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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
3451	CIA Caerus Investment Advisors West Lake Hills, Texas	$15.6M	+$3.43M	27	5.18%	Increased
3452	ES Eagle Strategies New York	$15.6M	+$927K	7	1.55%	Increased
3453	DA DCF Advisers Greenwich, Connecticut	$15.6M	+$4.88M	5	2.75%	Increased
3454	LIM Loudon Investment Management West Lebanon, New Hampshire	$15.6M	+$1.77M	4	7.63%	Increased
3455	VFA Voya Financial Advisors Windsor, Connecticut	$15.5M	-$1.49M	15	1.37%	Reduced
3456	GSB Greenfield Savings Bank Greenfield, Massachusetts	$15.5M	-$409K	8	5.88%	Reduced
3457	OWP ORG Wealth Partners Dallas, Texas	$15.5M	-$1.39M	28	2.32%	Reduced
3458	OF Optimize Financial Laguna Hills, California	$15.5M	-$370K	13	5.57%	Reduced
3459	APIM Agate Pass Investment Management Bainbridge Island, Washington	$15.5M	-$1.57M	5	5.71%	Reduced
3460	CCWM Correct Capital Wealth Management Clayton, Missouri	$15.5M	+$614K	6	2.67%	Increased
3461	BPAMU BTG Pactual Asset Management US New York	$15.4M	+$4.33M	6	0.96%	Increased
3462	NLP Next Level Private Harrison, New York	$15.4M	-$55K	4	3.02%	Reduced
3463	IRP Investment Research Partners Lemont, Pennsylvania	$15.4M	+$2.21M	12	5.22%	Increased
3464	BIA Beacon Investment Advisors Gaithersburg, Maryland	$15.4M	+$17K	5	4.84%	Increased
3465	DWM Ducere Wealth Management Newport Beach, California	$15.4M	+$3.7M	4	4.64%	Increased
3466	AWM Affinity Wealth Management Wilmington, Delaware	$15.4M	+$571K	3	1.99%	Increased
3467	MPPHD Maloon Powers Pitre Higgins & Dennehy San Ramon, California	$15.4M	+$17.8M	4	5.3%	New
3468	FDDB Fidelity D&D Bancorp Dunmore, Pennsylvania	$15.4M	+$370K	4	5.29%	Increased
3469	PAP Persistent Asset Partners Hong Kong	$15.4M	+$11.6M	29	4.59%	Increased
3470	CFGW Chancellor Financial Group WB Wilkes-Barre, Pennsylvania	$15.4M	+$984K	6	9.52%	Increased
3471	MHP Manatuck Hill Partners Westport, Connecticut	$15.4M	+$2.66M	3	5.1%	Increased
3472	SFG Synergy Financial Group San Ramon, California	$15.4M	-$2.67M	12	11.06%	Reduced
3473	DE DV Equities Chicago, Illinois	$15.4M	+$16.6M	4	2.2%	New
3474	DWG Darden Wealth Group Ann Arbor, Michigan	$15.3M	-$436K	4	6.07%	Reduced
3475	AFWM Arta Finance Wealth Management Mountain View, California	$15.3M	+$3.31M	7	6.55%	Increased