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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
2776	ESC Eurizon SLJ Capital London,	$24.7M	-$4.02M	12	9.11%	Reduced
2777	RCA Riverview Capital Advisers Boston, Massachusetts	$24.7M	+$4.75M	5	7.07%	Increased
2778	SAM Sagewood Asset Management New York	$24.7M	+$3.32M	22	5.58%	Increased
2779	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$24.7M	-$7.44M	3	3.92%	Reduced
2780	CFO CVA Family Office Denver, Colorado	$24.6M	-$1.01M	77	2.23%	Reduced
2781	Blackhill Capital Morristown, New Jersey	$24.6M	$0	1	1.02%	Maintained
2782	CVM Cheviot Value Management Beverly Hills, California	$24.6M	+$190K	23	2.5%	Increased
2783	RAM Robocap Asset Management London, United Kingdom	$24.6M	-$5.32M	4	19.84%	Reduced
2784	EML Eos Management LP New York	$24.6M	+$14.3M	4	9.74%	Increased
2785	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$24.6M	+$2.23M	5	4.66%	Increased
2786	UWM Udine Wealth Management Boca Raton, Florida	$24.6M	+$6.52M	3	10.11%	Increased
2787	QP Quartz Partners Saratoga Springs, New York	$24.5M	+$7.93M	5	8.03%	Increased
2788	PGA Portland Global Advisors Portland, Maine	$24.5M	+$1.26M	4	2.33%	Increased
2789	MCG McCollum Christoferson Group Amherst, New York	$24.5M	-$2.13M	4	7.19%	Reduced
2790	RWC Rare Wolf Capital Bellevue, Washington	$24.5M	+$4.1M	12	15.73%	Increased
2791	4A 4D Advisors Redondo Beach, California	$24.5M	+$17.4M	3	9.4%	Increased
2792	III Independent Investors Inc Nesconset, New York	$24.5M	-$910K	3	4.67%	Reduced
2793	FVCM F&V Capital Management Boca Raton, Florida	$24.5M	+$14.7M	3	4.51%	Increased
2794	SBCM Silverberg Bernstein Capital Management Armonk, New York	$24.4M	+$587K	6	9.36%	Increased
2795	EFA Evernest Financial Advisors Carmel, Indiana	$24.4M	-$994K	6	5.1%	Reduced
2796	QWM Quadcap Wealth Management Frisco, Texas	$24.4M	+$220K	13	2.37%	Increased
2797	PBC Pavion Blue Capital Newport Beach, California	$24.3M	-$303K	4	9.8%	Reduced
2798	CP Capital Planning Bellevue, Washington	$24.3M	+$318K	4	7.08%	Increased
2799	RFA Resurgent Financial Advisors Atlanta, Georgia	$24.3M	+$2.07M	7	6.76%	Increased
2800	SICM Sustainable Insight Capital Management New York	$24.3M	-$19.4M	4	10.41%	Reduced