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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
2601	SLWA San Luis Wealth Advisors San Luis Obispo, California	$28.1M	+$6.93M	7	4.24%	Increased
2602	AWCI Alpine Woods Capital Investors Purchase, New York	$28.1M	-$1.3M	7	6.11%	Reduced
2603	LCM Liberty Capital Management Birmingham, Michigan	$28.1M	+$31M	11	4.83%	New
2604	AIA Allied Investment Advisors Billings, Montana	$28.1M	+$620K	4	3.53%	Increased
2605	PIP Peachtree Investment Partners Indian River Shores,, Florida	$28M	-$863K	4	8.98%	Reduced
2606	NA N10 Assets Greenwich, Connecticut	$28M	+$28.4M	4	12.1%	New
2607	AC Annandale Capital Dallas, Texas	$28M	+$6.42M	5	3.82%	Increased
2608	SCM Shaolin Capital Management Miami, Florida	$27.9M	+$923K	1	1.33%	Increased
2609	HWM Heirloom Wealth Management Greenwood Village, Colorado	$27.9M	+$4.35M	1	4.05%	Increased
2610	GAM Grandview Asset Management Harrisburg, Pennsylvania	$27.9M	-$881K	4	6.94%	Reduced
2611	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$27.9M	-$722K	2	9.53%	Reduced
2612	FRM Foundation Resource Management Little Rock, Arkansas	$27.9M	+$13.2M	2	3.25%	Increased
2613	TCGDR TB Capital Gestao de Recursos Rio De Janeiro,	$27.8M	+$666K	3	15.24%	Increased
2614	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$27.8M	-$1.8M	3	8%	Reduced
2615	Channing Capital Management Chicago, Illinois	$27.8M	-$14.7M	2	0.64%	Reduced
2616	BWA Basecamp Wealth Advisors Bellevue, Washington	$27.8M	-$766K	80	5.17%	Reduced
2617	KCPG Kavar Capital Partners Group Leawood, Kansas	$27.8M	+$732K	5	3.42%	Increased
2618	DRS Deane Retirement Strategies New Orleans, Louisiana	$27.7M	+$14.2M	6	11.73%	Increased
2619	FEG Financial Enhancement Group Anderson, Indiana	$27.7M	+$2M	5	3.3%	Increased
2620	MWM Mattern Wealth Management Lawrence, Kansas	$27.7M	+$3.04M	8	4.55%	Increased
2621	Aequim Alternative Investments Mill Valley, California	$27.7M	+$8.78M	3	0.43%	Increased
2622	JSL JT Stratford LLC Gainesville, Georgia	$27.7M	+$4.76M	8	3.04%	Increased
2623	CBT Central Bank & Trust Lexington, Kentucky	$27.7M	-$2.24M	9	3.92%	Reduced
2624	AGC Alden Global Capital Brandon, Florida	$27.6M	+$15.6M	2	10.14%	Increased
2625	FBC Fairfield, Bush & Co Darien, Connecticut	$27.6M	-$72.4K	7	13.59%	Reduced