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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
3676	KCM KRS Capital Management Bloomfield, Michigan	$13.4M	+$376K	11	6.23%	Increased
3677	EB Emprise Bank Wichita, Kansas	$13.4M	-$568K	5	4.92%	Reduced
3678	FGA Fortis Group Advisors Westwood, New Jersey	$13.4M	-$1.66M	17	2.13%	Reduced
3679	RF Rossby Financial Melbourne, Florida	$13.3M	+$1.54M	68	2.44%	Increased
3680	CFP Cascade Financial Partners San Diego, California	$13.3M	+$551K	5	1.16%	Increased
3681	AC AlpenGlobal Capital Tahoe City, California	$13.3M	-$9.6K	4	8.54%	Reduced
3682	BA Bard Associates Chicago, Illinois	$13.3M	+$980K	19	2.95%	Increased
3683	CAL Capital Advisors Ltd Shaker Heights, Ohio	$13.3M	-$429K	59	1.34%	Reduced
3684	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$13.3M	-$1.12M	6	1.22%	Reduced
3685	CCAM Cascades Capital Asset Management Greensboro, North Carolina	$13.3M	-$439K	9	4.92%	Reduced
3686	SWM StoneCrest Wealth Management Chandler, Arizona	$13.3M	+$4.64M	3	4.25%	Increased
3687	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$13.3M	+$1.03M	9	6.3%	Increased
3688	CGFA Colton Groome Financial Advisors Asheville, North Carolina	$13.3M	+$628K	4	3.21%	Increased
3689	HP Hilltop Partners Mishawaka, Indiana	$13.3M	-$1.17M	4	3.22%	Reduced
3690	TCOK Trust Company of Kansas Wichita, Kansas	$13.3M	+$2.89M	4	6.8%	Increased
3691	FC FCA Corp Houston, Texas	$13.2M	+$712K	6	3.26%	Increased
3692	OAM Oxford Asset Management Oxford, United Kingdom	$13.2M	-$7.03M	17	6.51%	Reduced
3693	MAM Mirabaud Asset Management London, United Kingdom	$13.2M	-$6.24M	5	11.01%	Reduced
3694	LF Lee Financial Dallas, Texas	$13.2M	-$1.53M	8	1.69%	Reduced
3695	OCM Ogborne Capital Management San Francisco, California	$13.2M	+$9.86M	1	4.6%	New
3696	RFW Rainier Family Wealth Tacoma, Washington	$13.2M	-$349K	3	7.51%	Reduced
3697	CWG Crown Wealth Group Charlotte, North Carolina	$13.2M	+$405K	5	3.36%	Increased
3698	SI Saxon Interests Houston, Texas	$13.2M	-$983K	6	3.64%	Reduced
3699	Pentwater Capital Management Naples, Florida	$13.2M	-$326M	1	0.08%	Reduced
3700	GC Gilbert & Cook West Des Moines, Iowa	$13.2M	+$797K	13	1.52%	Increased