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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
3276	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$17.4M	+$5.42M	11	0.94%	Increased
3277	SW SkyOak Wealth Southfield, Michigan	$17.4M	-$520K	8	2.84%	Reduced
3278	BIA Benchmark Investment Advisors Chicago, Illinois	$17.4M	+$2.06M	7	7.63%	Increased
3279	CPL Corecam Pte Ltd Singapore,	$17.4M	+$3.84M	2	6.59%	Increased
3280	GSIAS Garden State Investment Advisory Services Red Bank, New Jersey	$17.4M	+$2.6M	9	3.14%	Increased
3281	AB Atlas Brown Louisville, Kentucky	$17.4M	+$1.13M	8	4.66%	Increased
3282	VCP Vista Capital Partners Portland, Oregon	$17.4M	+$1.97M	5	1.52%	Increased
3283	CH Canton Hathaway Providence, Rhode Island	$17.3M	+$248K	12	3.32%	Increased
3284	TAM Tealwood Asset Management Minneapolis, Minnesota	$17.3M	-$3.91M	11	6.65%	Reduced
3285	NC Nixon Capital Austin, Texas	$17.3M	+$6.34M	1	5.45%	Increased
3286	LWM Liberty Wealth Management Oakland, California	$17.3M	$0	9	2.16%	Maintained
3287	LGA Lebenthal Global Advisors Hauppauge, New York	$17.3M	+$277K	7	2.34%	Increased
3288	CFFP Center for Financial Planning Southfied, Michigan	$17.3M	+$72.2K	22	1.62%	Increased
3289	Bellevue Group Kuesnacht, Switzerland	$17.3M	+$963K	5	0.36%	Increased
3290	MAM MWA Asset Management Lexington, Massachusetts	$17.3M	-$1.49M	6	7.82%	Reduced
3291	CC Commons Capital Needham, Massachusetts	$17.3M	-$162K	4	12.09%	Reduced
3292	SA Skyline Advisors Bellingham, Washington	$17.3M	-$353K	2	5.41%	Reduced
3293	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$17.2M	-$190K	7	6.44%	Reduced
3294	DOA D'Orazio & Associates Falls Church, Virginia	$17.2M	-$133K	9	2%	Reduced
3295	S Sunpointe St. Louis, Missouri	$17.2M	-$514K	8	4.9%	Reduced
3296	MCM Monument Capital Management Alexandria, Virginia	$17.2M	+$605K	7	3.47%	Increased
3297	WEG World Equity Group Schaumburg, Illinois	$17.2M	-$4.31M	5	3.86%	Reduced
3298	DC Diametric Capital Boston, Massachusetts	$17.2M	+$10.5M	20	1.82%	Increased
3299	OIS Okabena Investment Services Minneapolis, Minnesota	$17.2M	+$502K	7	3.08%	Increased
3300	VIM VELA Investment Management New Albany, Ohio	$17.2M	-$7.11M	6	3.75%	Reduced