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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	RCIM Russell Clark Investment Management London, United Kingdom	$1.05M	+$1.11M	1	0.29%	New
2952	CAPTRUST Financial Advisors Raleigh, North Carolina	$1.04M	+$950K	1	0.13%	New
2953	CFA Camarda Financial Advisors Fleming Island, Florida	$1.03M	-$22.7K	6	1.1%	Reduced
2954	MFS Madrona Financial Services Everett, Washington	$1.03M	+$26.4K	1	1.04%	Increased
2955	SA SRH Advisors Salina, Kansas	$1.03M	+$130K	9	4.89%	Increased
2956	BI Bramshill Investments Naples, Florida	$1.03M	+$1.02M	1	0.29%	New
2957	DDC Daniel Devine & Co Parkland, Florida	$1.02M	-$43.8K	1	0.83%	Reduced
2958	Reinhart Partners Mequon, Wisconsin	$1.02M	+$4.15K	2	0.1%	Increased
2959	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$1.02M	-$17.9M	1	0.04%	Reduced
2960	IF IRON Financial Northbrook, Illinois	$1.02M	-$35.6K	2	0.9%	Reduced
2961	AP Advisors Preferred Rockville, Maryland	$1.02M	-$67K	6	0.56%	Reduced
2962	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1.01M	+$55.2K	16	0.4%	Increased
2963	LIA LBMC Investment Advisors Brentwood, Tennessee	$1.01M	+$103K	3	0.18%	Increased
2964	MC Matisse Capital Portland, Oregon	$1.01M	+$69	1	0.52%	Increased
2965	IA Independence Advisors Wayne, Pennsylvania	$1M	+$4.82K	2	0.4%	Increased
2966	B Bridgeworth Birmingham, Alabama	$1M	-$356K	2	0.51%	Reduced
2967	TFCP Twin Focus Capital Partners Boston, Massachusetts	$1M	+$61	1	0.55%	Increased
2968	DSN D. Scott Neal Lexington, Kentucky	$995K	-$29.1K	7	0.68%	Reduced
2969	Edgewood Management Greenwich, Connecticut	$994K	$0	2	0%	Maintained
2970	HWP Hefty Wealth Partners Auburn, Indiana	$979K	-$260K	9	0.67%	Reduced
2971	CP Camelot Portfolios Maumee, Ohio	$978K	+$313K	2	0.48%	Increased
2972	ST Sentinel Trust Houston, Texas	$955K	-$222K	1	0.16%	Reduced
2973	RQS Ramsey Quantitative Systems Louisville, Kentucky	$954K	-$1.74M	3	1.07%	Reduced
2974	FFS Founders Financial Securities Towson, Maryland	$948K	+$971K	1	0.36%	New
2975	PO Private Ocean San Rafael, California	$937K	-$49.9K	4	0.61%	Reduced