armonk, New York	$130K	$0	1	0.03%	Maintained
5688	ACM Atalaya Capital Management New York	$130K	$0	1	0.14%	Maintained
5689	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$127K	-$4.9K	13	0.05%	Reduced
5690	TFG Team Financial Group Temecula, California	$118K	+$122K	4	0.1%	New
5691	PLU Performa Ltd (US) Charleston, South Carolina	$113K	+$17.2K	11	0.05%	Increased
5692	AC Antara Capital New York	$94.5K	$0	1	0.01%	Maintained
5693	NAM Nexpoint Asset Management Dallas, Texas	$90.2K	-$10.2M	1	0.01%	Reduced
5694	PS PayPay Securities Tokyo, Japan	$82.2K	+$33.2K	12	3.75%	Increased
5695	MG MilWealth Group Milwaukee, Wisconsin	$80.8K	-$13.9K	2	0.03%	Reduced
5696	ICM ISZO Capital Management New York	$79.6K	+$157K	1	4.4%	New
5697	HLAM Hidden Lake Asset Management New York	$69K	+$68.6K	1	0.08%	New
5698	APW Atlantic Private Wealth Chapel Hill, North Carolina	$68.9K	+$7.11K	3	0.07%	Increased
5699	ECM Engine Capital Management New York	$67.4K	-$37.6M	1	0.02%	Reduced
5700	SOA Sea Otter Advisors Miami, Florida	$59.9K	+$8.43K	1	0.03%	Increased