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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
2826	PWM Pines Wealth Management Southern Pines, North Carolina	$23.7M	-$299K	8	6.81%	Reduced
2827	RC Roubaix Capital Denver, Colorado	$23.7M	-$13.2M	4	8.48%	Reduced
2828	LAM LECAP Asset Management London, United Kingdom	$23.7M	+$1.16M	23	10.15%	Increased
2829	PRP Peak Retirement Planning Columbus, Ohio	$23.7M	+$6.24M	7	3.74%	Increased
2830	AFA Abacus FCF Advisors Orlando, Florida	$23.6M	+$1.19M	3	4.35%	Increased
2831	ML McAdam LLC Philadelphia, Pennsylvania	$23.6M	+$3.06M	19	0.91%	Increased
2832	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$23.6M	$0	6	6.54%	Maintained
2833	GSWM Greenup Street Wealth Management Ann Arbor, Michigan	$23.6M	+$7.24M	6	2.87%	Increased
2834	PIM Peregrine Investment Management Toronto, Ontario, Canada	$23.6M	+$4.06M	3	10.03%	Increased
2835	EC EntryPoint Capital New York	$23.5M	+$4.17M	43	5.71%	Increased
2836	DCM Dudley Capital Management Middleburg, Virginia	$23.5M	+$917K	7	9.4%	Increased
2837	HI Humankind Investments New York	$23.5M	$0	2	11.25%	Maintained
2838	YCM Yiheng Capital Management San Francisco, California	$23.5M	-$2.61M	3	8.05%	Reduced
2839	RGC Roberts, Glore & Co Deerfield, Illinois	$23.4M	+$150K	12	5.79%	Increased
2840	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$23.4M	-$2.57M	9	9.21%	Reduced
2841	EWM Elevatus Welath Management Victor, New York	$23.4M	+$7.8M	11	5.69%	Increased
2842	AA Alta Advisers London, United Kingdom	$23.4M	+$393K	14	5.3%	Increased
2843	HP Holowesko Partners Nassau, Bahamas	$23.4M	+$8.97M	1	5.92%	Increased
2844	DRW Securities Chicago, Illinois	$23.4M	-$18.3M	22	0.57%	Reduced
2845	DWP Destiny Wealth Partners Tavares, Florida	$23.3M	-$11.9M	4	3.29%	Reduced
2846	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$23.3M	+$1.27M	10	3.81%	Increased
2847	DCM Davidson Capital Management Corpus Christi, Texas	$23.3M	+$1.02M	9	3.74%	Increased
2848	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$23.3M	+$5.02M	6	3.3%	Increased
2849	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$23.3M	-$5.8M	6	5.19%	Reduced
2850	GGI GPM Growth Investors Bloomfield Hills, Michigan	$23.3M	-$3.66M	4	9.73%	Reduced