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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
2551	MCM Monarch Capital Management Fort Wayne, Indiana	$29M	+$599K	4	6.65%	Increased
2552	RIM Redwood Investment Management Scottsdale, Arizona	$29M	+$7.13M	13	2.88%	Increased
2553	SAS Stelac Advisory Services New York	$29M	+$1.41M	4	5.4%	Increased
2554	SC Searle & Co Greenwich, Connecticut	$29M	+$292K	6	6.51%	Increased
2555	PCM Palestra Capital Management New York	$29M	-$149M	1	0.98%	Reduced
2556	KFA Kelleher Financial Advisors New York	$29M	+$11.7M	20	4.11%	Increased
2557	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$28.9M	+$16.2M	8	16.39%	Increased
2558	SCM Stanley Capital Management Houston, Texas	$28.9M	-$8.34M	2	3.83%	Reduced
2559	NW N10 Wealth Greenwich, Connecticut	$28.9M	+$29.3M	5	10.25%	New
2560	LSWM Lorne Steinberg Wealth Management Montreal, Quebec, Canada	$28.9M	+$1.09M	4	5.93%	Increased
2561	SB Strategic Blueprint Atlanta, Georgia	$28.9M	+$372K	9	1.44%	Increased
2562	TA Tactive Advisors Jacksonville, Florida	$28.8M	+$517K	8	7.1%	Increased
2563	ACM Aljian Capital Management Carson City, Nevada	$28.8M	-$661K	7	5.34%	Reduced
2564	SCM Stonebridge Capital Management Los Angeles, California	$28.8M	-$4.49M	5	13.88%	Reduced
2565	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$28.8M	+$9.56M	19	5.41%	Increased
2566	HAS HBW Advisory Services Simi Valley, California	$28.8M	+$1.81M	11	2.6%	Increased
2567	ISWM Independent Solutions Wealth Management Williamsville, New York	$28.8M	-$3.65M	6	3.75%	Reduced
2568	RWM Rench Wealth Management Denton, Texas	$28.8M	+$2.96M	5	7.72%	Increased
2569	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$28.7M	-$5.62M	7	2.47%	Reduced
2570	SFO Stokes Family Office New Orleans, Louisiana	$28.7M	-$2.14M	5	3.35%	Reduced
2571	AP Anchyra Partners Atlanta, Georgia	$28.7M	-$411K	19	6.89%	Reduced
2572	3IP 3Chopt Investment Partners Richmond, Virginia	$28.7M	+$2.42M	12	5.39%	Increased
2573	OC Oarsman Capital Milwaukee, Wisconsin	$28.6M	-$2.29M	9	3.03%	Reduced
2574	AIC Aurora Investment Counsel Atlanta, Georgia	$28.6M	+$3.5M	18	14.72%	Increased
2575	EI Ellevest Inc New York	$28.6M	+$1.14M	25	3.37%	Increased