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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
3426	ALA Atlas Legacy Advisors Los Angeles, California	$15.9M	+$3.53M	8	2.35%	Increased
3427	FAP Financial Advisory Partners Winter Park, Florida	$15.9M	-$303K	3	4.16%	Reduced
3428	GIPW Granite Islands Private Wealth Guilford, Connecticut	$15.9M	+$836K	7	11.76%	Increased
3429	JFA JNBA Financial Advisors Bloomington, Minnesota	$15.9M	+$1.19M	25	1.2%	Increased
3430	SCM Spring Capital Management Amarillo, Texas	$15.8M	+$85.1K	4	7.71%	Increased
3431	AA Altman Advisors Chicago, Illinois	$15.8M	-$1.89M	4	5.67%	Reduced
3432	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$15.8M	-$2.72M	4	2.29%	Reduced
3433	TA Trivest Advisors Hong Kong	$15.8M	-$1.93M	1	0.5%	Reduced
3434	BCM Banyan Capital Management Atlanta, Georgia	$15.8M	+$431K	3	6.85%	Increased
3435	FWA Fulcrum Wealth Advisors Bellevue, Washington	$15.8M	+$102K	6	12.04%	Increased
3436	MCM McDonough Capital Management Orlando, Florida	$15.8M	+$148K	3	7.87%	Increased
3437	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$15.8M	-$1.74M	3	2.08%	Reduced
3438	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$15.8M	-$218K	4	3.2%	Reduced
3439	AFA AA Financial Advisors Columbus, Ohio	$15.7M	+$1.13M	5	1.89%	Increased
3440	ALAM Asahi Life Asset Management Tokyo, Japan	$15.7M	+$577K	8	8.88%	Increased
3441	HP Harvey Partners Tarrytown, New York	$15.7M	-$6.38M	1	1.07%	Reduced
3442	PC Panoramic Capital Larkspur, California	$15.7M	+$10.9M	6	6.74%	Increased
3443	BC Broadwater Capital Boston, Massachusetts	$15.7M	-$281K	14	11.37%	Reduced
3444	BIA Baer Investment Advisory Corte Madera, California	$15.7M	+$3.79M	5	13.11%	Increased
3445	FSA Financial Security Advisor Virginia Beach, Virginia	$15.7M	+$61K	4	2.55%	Increased
3446	Capital Markets Trading (UK) London, United Kingdom	$15.6M	+$10.2M	8	0.15%	Increased
3447	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$15.6M	-$778K	9	4.21%	Reduced
3448	MCA MSH Capital Advisors Scottsdale, Arizona	$15.6M	+$2.36M	5	2.72%	Increased
3449	HA Harbor Advisors West Palm Beach, Florida	$15.6M	+$297K	8	1.96%	Increased
3450	DA Doliver Advisors Houston, Texas	$15.6M	+$619K	12	3.52%	Increased