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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
3301	MDSL M.D. Sass LLC New York	$17.2M	-$131M	4	1.13%	Reduced
3302	ANHIM Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts	$17.2M	-$1.27M	1	10.17%	Reduced
3303	VFG Victory Financial Group Austin, Texas	$17.2M	-$182K	9	1.81%	Reduced
3304	LB Legacy Bridge West Des Moines, Iowa	$17.2M	-$1.31M	13	5.31%	Reduced
3305	BCG Breakwater Capital Group Paramus, New Jersey	$17.2M	-$3.33M	9	2.06%	Reduced
3306	MS Madden Securities Dallas, Texas	$17.2M	+$94.2K	4	4.77%	Increased
3307	PKC Palmer Knight Company Jacksonville, Florida	$17.2M	+$4.1M	3	6.61%	Increased
3308	AP Advisortrust Partners Raleigh, North Carolina	$17.1M	+$283K	5	5.86%	Increased
3309	NF Nikulski Financial Bettendorf, Iowa	$17.1M	-$185K	4	3.7%	Reduced
3310	OL OneFund LLC Saint Petersburg, Florida	$17.1M	-$161K	31	9.72%	Reduced
3311	MCM MV Capital Management Bethesda, Maryland	$17.1M	-$1.9M	82	1.52%	Reduced
3312	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$17.1M	-$304K	6	9.22%	Reduced
3313	LAIC Lederer & Associates Investment Counsel Long Beach, California	$17.1M	+$378K	5	11.26%	Increased
3314	DCA DB&C Advisors Holland, Michigan	$17.1M	+$666K	3	18.51%	Increased
3315	VAG VisionPoint Advisory Group Dallas, Texas	$17.1M	+$2.3M	10	2.79%	Increased
3316	CAM Costello Asset Management Feasterville, Pennsylvania	$17.1M	-$142K	14	5.12%	Reduced
3317	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$17M	+$161K	27	4.52%	Increased
3318	DCM Dimension Capital Management Coral Gables, Florida	$17M	+$9.61M	5	1.99%	Increased
3319	AMG Advisors Management Group La Crosse, Wisconsin	$17M	-$2.16M	4	2.82%	Reduced
3320	WG Wellington Group Indianapolis, Indiana	$17M	+$1.99M	9	4.5%	Increased
3321	KL KWMG LLC Overland Park, Kansas	$17M	+$425K	3	1.23%	Increased
3322	AWP Abacus Wealth Partners Santa Monica, California	$17M	-$12M	15	1.78%	Reduced
3323	FAG Fortitude Advisory Group Gig Harbor, Washington	$17M	+$8.67K	4	6.49%	Increased
3324	RCM Raleigh Capital Management Cary, North Carolina	$17M	+$2.14M	19	5.42%	Increased
3325	BKA Brick & Kyle Associates Newtown, Pennsylvania	$17M	$0	4	5.6%	Maintained