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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
2651	BCP BlackBarn Capital Partners New York	$27.2M	+$8.02M	1	2.29%	Increased
2652	RC RBO & Co Saint Helena, California	$27.1M	+$10.5M	4	4.32%	Increased
2653	4WM 44 Wealth Management Eugene, Oregon	$27.1M	-$267K	7	8.97%	Reduced
2654	FP Financial Perspectives Minneapolis, Minnesota	$27.1M	+$173K	28	6.59%	Increased
2655	RMSCM R.M. Sincerbeaux Capital Management New York	$27.1M	+$424K	4	14.4%	Increased
2656	CB CNB Bank Clearfield, Pennsylvania	$27.1M	+$1.25M	18	10.56%	Increased
2657	BWA Boulder Wealth Advisors Boulder, Colorado	$27M	-$1.9M	2	9.86%	Reduced
2658	JWM JPL Wealth Management Highlands Ranch, Colorado	$27M	-$1.08M	86	5.35%	Reduced
2659	NEAM New England Asset Management Farmington, Connecticut	$26.9M	+$8.15M	6	3.12%	Increased
2660	DFA Delta Financial Advisors New Orleans, Louisiana	$26.9M	-$472K	6	6.39%	Reduced
2661	MJP Michael J. Puzo	$26.9M	+$1.6M	3	6.93%	Increased
2662	WCM Weaver Capital Management Suwanee, Georgia	$26.9M	$0	5	5.92%	Maintained
2663	BCA Bay Colony Advisors Concord, Massachusetts	$26.9M	+$204K	10	2.98%	Increased
2664	ACM Argyle Capital Management Center Valley, Pennsylvania	$26.9M	+$98.5K	6	7.74%	Increased
2665	TBT Texas Bank & Trust Longview, Texas	$26.8M	+$1.43M	14	8.78%	Increased
2666	GPWA Great Point Wealth Advisors Boston, Massachusetts	$26.8M	+$21.1M	3	4.33%	Increased
2667	GIS Graphene Investments SAS Paris, France	$26.8M	+$2.54M	6	15.59%	Increased
2668	NIM Nicollet Investment Management Minneapolis, Minnesota	$26.7M	+$94.5K	5	8.24%	Increased
2669	OL one8zero8 LLC Greensboro, North Carolina	$26.7M	+$3.16M	10	5.29%	Increased
2670	FFA Founders Financial Alliance Raleigh, North Carolina	$26.7M	-$186K	8	3.54%	Reduced
2671	KIG Kennedy Investment Group West Depford, New Jersey	$26.6M	+$381K	4	9.04%	Increased
2672	VIS Vega Investment Solutions Paris, France	$26.6M	-$5.77M	13	3.78%	Reduced
2673	SLA Silver Lake Advisory Cottonwood Heights, Utah	$26.6M	-$513K	9	9.51%	Reduced
2674	CCG Chatham Capital Group Savannah, Georgia	$26.6M	-$5.79M	6	3.4%	Reduced
2675	MMM Mendel Money Management Northbrook, Illinois	$26.6M	+$2.85M	8	9.74%	Increased