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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
2576	DIM DLK Investment Management Solana Beach, California	$28.6M	-$4.8M	6	12.17%	Reduced
2577	RS Rakuten Securities Tokyo, Japan	$28.6M	+$9.16M	56	6.65%	Increased
2578	ST Somerset Trust Somerset, Pennsylvania	$28.6M	-$1.49M	6	8.09%	Reduced
2579	SCP Sender Company & Partners New York	$28.6M	+$26.8M	6	8.29%	Increased
2580	GL Governors Lane New York	$28.6M	+$23.9M	2	2.39%	Increased
2581	MJFG Mars Jewett Financial Group Bellevue, Washington	$28.6M	+$303K	1	5.78%	Increased
2582	DA Dover Advisors Richmond, Virginia	$28.6M	+$869K	7	11.69%	Increased
2583	LWA Lineweaver Wealth Advisors Valley View, Ohio	$28.5M	-$405K	5	3.38%	Reduced
2584	TW Tempo Wealth Independence, Ohio	$28.5M	+$2.95M	9	4.22%	Increased
2585	NIM Nexus Investment Management Toronto, Ontario, Canada	$28.5M	-$52.6K	2	3.72%	Reduced
2586	MAM Montanaro Asset Management London, United Kingdom	$28.5M	-$10.4M	3	8.98%	Reduced
2587	IAS IMA Advisory Services Denver, Colorado	$28.5M	+$1.44M	33	1.78%	Increased
2588	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$28.4M	+$31M	3	3.16%	New
2589	RCM RB Capital Management Reno, Nevada	$28.4M	-$2.99M	9	5.53%	Reduced
2590	CMT Capital Markets Trading Frankfurt, Germany	$28.4M	-$4.97M	7	0.24%	Reduced
2591	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$28.3M	+$3.99M	12	13.25%	Increased
2592	FF Fluent Financial Dallas, Texas	$28.3M	+$24.1M	13	10.1%	Increased
2593	GPWM Grant Private Wealth Management Pleasanton, California	$28.3M	+$2.95M	15	11.92%	Increased
2594	UCMOK United Capital Management of KS Salina, Kansas	$28.2M	+$357K	3	3.7%	Increased
2595	COI Connable Office Inc Kalamazoo, Michigan	$28.2M	-$426K	14	2.48%	Reduced
2596	BPMC Buckland Partners Management Co Harrison, New York	$28.2M	+$1.02M	19	13.82%	Increased
2597	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$28.2M	-$3.34M	16	5.98%	Reduced
2598	LFP Leeward Financial Partners Bellevue, Washington	$28.2M	-$380K	8	7.39%	Reduced
2599	ACM Aster Capital Management Dubai, United Arab Emirates	$28.2M	+$21.4M	43	5.99%	Increased
2600	SFG Snider Financial Group Bellevue, Washington	$28.1M	+$6.7M	4	7.17%	Increased