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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	KT Kanaly Trust Houston, Texas	$2.98M	-$505K	35	0.63%	Reduced
2577	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$2.97M	$0	1	0.93%	Maintained
2578	BIM Barton Investment Management West Conshohocken, Pennsylvania	$2.94M	-$112K	4	0.98%	Reduced
2579	Brighton Jones LLC Seattle, Washington	$2.93M	-$18.3M	4	1.11%	Reduced
2580	SAMC Spectrum Asset Management (California) Newport Beach, California	$2.93M	+$1.22M	3	2.84%	Increased
2581	Lido Advisors Los Angeles, California	$2.93M	+$963K	5	0.72%	Increased
2582	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$2.92M	-$526K	1	0.97%	Reduced
2583	ECM EagleClaw Capital Management Boston, Massachusetts	$2.9M	-$12.3K	3	1.83%	Reduced
2584	BCA Bray Capital Advisors Naples, Florida	$2.9M	+$634K	3	1.74%	Increased
2585	DA DSC Advisors Chicago, Illinois	$2.89M	-$275K	6	1.64%	Reduced
2586	SWA Sutton Wealth Advisors Tampa, Florida	$2.89M	-$7.74K	32	2.58%	Reduced
2587	BCA Benchmark Capital Advisors New York	$2.88M	+$3.01K	2	2.39%	Increased
2588	CCS Crosspoint Capital Strategies Orinda, California	$2.88M	+$2.89M	3	2.56%	Increased
2589	TC Trust Company Manhattan, Kansas	$2.88M	-$1.05M	11	1.46%	Reduced
2590	SC Schulhoff & Co Cincinnati, Ohio	$2.87M	-$41.3K	2	1.77%	Reduced
2591	BOS Bank of Stockton Stockton, California	$2.86M	-$90.4K	5	1.36%	Reduced
2592	WFG Wills Financial Group Richmond, Virginia	$2.86M	-$252K	2	2.32%	Reduced
2593	CI Cavalier Investments Alpharetta, Georgia	$2.85M	+$73.5K	4	1.84%	Increased
2594	PI Pettee Investors Rowayton, Connecticut	$2.84M	-$32K	2	2.71%	Reduced
2595	DCM Delta Capital Management Red Bank, New Jersey	$2.84M	-$29.4K	2	2.02%	Reduced
2596	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.84M	-$472K	10	2.11%	Reduced
2597	DIP DT Investment Partners Chadds Ford, Pennsylvania	$2.83M	+$32.6K	3	0.72%	Increased
2598	OAM Occidental Asset Management Burlingame, California	$2.83M	+$252K	5	2.04%	Increased
2599	SAM Shikiar Asset Management New York	$2.82M	+$399K	2	1.24%	Increased
2600	WC Walthausen & Co Malta, New York	$2.82M	-$54.9K	1	0.26%	Reduced