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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
3076	RCP Rothschild Capital Partners New York	$19.7M	-$1.39M	2	4.22%	Reduced
3077	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$19.7M	+$313K	3	2.66%	Increased
3078	FPF First Pacific Financial Vancouver, Washington	$19.7M	+$2.65M	26	2.34%	Increased
3079	ACM Ayrshire Capital Management Westport, Connecticut	$19.7M	-$503K	3	9.21%	Reduced
3080	HCM Hahn Capital Management Walnut Creek, California	$19.6M	+$4.62M	5	11.91%	Increased
3081	PAM Peninsula Asset Management Bradenton, Florida	$19.6M	-$2.4M	4	9.39%	Reduced
3082	FFM Fullerton Fund Management Singapore	$19.6M	-$41.9M	7	1.26%	Reduced
3083	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$19.6M	+$5.94M	5	9.68%	Increased
3084	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$19.6M	+$241K	8	4.84%	Increased
3085	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$19.6M	-$124K	7	3.94%	Reduced
3086	LOWM Laurel Oak Wealth Management Marlton, New Jersey	$19.6M	+$834K	10	2.85%	Increased
3087	AF Atala Financial Calabasas, California	$19.5M	+$284K	7	11.88%	Increased
3088	CI CacheTech Inc Logan, Utah	$19.5M	+$939K	4	3.16%	Increased
3089	MW Maia Wealth Denver, Colorado	$19.5M	-$1.39M	9	2.88%	Reduced
3090	IQI Integrated Quantitative Investments Bellevue, Washington	$19.5M	+$1.3M	12	3.2%	Increased
3091	OCP Oakcliff Capital Partners New York	$19.5M	+$1.93M	1	7.27%	Increased
3092	TLP Trinity Legacy Partners Houston, Texas	$19.5M	+$3.16M	2	3.89%	Increased
3093	LI LRI Investments Palm Beach Gardens, Florida	$19.5M	-$395K	80	1.56%	Reduced
3094	SP SmartHarvest Portfolios Poulsbo, Washington	$19.4M	-$491K	14	6.29%	Reduced
3095	PWA Providence Wealth Advisors Frankfort, Illinois	$19.4M	+$191K	5	11.46%	Increased
3096	EPW Evergreen Private Wealth Greenwood Village, Colorado	$19.4M	+$8.52K	7	7.18%	Increased
3097	MPCL My Personal CFO LLC Vancouver, Washington	$19.4M	+$1.55M	1	7.58%	Increased
3098	GEM Global Endowment Management Charlotte, North Carolina	$19.4M	-$2.32M	2	1.97%	Reduced
3099	VIA Vickerman Investment Advisors Spokane, Washington	$19.4M	+$6.5M	7	3.76%	Increased
3100	ZEP Zeno Equity Partners London, United Kingdom	$19.4M	-$490K	1	7.2%	Reduced