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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
3476	PHIC Pine Haven Investment Counsel Fairhaven, Massachusetts	$15.3M	-$39K	7	10.29%	Reduced
3477	RCM Rockbridge Capital Management Alexandria, Virginia	$15.3M	-$1.87M	4	9.87%	Reduced
3478	TC Triavera Capital Larkspur, California	$15.3M	+$7.54M	2	8.32%	Increased
3479	HWP Highline Wealth Partners Sherman Oaks, California	$15.3M	+$770K	59	3.1%	Increased
3480	RIA Realta Investment Advisors Wilmington, Delaware	$15.3M	+$1.47M	6	4.75%	Increased
3481	WIM Wittenberg Investment Management Carlisle, Massachusetts	$15.3M	+$519K	4	5.23%	Increased
3482	TC Tsai Capital New York	$15.3M	+$3.39M	2	11.27%	Increased
3483	EFMC Empire Financial Management Company New York	$15.2M	-$17.6M	5	6.04%	Reduced
3484	IP Interval Partners New York	$15.2M	+$1.54M	2	0.39%	Increased
3485	HIC Harbor Island Capital Topsfield, Massachusetts	$15.2M	+$931K	1	4.05%	Increased
3486	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$15.2M	+$3.9M	3	3.12%	Increased
3487	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$15.2M	+$76.3K	2	4.06%	Increased
3488	VIA Virtus Investment Advisers Hartford, Connecticut	$15.2M	+$489K	8	3.54%	Increased
3489	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$15.2M	-$2.03M	9	7.01%	Reduced
3490	AIM Aspen Investment Management Grand Rapids, Michigan	$15.2M	-$128K	6	4.08%	Reduced
3491	MA MSA Advisors Santa Monica, California	$15.2M	+$827K	1	3.9%	Increased
3492	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$15.2M	-$652K	6	1.36%	Reduced
3493	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$15.2M	+$573K	7	6.37%	Increased
3494	LIM Longfellow Investment Management Boston, Massachusetts	$15.2M	-$1.15M	11	3.1%	Reduced
3495	PP Pacifica Partners Surrey, Canada	$15.1M	+$2.66M	16	4.57%	Increased
3496	CIM Contravisory Investment Management Norwell, Massachusetts	$15.1M	-$8.17M	7	2.67%	Reduced
3497	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$15.1M	+$127K	9	1.51%	Increased
3498	MC Martin & Co Knoxville, Tennessee	$15.1M	+$1.46M	3	2.36%	Increased
3499	ACM Adalta Capital Management New York	$15M	-$65.4K	3	6.6%	Reduced
3500	PWM Palacios Wealth Management Ormond Beach, Florida	$15M	-$167K	6	8.88%	Reduced