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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	KL Kinsight LLC Birmingham, Alabama	$294K	$0	1	0.18%	Maintained
2627	ACM Antonetti Capital Management Naples, Florida	$286K	-$226K	3	0.26%	Reduced
2628	WCM Weyland Capital Management Portsmouth, New Hampshire	$282K	$0	1	0.27%	Maintained
2629	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$281K	$0	1	0.04%	Maintained
2630	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$275K	$0	1	0.1%	Maintained
2631	FMP Financial Management Professionals Austin, Texas	$271K	-$17.8K	5	0.18%	Reduced
2632	SH Scepter Holdings Fort Worth, Texas	$269K	+$248K	1	0.07%	New
2633	CCM Chinook Capital Management Lake Oswego, Oregon	$267K	-$1.77M	1	0.35%	Reduced
2634	ZF Zhang Financial Portage, Michigan	$266K	$0	1	0.2%	Maintained
2635	CAMI Concord Asset Management (Illinois) Chicago, Illinois	$262K	-$6.63M	1	0.1%	Reduced
2636	Avior Wealth Management Omaha, Nebraska	$257K	+$233K	1	0.24%	New
2637	GCT Galaxy Capital Trading Road Town, British Virgin Islands	$252K	-$1.72M	3	0.63%	Reduced
2638	PIM Parasol Investment Management Westmont, Illinois	$252K	+$240K	4	0.17%	New
2639	WCM Weatherstone Capital Management Denver, Colorado	$252K	$0	1	0.06%	Maintained
2640	SAM Shikiar Asset Management New York	$251K	-$17.2K	1	0.11%	Reduced
2641	FBFS First Business Financial Services Madison, Wisconsin	$250K	+$4.78K	1	0.1%	Increased
2642	Pathstone Family Office Englewood, New Jersey	$250K	+$9.49K	7	0.54%	Increased
2643	Graham Capital Management Rowayton, Connecticut	$249K	+$237K	1	0.01%	New
2644	CIC Chase Investment Counsel Charlottesville, Virginia	$248K	-$1.23M	1	0.07%	Reduced
2645	MAM Marquette Asset Management Minneapolis, Minnesota	$245K	+$2.07K	1	0.1%	Increased
2646	PFG Piershale Financial Group Barrington, Illinois	$241K	-$28K	4	0.35%	Reduced
2647	FIMG Financial & Investment Management Group Traverse City, Michigan	$240K	-$327K	1	0.08%	Reduced
2648	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$239K	+$214K	1	0.17%	New
2649	GA Geller Advisors New York	$239K	-$107K	1	0.16%	Reduced
2650	CFA Cahill Financial Advisors Edina, Minnesota	$238K	+$231K	1	0.21%	New