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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
2626	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$27.6M	+$700K	12	1.64%	Increased
2627	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$27.6M	+$2.64M	1	2.69%	Increased
2628	AAM Alpine Associates Management Palm Beach, Florida	$27.6M	-$80.1M	1	1.73%	Reduced
2629	SC Shay Capital New York	$27.6M	+$12.1M	19	1.78%	Increased
2630	MWA Marathon Wealth Advisors Boston, Massachusetts	$27.6M	+$307K	7	9.44%	Increased
2631	NG NatWest Group Edinburgh, Scotland, United Kingdom	$27.5M	-$3.58M	2	4.91%	Reduced
2632	CI Carroll Investors Mt Pleasant, South Carolina	$27.5M	-$198	3	11.75%	Reduced
2633	AC Aristides Capital Louisville, Kentucky	$27.5M	+$10.2M	9	5.35%	Increased
2634	BLC Brown, Lisle/Cummings Providence, Rhode Island	$27.5M	-$779K	42	6.17%	Reduced
2635	Facet Wealth Inc Baltimore, Maryland	$27.5M	+$5.55M	13	0.39%	Increased
2636	DE Diversified Enterprises Wilmington, Delaware	$27.4M	-$903K	12	1.33%	Reduced
2637	KHCM Kirtland Hills Capital Management Bratenahl, Ohio	$27.4M	+$1.63M	13	7.8%	Increased
2638	FCA Fortis Capital Advisors Prairie Village, Kansas	$27.4M	+$4.76M	9	3.08%	Increased
2639	UIA UG Investment Advisers Taipei, Taiwan	$27.4M	+$29.8M	1	26.55%	Increased
2640	SP Sherman Porfolios Coeur D'alene, Idaho	$27.4M	-$391K	6	2.14%	Reduced
2641	SFG SageGuard Financial Group Goodlettsville, Tennessee	$27.4M	-$3.21M	4	3.84%	Reduced
2642	HW Hamilton Wealth Encino, California	$27.3M	-$9.35K	3	5.01%	Reduced
2643	FBFS First Business Financial Services Madison, Wisconsin	$27.3M	+$330K	9	2.12%	Increased
2644	CM Columbus Macro New Castle, Pennsylvania	$27.3M	+$604K	5	2.66%	Increased
2645	KFS Kurt F. Somerville	$27.3M	+$191K	5	6.52%	Increased
2646	TC TFR Capital Plano, Texas	$27.3M	-$242K	6	7.68%	Reduced
2647	CIM Coleford Investment Management Toronto, Ontario, Canada	$27.3M	-$13.8M	1	5.94%	Reduced
2648	FIB First Interstate Bank Billings, Montana	$27.2M	+$186K	7	1.42%	Increased
2649	PSP Principal Street Partners Memphis, Tennessee	$27.2M	-$194K	11	3.99%	Reduced
2650	MP McDonald Partners Cleveland, Ohio	$27.2M	-$8.22M	21	6.6%	Reduced