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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
3126	LC LCNB Corp Lebanon, Ohio	$19.1M	-$765K	5	5.86%	Reduced
3127	TWP Tyche Wealth Partners Plano, Texas	$19.1M	-$3.41M	9	2.68%	Reduced
3128	GPA Garrison Point Advisors Walnut Creek, California	$19.1M	-$222K	5	7.74%	Reduced
3129	NME Notis-McConarty Edward	$19.1M	+$911K	5	8.23%	Increased
3130	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$19.1M	-$123K	11	3.3%	Reduced
3131	BC Bridgefront Capital Austin, Texas	$19.1M	-$14.1M	30	5.02%	Reduced
3132	PHS Pekin Hardy Strauss Chicago, Illinois	$19.1M	+$1.4M	9	1.68%	Increased
3133	BAM Brave Asset Management Summit, New Jersey	$19M	+$280K	7	4.07%	Increased
3134	TIA Tiemann Investment Advisors Menlo Park, California	$19M	-$429K	9	6.9%	Reduced
3135	HP Hound Partners New York	$19M	+$1.53M	1	2.21%	Increased
3136	RWP Revolve Wealth Partners Hackensack, New Jersey	$19M	+$3.28M	12	1.97%	Increased
3137	SCM Sio Capital Management New York	$19M	-$15.1M	1	3.15%	Reduced
3138	SSA South Street Advisors New York	$19M	-$24.1M	2	2.47%	Reduced
3139	ACM Alamar Capital Management Santa Barbara, California	$19M	+$886K	11	9.61%	Increased
3140	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$19M	+$79.2K	9	2.32%	Increased
3141	EF Exeter Financial Scottsdale, Arizona	$19M	+$498K	5	7.26%	Increased
3142	EM Excalibur Management Waltham, Massachusetts	$19M	+$1.32M	7	6.26%	Increased
3143	AIC Archer Investment Corporation Carmel, Indiana	$19M	+$1.9M	29	3.63%	Increased
3144	MCP Martin Capital Partners Eugene, Oregon	$19M	+$9.85M	5	6.98%	Increased
3145	AWS Arkfeld Wealth Strategies Omaha, Nebraska	$19M	+$4.09M	5	5.67%	Increased
3146	IA Icon Advisers Greenwood Village, Colorado	$18.9M	+$12M	9	3.56%	Increased
3147	SS STG Securities New York	$18.9M	+$20.4M	6	1.31%	New
3148	CCM Condor Capital Management Martinsville, New Jersey	$18.9M	-$2.87M	1	1.42%	Reduced
3149	SWM Selective Wealth Management Forest, Virginia	$18.9M	-$530K	9	4.96%	Reduced
3150	BRA Bender Robert & Associates Pasadena, California	$18.9M	+$102K	5	3.92%	Increased