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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
3101	CIM CIM Investment Management Pittsburgh, Pennsylvania	$19.4M	-$1.16M	10	4.64%	Reduced
3102	GWM GSB Wealth Management Guilford, Connecticut	$19.4M	+$4.37M	9	3.89%	Increased
3103	WFG Wills Financial Group Richmond, Virginia	$19.3M	-$72K	2	7.04%	Reduced
3104	MLIC Mandatum Life Insurance Company Helsinki, Finland	$19.3M	+$3.99M	5	3.58%	Increased
3105	DAM Doheny Asset Management Los Angeles, California	$19.3M	+$373K	3	11.19%	Increased
3106	EFMH E Fund Management (HK) Central, Hong Kong	$19.3M	+$4.92M	29	6.4%	Increased
3107	PWM Pathway Wealth Management Dallas, Texas	$19.3M	-$1.5M	2	13.45%	Reduced
3108	CIC Concord Investment Counsel Irvine, California	$19.3M	+$543K	4	5.26%	Increased
3109	TWM Tanager Wealth Management Goring On Thames, United Kingdom	$19.3M	+$88.4K	5	1.68%	Increased
3110	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$19.3M	-$135K	4	8.91%	Reduced
3111	MA Mudita Advisors London, United Kingdom	$19.2M	-$6.33M	1	4%	Reduced
3112	HWM HFR Wealth Management Niskayuna, New York	$19.2M	+$20.9K	5	4.69%	Increased
3113	ACM Accent Capital Management Centerville, Ohio	$19.2M	-$3.5M	11	8.29%	Reduced
3114	BCM Barrier Capital Management San Francisco, California	$19.2M	+$160K	3	14.02%	Increased
3115	HI Harrington Investments Napa, California	$19.2M	-$199K	7	9.28%	Reduced
3116	AF AGP Franklin Franklin, Tennessee	$19.2M	+$5.46M	8	8.31%	Increased
3117	WCM Weik Capital Management Wyomissing, Pennsylvania	$19.1M	-$344K	2	7.36%	Reduced
3118	PWMG Prestige Wealth Management Group Flemington, New Jersey	$19.1M	+$1.05M	42	3.47%	Increased
3119	FI Financial Insights Tacoma, Washington	$19.1M	+$126K	4	5.04%	Increased
3120	CIC Chase Investment Counsel Charlottesville, Virginia	$19.1M	+$1.59M	6	4.04%	Increased
3121	HIS Horizon Investment Services Hammond, Indiana	$19.1M	+$316K	3	5.32%	Increased
3122	AE Axon Enterprise Scottsdale, Arizona	$19.1M	$0	1	100%	Maintained
3123	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$19.1M	+$7.46M	28	1.51%	Increased
3124	MAMA Myriad Asset Management Advisors West Palm Beach, Florida	$19.1M	+$1.28M	2	4.51%	Increased
3125	LC LCNB Corp Lebanon, Ohio	$19.1M	-$765K	5	5.86%	Reduced