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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
3576	BCC Bridge City Capital Lake Oswego, Oregon	$14.2M	+$1.68M	7	3.24%	Increased
3577	APFP Action Point Financial Planning Grand Rapids, Michigan	$14.2M	+$14.9M	77	1.44%	New
3578	TCP TMB Capital Partners Little Rock, Arkansas	$14.2M	+$414K	5	4.42%	Increased
3579	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$14.2M	-$1.92M	3	9.53%	Reduced
3580	AIA Alternative Investment Advisors Maitland, Florida	$14.1M	+$6.69M	6	5.38%	Increased
3581	DI Diligent Investors Redlands, California	$14.1M	-$272K	9	3.15%	Reduced
3582	AA ABC Arbitrage Paris, France	$14.1M	-$12.4M	5	1.53%	Reduced
3583	LAI Legal Advantage Investments Los Altos Hills, California	$14.1M	-$3.98M	5	4.96%	Reduced
3584	KIM Kurv Investment Management San Francisco, California	$14.1M	-$445K	3	8.51%	Reduced
3585	MWM Marion Wealth Management Monroeville, Pennsylvania	$14.1M	+$855K	6	2.87%	Increased
3586	SPF South Plains Financial Lubbock, Texas	$14.1M	+$47.4K	10	7.58%	Increased
3587	NA Navellier & Associates Reno, Nevada	$14.1M	-$1.97M	8	1.12%	Reduced
3588	FFA Florida Financial Advisors Tampa, Florida	$14.1M	-$9.01M	9	2.38%	Reduced
3589	I InceptionR Lafayette, California	$14.1M	-$8.97M	27	3.46%	Reduced
3590	NWMG Nicholson Wealth Management Group Charlestown, South Carolina	$14.1M	-$2.66M	9	8.31%	Reduced
3591	ZCP Z3 Capital Partners Richmond, Virginia	$14.1M	+$1.64M	8	2.96%	Increased
3592	BA Baugh & Associates Atlanta, Georgia	$14.1M	-$1.29M	2	6.23%	Reduced
3593	MHS M Holdings Securities Portland, Oregon	$14.1M	-$27.4M	4	1.92%	Reduced
3594	GS GWN Securities Palm Beach Gardens, Florida	$14.1M	+$1.5M	11	2.35%	Increased
3595	WWM Wolff Wiese Magana Carslbad, California	$14M	+$825K	42	6.44%	Increased
3596	FG Franchise GP Grand Cayman,	$14M	+$825K	2	6.51%	Increased
3597	FFL Future Fund LLC Chicago, Illinois	$14M	+$4.7M	4	4.02%	Increased
3598	JWM Jessup Wealth Management Dayton, Ohio	$14M	+$2.93M	2	4.18%	Increased
3599	CF Carlson Financial Canby, Oregon	$14M	+$188K	6	7.14%	Increased
3600	GSCM Greenfield Seitz Capital Management Dallas, Texas	$14M	-$73.1K	6	4.17%	Reduced