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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
3376	AFM Abbot Financial Management Andover, Massachusetts	$16.5M	+$213K	6	5.63%	Increased
3377	PA Probity Advisors Dallas, Texas	$16.5M	+$83.8K	10	2.35%	Increased
3378	TP Teca Partners Austin, Texas	$16.4M	+$9.94M	1	14.14%	Increased
3379	SWM SHP Wealth Management Plymouth, Massachusetts	$16.4M	-$30.5K	77	1.13%	Reduced
3380	SGM Sellaronda Global Management New York	$16.4M	-$2.89M	1	10.26%	Reduced
3381	SGI Swan Global Investments Durango, Colorado	$16.4M	+$15.7M	5	0.48%	Increased
3382	BLFG Brian Low Financial Group Baton Rouge, Louisiana	$16.4M	+$1.62M	5	9.56%	Increased
3383	PI Pettee Investors Rowayton, Connecticut	$16.4M	-$473K	7	8.06%	Reduced
3384	FAL Focused Alpha LLC Denver, Colorado	$16.4M	+$744K	4	4.19%	Increased
3385	BOC Barbara Oil Co Chicago, Illinois	$16.4M	-$476K	7	5.5%	Reduced
3386	WC Westhampton Capital Winston-Salem, North Carolina	$16.3M	-$192K	3	6.78%	Reduced
3387	BC Beaconlight Capital New York	$16.3M	-$91.2K	2	5.76%	Reduced
3388	HC Hendley & Co Zanesville, Ohio	$16.3M	-$5.03M	3	5.78%	Reduced
3389	TIA Trust Investment Advisors Indianapolis, Indiana	$16.3M	-$148K	3	7.79%	Reduced
3390	GIM Gold Investment Management Edmonton, Alberta, Canada	$16.3M	-$315K	8	4.42%	Reduced
3391	DWM Darwin Wealth Management Tampa, Florida	$16.3M	+$1.48M	19	4.46%	Increased
3392	TIA Traphagen Investment Advisors Oradell, New Jersey	$16.3M	-$66.1K	6	1.16%	Reduced
3393	UI Untitled Investments New York	$16.3M	-$5.6M	1	6.33%	Reduced
3394	UWS Unique Wealth Strategies Burr Ridge, Illinois	$16.2M	-$1.08M	19	5.9%	Reduced
3395	RAM Riggs Asset Management Dallas, Pennsylvania	$16.2M	-$724K	5	2.89%	Reduced
3396	SC Stance Capital Boston, Massachusetts	$16.2M	+$5.03M	21	4.92%	Increased
3397	LCM LCM Capital Management Chicago, Illinois	$16.2M	+$201K	8	7.02%	Increased
3398	AFS Aft Forsyth & Sober Valrico, Florida	$16.1M	-$6.99M	4	5.05%	Reduced
3399	WDG Wealth Dimensions Group Cincinnati, Ohio	$16.1M	-$32.6K	5	2.89%	Reduced
3400	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$16.1M	+$1.95M	19	5.34%	Increased