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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
6701	PLU Performa Ltd (US) Charleston, South Carolina	$42.6K	-$11.1K	5	0.01%	Reduced
6702	First Beijing Investment Ltd Hong Kong	$37.7K	+$34.5K	1	0%	New
6703	BC Bulwark Capital Fernandina Beach, Florida	$31.8K	+$27.8K	1	0.03%	New
6704	BCWM Ball & Co Wealth Management Franklin, Tennessee	$28K	$0	1	0.03%	Maintained
6705	EC Elequin Capital New York	$5.05K	-$78.9M	3	0%	Reduced
6706	AIA Arcadia Investment Advisors Eagle, Idaho	$4.41K	+$3.47K	1	0%	New
6707	PFA Pillar Financial Advisors Louisville, Kentucky	$3.43K	$0	2	0%	Maintained
6708	RIM Ryan Investment Management Basalt, Colorado	$3.08K	+$3.07K	1	0%	New
6709	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$2.76K	+$2.17K	1	0%	New
6710	5SA 5th Street Advisors Southport, Connecticut	$0	-$274K	0	–	Closed
6711	6CM 683 Capital Management New York	$0	-$1.63M	0	–	Closed
6712	Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida	$0	-$177M	0	–	Closed
6713	AH Capital Management Menlo Park, California	$0	-$153M	0	–	Closed
6714	ASM AI-Squared Management Hong Kong	$0	-$3.76M	0	–	Closed
6715	APF Alaska Permanent Fund Juneau, Alaska	$0	-$93.8M	0	–	Closed
6716	AH Allen Holding New York	$0	-$2.56M	0	–	Closed
6717	AIP Arrowpoint Investment Partners Singapore	$0	-$14.9M	0	–	Closed
6718	AWA Authentikos Wealth Advisory Morgan Hill, California	$0	-$3.4M	0	–	Closed
6719	ACP Aveo Capital Partners Englewood, Colorado	$0	-$4.11M	0	–	Closed
6720	Baupost Group Boston, Massachusetts	$0	-$42.4M	0	–	Closed
6721	BCM Beaumont Capital Management Boston, Massachusetts	$0	-$776K	0	–	Closed
6722	BlueCrest Capital Management St Helier, Jersey	$0	-$225K	0	–	Closed
6723	BGC Blue Grotto Capital Atlanta, Georgia	$0	-$20.5M	0	–	Closed
6724	BU Brown University Providence, Rhode Island	$0	-$4.39M	0	–	Closed
6725	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$0	-$8.4M	0	–	Closed