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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
2801	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$24.3M	+$183K	2	1.75%	Increased
2802	SCA St. Clair Advisors Mayfield Hts, Ohio	$24.3M	-$223K	4	6.24%	Reduced
2803	AP Advisors Preferred Rockville, Maryland	$24.3M	-$6.96M	9	3.76%	Reduced
2804	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$24.2M	+$26.5M	1	0.39%	New
2805	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$24.2M	+$68.7K	21	5.31%	Increased
2806	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$24.2M	+$204K	6	2.38%	Increased
2807	HAM Harmony Asset Management Scottsdale, Arizona	$24.2M	-$3.31M	9	6.49%	Reduced
2808	Belvedere Trading Chicago, Illinois	$24.1M	+$25.5M	4	0.03%	Increased
2809	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$24.1M	-$879K	7	4.61%	Reduced
2810	BCM Berbice Capital Management Melville, New York	$24.1M	-$195K	2	12.48%	Reduced
2811	GIP Gavilan Investment Partners Burlingame, California	$24.1M	-$11.2M	2	5.86%	Reduced
2812	RWFS Rayburn West Financial Services Nashville, Tennessee	$24.1M	-$93.9K	4	13.26%	Reduced
2813	FWA FSM Wealth Advisors Cleveland, Ohio	$24M	+$1.6M	12	2.56%	Increased
2814	GC GFG Capital Miami, Florida	$24M	+$946K	7	6.6%	Increased
2815	FA Faithward Advisors Lancaster, Pennsylvania	$24M	+$10.5M	7	2.93%	Increased
2816	SSW Stone Summit Wealth Miami, Florida	$24M	+$102K	3	6.08%	Increased
2817	MM Meridian Management Little Rock, Arkansas	$24M	+$3.45M	7	5.38%	Increased
2818	AAM AR Asset Management West Hollywood, California	$23.9M	+$1.01M	7	4.38%	Increased
2819	IA IFC Advisors Los Angeles, California	$23.9M	+$6.32M	9	3.03%	Increased
2820	IHG Insight Holdings Group New York	$23.9M	-$34.6M	2	1.81%	Reduced
2821	VM Venator Management Pittsburgh, Pennsylvania	$23.9M	+$18.3M	1	5.37%	Increased
2822	FFS Fischer Financial Services Harrisburg, Pennsylvania	$23.8M	+$56K	2	5.99%	Increased
2823	SFS Stiles Financial Services Edina, Minnesota	$23.8M	+$1.16M	13	5.98%	Increased
2824	CCP Cunning Capital Partners Morrisville, North Carolina	$23.8M	$0	7	9.59%	Maintained
2825	HZ Hixon Zuercher Findlay, Ohio	$23.7M	+$1.7M	7	6.97%	Increased