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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
2851	TCC Trans-Canada Capital Montreal, Quebec, Canada	$23.3M	+$24.7M	1	1.28%	New
2852	EIA Eastover Investment Advisors Charlotte, North Carolina	$23.3M	-$4.51M	2	9.16%	Reduced
2853	CF CDC Financial Chicago, Illinois	$23.2M	-$615K	5	9.73%	Reduced
2854	DRD Dennis R. Delaney	$23.2M	-$3.68K	3	7.4%	Reduced
2855	EC Engaged Capital Newport Beach, California	$23.2M	-$16.1M	1	7.1%	Reduced
2856	WFA Wellspring Financial Advisors Cleveland, Ohio	$23.2M	-$2.77M	10	1.53%	Reduced
2857	MCC Malaga Cove Capital Pv Estates, California	$23.2M	-$3.37M	21	7.39%	Reduced
2858	CIAS CFS Investment Advisory Services Totowa, New Jersey	$23.2M	+$764K	7	1.55%	Increased
2859	LG Leuthold Group Minneapolis, Minnesota	$23.2M	-$5.47M	4	2.33%	Reduced
2860	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$23.2M	+$2.52M	28	4.69%	Increased
2861	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$23.2M	-$2.02M	12	4.6%	Reduced
2862	MFS Mirabella Financial Services London, United Kingdom	$23.2M	+$2.6M	36	2.21%	Increased
2863	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$23.1M	+$3.52M	8	4.36%	Increased
2864	PPC Park Place Capital Homewood, Alabama	$23.1M	+$5.89M	43	3.67%	Increased
2865	CWMK Caliber Wealth Management (Kansas) Overland Park, Kansas	$23.1M	+$1.31M	7	2.23%	Increased
2866	KCG Kinsale Capital Group Richmond, Virginia	$23.1M	-$9.2M	2	3.06%	Reduced
2867	BO Bank OZK Little Rock, Arkansas	$23.1M	+$1.27M	8	6.85%	Increased
2868	BWG Boomfish Wealth Group Alpharetta, Georgia	$23M	+$2.59M	11	10.49%	Increased
2869	S SimplyRich Carlsbad, California	$23M	+$10.7M	8	5.39%	Increased
2870	AI AXS Investments Port Chester, New York	$23M	-$2.2M	17	6.53%	Reduced
2871	BHA Beech Hill Advisors New York	$23M	+$1.29M	8	10.18%	Increased
2872	FSAG Financial Solutions Advisory Group Chicago, Illinois	$23M	-$329K	5	2.91%	Reduced
2873	AAM Augustine Asset Management Jacksonville, Florida	$23M	-$185K	3	4.66%	Reduced
2874	CA CV Advisors Aventura, Florida	$23M	+$5.62M	4	4.24%	Increased
2875	AWM Aries Wealth Management Portland, Maine	$23M	+$269K	11	4.51%	Increased