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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
2451	RIM Ranger International Management Lake Forest, Illinois	$189K	-$236K	1	0.08%	Reduced
2452	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$179K	+$90K	2	0.11%	Increased
2453	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$159K	$0	1	0.09%	Maintained
2454	JAM Jolley Asset Management Rocky Mount, North Carolina	$158K	-$3.43M	4	0.13%	Reduced
2455	MIM Merit Investment Management Wilmington, Delaware	$149K	$0	1	0.18%	Maintained
2456	MAS Madden Advisory Services Jacksonville, Florida	$131K	+$23.7K	5	0.11%	Increased
2457	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$130K	+$4.75K	3	0.1%	Increased
2458	KA Kerrisdale Advisers Miami, Florida	$128K	-$5.14M	1	0.06%	Reduced
2459	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$110K	+$74.3K	4	0.3%	Increased
2460	NHFG New Harbor Financial Group Worcester, Massachusetts	$96K	$0	3	0.11%	Maintained
2461	NMLIC Northwestern Mutual Life Insurance Company Milwaukee, Wisconsin	$93K	+$156K	1	0.05%	Increased
2462	HP Harbourvest Partners Boston, Massachusetts	$91K	-$781K	1	0.53%	Reduced
2463	CP Corbenic Partners Bethlehem, Pennsylvania	$89K	+$85.1K	3	0.12%	Increased
2464	EMA Efficient Market Advisors San Diego, California	$89K	-$16.4K	3	0.03%	Reduced
2465	AA Alta Advisers London, United Kingdom	$79K	-$47.2K	3	0.03%	Reduced
2466	Orbis Holdings Hamilton, Bermuda	$76K	-$227M	1	0%	Reduced
2467	ACMI Amida Capital Management II New York	$67K	-$535K	1	0.03%	Reduced
2468	MIM Macroview Investment Management Bethesda, Maryland	$49K	+$323	7	0.08%	Increased
2469	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$33.7K	-$557	3	5.2%	Reduced
2470	SMA Simply Money Advisors Cincinnati, Ohio	$25K	-$207K	4	0%	Reduced
2471	WCM Wealthcare Capital Management Richmond, Virginia	$21K	-$2.11K	3	0%	Reduced
2472	EU Emory University Atlanta, Georgia	$20K	$0	4	0.01%	Maintained
2473	PFG Pacific Financial Group Bellevue, Washington	$13K	$0	1	0.01%	Maintained
2474	IFWM Institute for Wealth Management Denver, Colorado	$7K	-$950	2	0%	Reduced
2475	DA Denali Advisors San Diego, California	$3K	$0	1	0%	Maintained