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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
2951	KC Kadensa Capital Central, Hong Kong	$21.6M	-$18M	1	4.61%	Reduced
2952	PCG PFC Capital Group Los Angeles, California	$21.5M	-$235K	6	8.28%	Reduced
2953	Arbejdsmarkedets Tillaegspension Hilleroed,	$21.5M	-$98.6M	1	0.47%	Reduced
2954	CPC Consolidated Planning Corp Atlanta, Georgia	$21.5M	-$1.82M	7	2.9%	Reduced
2955	IIWM Investment Insight Wealth Management North Massapequa, New York	$21.5M	+$23.6K	4	18.62%	Increased
2956	CP Cornerstone Planning Charlotte, North Carolina	$21.5M	-$11.3K	6	4.96%	Reduced
2957	IIA ICW Investment Advisors Scottsdale, Arizona	$21.4M	-$303K	9	7.51%	Reduced
2958	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$21.4M	+$2.17M	9	3.65%	Increased
2959	WMA West Michigan Advisors Holland, Michigan	$21.4M	-$1.29M	6	4.07%	Reduced
2960	NIA NIA Impact Advisors Berkeley, California	$21.4M	-$3.84M	6	8.87%	Reduced
2961	FTA Financial & Tax Architects St Louis, Missouri	$21.4M	-$177K	4	4.51%	Reduced
2962	CG CFO4Life Group Coppell, Texas	$21.4M	-$62.2K	6	2.88%	Reduced
2963	FPW Fairvoy Private Wealth Birmingham, Alabama	$21.3M	+$1.02M	7	4.31%	Increased
2964	AFCM Alta Fox Capital Management Fort Worth, Texas	$21.3M	+$2.22M	1	4.29%	Increased
2965	AHL Abel Hall LLC Baton Rouge, Louisiana	$21.3M	+$712K	32	3.68%	Increased
2966	DTC Davidson Trust Company Seattle, Washington	$21.3M	+$1.17M	5	8.3%	Increased
2967	1CP 11 Capital Partners Darien, Connecticut	$21.3M	-$18.2M	2	5.79%	Reduced
2968	SW StrongBox Wealth Lee's Summit, Missouri	$21.3M	-$220K	7	6.06%	Reduced
2969	MFG Monte Financial Group Guilford, Connecticut	$21.3M	+$3.5M	6	6.81%	Increased
2970	BCM Brasada Capital Management Houston, Texas	$21.3M	-$5.89M	5	3.81%	Reduced
2971	HCM Highview Capital Management Buffalo Grove, Illinois	$21.2M	+$908K	5	6.1%	Increased
2972	SP Stonebrook Private Northville, Michigan	$21.2M	+$485K	9	3.86%	Increased
2973	PCA Prosperity Capital Advisors Westlake, Ohio	$21.1M	-$499K	7	1.04%	Reduced
2974	IWS Insight Wealth Strategies San Ramon, California	$21.1M	+$2.4M	3	2.06%	Increased
2975	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$21.1M	-$406K	2	6.86%	Reduced