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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
2426	SH Scepter Holdings Fort Worth, Texas	$211K	+$227K	1	0.05%	New
2427	WCM Wallace Capital Management Dallas, Texas	$211K	+$200K	1	0.06%	New
2428	AWM Affinity Wealth Management Wilmington, Delaware	$209K	+$223K	1	0.1%	New
2429	PM Parametrica Management Wanchai, Hong Kong	$204K	+$209K	1	5.07%	New
2430	WCM Weatherstone Capital Management Denver, Colorado	$202K	+$204K	1	0.09%	New
2431	NRCM Northern Right Capital Management Darien, Connecticut	$179K	+$188K	1	0.13%	New
2432	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$155K	+$139K	1	0.1%	New
2433	MIM Merit Investment Management Wilmington, Delaware	$155K	+$147K	1	0.14%	New
2434	TAL TIG Advisors LLC New York	$139K	+$268K	1	0.02%	New
2435	AA Alta Advisers London, United Kingdom	$127K	+$129K	3	0.05%	New
2436	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$127K	+$130K	3	0.09%	New
2437	CCM Catapult Capital Management New York	$125K	+$116K	1	0.05%	New
2438	EMA Efficient Market Advisors San Diego, California	$108K	+$104K	3	0.04%	New
2439	MAS Madden Advisory Services Jacksonville, Florida	$106K	+$107K	5	0.09%	New
2440	PFG Piershale Financial Group Barrington, Illinois	$103K	+$229K	5	0.2%	New
2441	AAP Ardsley Advisory Partners Stamford, Connecticut	$101K	+$93.1K	1	0.02%	New
2442	NHFG New Harbor Financial Group Worcester, Massachusetts	$94K	+$93.9K	3	0.14%	New
2443	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$84K	+$79.6K	1	0.06%	New
2444	ACM Axel Capital Management New York	$83K	+$81.6K	1	10.35%	New
2445	SIIU Scotia Institutional Investments US Berwyn, Pennsylvania	$67K	+$69.8K	2	0.13%	New
2446	ACM Argonaut Capital Management New York	$66K	+$70.4K	1	0.03%	New
2447	MIM Macroview Investment Management Bethesda, Maryland	$48K	+$47K	7	0.05%	New
2448	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$35.3K	+$35K	4	5.67%	New
2449	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$34K	+$36.1K	5	0.14%	New
2450	WCM Wealthcare Capital Management Richmond, Virginia	$23K	+$23.1K	3	0%	New