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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
3551	NERM New England Research & Management Chicago, Illinois	$14.4M	-$906K	5	5.6%	Reduced
3552	TAM Talaria Asset Management Melbourne, Australia	$14.4M	-$3.54M	2	3.08%	Reduced
3553	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$14.4M	+$989K	1	4.3%	Increased
3554	AWM Aviso Wealth Management Bellevue, Washington	$14.4M	-$114K	6	4.89%	Reduced
3555	NED Nancy E. Dempze	$14.4M	+$563K	4	6.87%	Increased
3556	LFS Legacy Financial Strategies Overland Park, Kansas	$14.3M	-$547K	7	2.22%	Reduced
3557	CIA Cohen Investment Advisors Bedford, New Hampshire	$14.3M	+$181K	5	6.42%	Increased
3558	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$14.3M	-$85.1K	4	3.68%	Reduced
3559	NAS NWF Advisory Services Los Angeles, California	$14.3M	+$414K	6	1.35%	Increased
3560	CAM Councilmark Asset Management Knoxville, Tennessee	$14.3M	+$17.4K	3	7.58%	Increased
3561	RI Ridgewood Investments Springfield, New Jersey	$14.3M	+$2.34M	14	5.36%	Increased
3562	CCM Chickasaw Capital Management Memphis, Tennessee	$14.3M	+$119K	3	0.51%	Increased
3563	TCOTS Trust Company of the South Greensboro, North Carolina	$14.3M	+$252K	7	2.01%	Increased
3564	TWM Trueblood Wealth Management Lima, Ohio	$14.3M	+$69.4K	10	4.98%	Increased
3565	CWWM Clear Wave Wealth Management Red Bank, New Jersey	$14.2M	-$648K	6	2.63%	Reduced
3566	KFAS Keating Financial Advisory Services Manhattan, Kansas	$14.2M	+$1.13M	90	1.87%	Increased
3567	EFH Eaton Financial Holdings Coral Springs, Florida	$14.2M	+$2.21M	6	3.91%	Increased
3568	LC LRZ Capital Miami, Florida	$14.2M	-$5.02M	1	7.2%	Reduced
3569	WRPWM Werba Rubin Papier Wealth Management San Jose, California	$14.2M	-$384K	12	1.73%	Reduced
3570	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$14.2M	+$250K	4	2.05%	Increased
3571	PAA Peregrine Asset Advisers Portland, Oregon	$14.2M	+$1.51M	6	3.08%	Increased
3572	RCM Ravenstone Capital Management Toronto,	$14.2M	+$440K	2	5.81%	Increased
3573	GMFG Greater Midwest Financial Group St. Paul, Minnesota	$14.2M	-$2.84M	4	7.08%	Reduced
3574	PAWC P.A.W. Capital Greenwich, Connecticut	$14.2M	-$710K	6	10.88%	Reduced
3575	MM Morangie Management Vero Beach, Florida	$14.2M	-$811K	5	11.78%	Reduced