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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	WFI West Family Investments Carlsbad, California	$3.16M	$0	1	0.38%	Maintained
2627	WIP Wellesley Investment Partners Wellesley, Massachusetts	$3.14M	-$69.7K	3	1.29%	Reduced
2628	MSWM Mader & Shannon Wealth Management Kansas City, Missouri	$3.14M	+$3.2M	1	2.02%	New
2629	FNB Farmers National Bank Danville, Kentucky	$3.13M	+$522K	4	1.89%	Increased
2630	DIP DT Investment Partners Chadds Ford, Pennsylvania	$3.12M	-$609K	3	0.52%	Reduced
2631	CSA Cottage Street Advisors Marion, Massachusetts	$3.1M	+$91.5K	2	1.97%	Increased
2632	WM WS Management Jacksonville, Florida	$3.1M	+$3.1M	1	0.08%	New
2633	GLI Guardian Life Insurance New York	$3.1M	+$223	18	0.47%	Increased
2634	Sumitomo Mitsui Financial Group Tokyo, Japan	$3.1M	+$2.82M	3	0.37%	Increased
2635	BI Boulegeris Investments Sandy Springs, Georgia	$3.08M	+$221K	2	1.71%	Increased
2636	FM Fondren Management Houston, Texas	$3.07M	-$3.49M	2	2.47%	Reduced
2637	CCM CWH Capital Management Spokane, Washington	$3.07M	-$159K	1	1.51%	Reduced
2638	NAM Needelman Asset Management Ladera Ranch, California	$3.06M	-$71.2K	3	7.53%	Reduced
2639	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$3.06M	-$4.16M	1	0.21%	Reduced
2640	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$3.06M	+$5.48K	2	2.73%	Increased
2641	VCM Versant Capital Management Phoenix, Arizona	$3.04M	-$65.1K	41	1.66%	Reduced
2642	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$3.03M	+$273K	3	0.91%	Increased
2643	OP Oldfield Partners London, United Kingdom	$3.03M	$0	1	0.24%	Maintained
2644	DW Domani Wealth Lancaster, Pennsylvania	$3.03M	-$16.5K	5	1.31%	Reduced
2645	KFA Kays Financial Advisory Atlanta, Georgia	$3.03M	+$466K	2	0.97%	Increased
2646	IDBONY Israel Discount Bank of New York New York	$3.02M	-$137K	15	2.26%	Reduced
2647	Simplicity Solutions Minneapolis, Minnesota	$3.02M	-$3.78M	7	2.04%	Reduced
2648	AIM Advantage Investment Management Cedar Rapids, Iowa	$3.01M	+$236K	21	0.98%	Increased
2649	LAIC Lederer & Associates Investment Counsel Long Beach, California	$3M	+$27.8K	1	2.86%	Increased
2650	CWM Cornerstone Wealth Management St. Peters, Missouri	$2.99M	-$819K	2	0.62%	Reduced