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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
2326	JP Jana Partners New York	$2.06M	+$2.19M	1	0.03%	New
2327	MSP Madison Street Partners Denver, Colorado	$2.06M	+$50.7K	1	1.93%	Increased
2328	NCA New Century Advisors Chevy Chase, Maryland	$2.06M	+$2M	1	1.73%	New
2329	HCM Harvest Capital Management Concord, New Hampshire	$2.05M	-$70.4K	2	1.07%	Reduced
2330	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$2.05M	-$2.96M	4	0.39%	Reduced
2331	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$2.04M	-$3.64M	1	0.54%	Reduced
2332	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$2.04M	+$65.8K	3	1.51%	Increased
2333	SGC South Georgia Capital Naperville, Illinois	$2.03M	+$1.97M	3	1.26%	New
2334	SAM Summit Asset Management Memphis, Tennessee	$2M	-$75.6K	2	1.58%	Reduced
2335	Caxton Associates (New York) New York	$2M	-$15M	2	0.06%	Reduced
2336	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$2M	+$1.63M	1	0.07%	Increased
2337	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$1.99M	+$76.6K	4	1.67%	Increased
2338	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$1.99M	+$483K	5	1.78%	Increased
2339	CK Carnick & Kubik Colorado Springs, Colorado	$1.98M	+$17K	5	1.79%	Increased
2340	CPO Cerity Partners OCIO New York	$1.98M	-$56.5K	3	0.34%	Reduced
2341	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.98M	+$1.91M	2	1.28%	New
2342	CIA Covington Investment Advisors Ligonier, Pennsylvania	$1.98M	-$5.35M	3	1.27%	Reduced
2343	PWAG Polaris Wealth Advisory Group San Rafael, California	$1.98M	+$773K	6	0.49%	Increased
2344	UAS United Asset Strategies Garden City, New York	$1.98M	+$902K	3	1.36%	Increased
2345	IMS Index Management Solutions Philadelphia, Pennsylvania	$1.97M	+$640K	17	0.5%	Increased
2346	MVA Mount Vernon Associates Baltimore, Maryland	$1.96M	+$60.4K	2	5.14%	Increased
2347	HIS Horizon Investment Services Hammond, Indiana	$1.96M	+$1.78M	1	1.18%	New
2348	FLAM First Light Asset Management Edina, Minnesota	$1.95M	+$2.05M	1	1.66%	New
2349	WA Winfield Associates Cleveland, Ohio	$1.95M	+$1.87M	6	1.6%	New
2350	FA FCG Advisors Chatham, New Jersey	$1.95M	+$512K	3	1.31%	Increased