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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
3651	NRCM Northern Right Capital Management Darien, Connecticut	$13.6M	-$12M	1	4.02%	Reduced
3652	VAM Vienna Asset Management Saratoga, California	$13.6M	+$3.97M	6	9.48%	Increased
3653	SDH Sloy Dahl & Holst Vancouver, Washington	$13.5M	+$724K	4	1.67%	Increased
3654	BAM Byrne Asset Management Kingston, New Jersey	$13.5M	-$745K	18	7.3%	Reduced
3655	CIA Cladis Investment Advisory Billings, Montana	$13.5M	+$1.4M	7	6.3%	Increased
3656	GA GraniteShares Advisors New York	$13.5M	-$3.48M	16	8.67%	Reduced
3657	TTIC Tower Trust & Investment Company Davenport, Iowa	$13.5M	+$913K	13	8.18%	Increased
3658	FCM Findell Capital Management New York	$13.5M	+$15M	1	1.9%	New
3659	WA1 Wimmer Associates 1 Pasadena, California	$13.5M	-$552K	6	6.09%	Reduced
3660	CE Cornerstone Enterprises Appleton, Wisconsin	$13.5M	-$2.66M	3	6.15%	Reduced
3661	AA Ahara Advisors Jersey City, New Jersey	$13.5M	+$1.9M	10	9.11%	Increased
3662	AWM Adams Wealth Management Logan, Utah	$13.5M	-$306K	4	2.58%	Reduced
3663	CIA Citadel Investment Advisory Chesterland, Ohio	$13.5M	$0	3	6.11%	Maintained
3664	CWM Chemistry Wealth Management New York	$13.5M	+$1.07M	9	2.15%	Increased
3665	AB ANB Bank Denver, Colorado	$13.4M	-$434K	6	5.02%	Reduced
3666	IRAG Investment Research & Advisory Group Atlanta, Georgia	$13.4M	-$28.6K	16	4.15%	Reduced
3667	FGC Financial Gravity Companies Lakeway, Texas	$13.4M	+$15.2M	21	2.18%	New
3668	HLAM Hidden Lake Asset Management New York	$13.4M	+$1.88M	1	4.04%	Increased
3669	DIM DC Investments Management Mclean, Virginia	$13.4M	+$10.6M	7	4.57%	Increased
3670	GP Greenline Partners New York	$13.4M	+$675K	3	1.36%	Increased
3671	LCM Lionhunter Capital Management New York	$13.4M	+$13.4M	4	6.04%	New
3672	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$13.4M	-$1.35M	13	6.56%	Reduced
3673	GAA Global Assets Advisory Orlando, Florida	$13.4M	+$1.63M	6	2.92%	Increased
3674	SPW Sonoma Private Wealth Sonoma, California	$13.4M	+$1.96M	4	14.37%	Increased
3675	GAMC Garner Asset Management Corp Plano, Texas	$13.4M	-$112K	6	4.34%	Reduced