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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
2976	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$21.1M	-$424K	7	4.33%	Reduced
2977	HCM Hudson Capital Management Ramsey, New Jersey	$21.1M	-$224K	6	5.1%	Reduced
2978	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$21.1M	+$8.96M	41	7.67%	Increased
2979	ESBC E.S. Barr & Co Lexington, Kentucky	$21.1M	-$762K	6	1.18%	Reduced
2980	JF Jericho Financial Westerville, Ohio	$21.1M	+$728K	3	10.92%	Increased
2981	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$21M	+$20.3M	2	2.38%	New
2982	RA Range Advisory Mclean, Virginia	$21M	+$5.06M	15	2.51%	Increased
2983	PGIM Custom Harvest Newark, New Jersey	$21M	+$2.34M	9	0.26%	Increased
2984	DAC Dutch Asset Corp Selkirk, New York	$21M	+$8.78M	8	10.46%	Increased
2985	BFA Benedict Financial Advisors Atlanta, Georgia	$21M	+$394K	6	4.08%	Increased
2986	DWML Decker Wealth Management LLC Nashville, Tennessee	$21M	-$4.22M	4	4.46%	Reduced
2987	CWM Cabot Wealth Management Salem, Massachusetts	$21M	-$1.19M	7	2.14%	Reduced
2988	LJAC L.J. Altfest & Co New York	$21M	-$3.44M	10	2.04%	Reduced
2989	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$21M	+$1.61M	5	2.94%	Increased
2990	GCM Glynn Capital Management Menlo Park, California	$20.9M	-$28.5M	6	5.75%	Reduced
2991	ICP Islander Capital Partners San Francisco, California	$20.9M	+$2.61M	1	7.58%	Increased
2992	GU Georgetown University Washington, District of Columbia	$20.9M	+$52.2K	1	8.56%	Increased
2993	IP Ignite Planners San Clemente, California	$20.9M	+$268K	6	2.87%	Increased
2994	RAM Reflection Asset Management Isle Of Palms, South Carolina	$20.9M	+$3.54M	15	9.76%	Increased
2995	DCPAL Div Capital Phoenix Assets Ltd Georgetown,	$20.9M	$0	1	3.58%	Maintained
2996	BWM BKM Wealth Management Brookfield, Wisconsin	$20.9M	+$1.24M	5	7.39%	Increased
2997	SCM SKBA Capital Management San Francisco, California	$20.8M	+$4.23M	4	3.44%	Increased
2998	1W 1776 Wealth Atlanta, Georgia	$20.8M	+$32.3K	9	7.34%	Increased
2999	BBES Buffalo Business & Estate Services Orchard Park, New York	$20.8M	-$21.7M	0	–	Closed
3000	RFMS RWQ Financial Management Services Naples, Florida	$20.7M	+$9.13M	2	10%	Increased