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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
2401	BTCOSD Bankers Trust Company of South Dakota Des Moines, Iowa	$355K	$0	1	0.24%	Maintained
2402	AMG Asset Management Group Stamford, Connecticut	$345K	+$2.92K	1	0.22%	Increased
2403	MI Mercer Investments Boston, Massachusetts	$344K	+$100K	2	0.78%	Increased
2404	W.H. Reaves & Co Jersey City, New Jersey	$343K	$0	1	0.01%	Maintained
2405	WCM Weintraub Capital Management Lafayette, California	$333K	+$329K	1	1.3%	New
2406	DRGI del Rey Global Investors Los Angeles, California	$330K	+$327K	1	0.52%	New
2407	Brinker Capital Investments Berwyn, Pennsylvania	$329K	-$40.6K	3	0.01%	Reduced
2408	BTCR Bankers Trust Cedar Rapids Cedar Rapids, Iowa	$318K	+$327K	1	6.75%	New
2409	CCM Cutler Capital Management Worcester, Massachusetts	$318K	-$95.4K	1	0.13%	Reduced
2410	PCI Pacifica Capital Investments Leander, Texas	$318K	$0	1	0.21%	Maintained
2411	OAM Orinda Asset Management Lafayette, California	$317K	+$21.1K	2	0.99%	Increased
2412	FA Financial Advantage Columbia, Maryland	$316K	-$10.4K	3	0.27%	Reduced
2413	GA Geller Advisors New York	$311K	+$18.7K	1	0.23%	Increased
2414	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$311K	-$329K	1	0.29%	Reduced
2415	PGH Partners Group Holding Baar-Zug, Switzerland	$300K	-$679K	1	0.08%	Reduced
2416	RCA Rex Capital Advisors Providence, Rhode Island	$299K	$0	1	0.33%	Maintained
2417	KL Kinsight LLC Birmingham, Alabama	$291K	$0	1	0.18%	Maintained
2418	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$286K	-$405K	1	0.01%	Reduced
2419	PM Parametrica Management Wanchai, Hong Kong	$276K	+$45.9K	1	3.44%	Increased
2420	TAM Timucuan Asset Management Jacksonville, Florida	$276K	$0	1	0.04%	Maintained
2421	SP Steelhead Partners Seattle, Washington	$275K	-$271K	1	0.03%	Reduced
2422	QC QCM Cayman Houston, Texas	$269K	+$247K	1	0.16%	New
2423	TFCP Twin Focus Capital Partners Boston, Massachusetts	$269K	+$44K	1	0.26%	Increased
2424	GI Glovista Investments Jersey City, New Jersey	$268K	$0	1	0.05%	Maintained
2425	Valmark Advisers Akron, Ohio	$268K	$0	1	0.01%	Maintained