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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
3701	SRA Secured Retirement Advisors St Louis Park, Minnesota	$13.2M	-$584K	7	6.76%	Reduced
3702	ONGA O'Neil Global Advisors Los Angeles, California	$13.2M	+$9.53M	1	2.95%	New
3703	PWM Peterson Wealth Management Sparks, Nevada	$13.2M	+$7.33M	5	6.14%	Increased
3704	FCMA Foresight Capital Management Advisors Saline, Michigan	$13.2M	+$118K	3	6.4%	Increased
3705	PP Patron Partners Houston, Texas	$13.2M	-$188K	10	5.06%	Reduced
3706	FSA Financial Sense Advisors San Diego, California	$13.1M	+$7.17M	5	2.59%	Increased
3707	MC Mathes Company New York	$13.1M	+$946K	4	4.08%	Increased
3708	FWM Forza Wealth Management Sarasota, Florida	$13.1M	+$97.2K	9	4.02%	Increased
3709	CCM Chiron Capital Management Tallahassee, Florida	$13.1M	+$108K	12	11.76%	Increased
3710	VWM Vivid Wealth Management West Des Moines, Iowa	$13.1M	+$5.41M	5	4.61%	Increased
3711	AFC AFT Forsyth & Company West Palm Beach, Florida	$13.1M	-$5.27M	9	6.3%	Reduced
3712	AP AlpInvest Partners Amsterdam, Netherlands	$13.1M	+$3.66M	3	21.84%	Increased
3713	XSC X-Square Capital Guaynabo, Puerto Rico	$13.1M	+$6.55M	5	3.32%	Increased
3714	AWM Abound Wealth Management Franklin, Tennessee	$13.1M	+$3.98M	42	2.6%	Increased
3715	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$13.1M	+$2.15M	14	2.67%	Increased
3716	VGDSS VUB Generali dochodkova spravcovska spolocnost Bratislava,	$13.1M	$0	7	9.02%	Maintained
3717	FBCM Fort Baker Capital Management Larkspur, California	$13.1M	-$28.4M	2	0.96%	Reduced
3718	GW Griffith & Werner Canton, Georgia	$13M	+$1.55M	5	6.11%	Increased
3719	OPW Oxler Private Wealth Rye Brook, New York	$13M	-$159K	3	3.73%	Reduced
3720	LCG Luxor Capital Group New York	$13M	-$430K	4	0.52%	Reduced
3721	L1 Capital Melbourne VIC 3000, Australia	$13M	+$17.4M	1	0.44%	New
3722	BIG Builder Investment Group Atlanta, Georgia	$13M	+$110K	2	2.58%	Increased
3723	HAG HF Advisory Group Annapolis, Maryland	$13M	+$1.31M	7	4.03%	Increased
3724	VIA Victrix Investment Advisors Stuart, Florida	$13M	+$1.81M	3	5.46%	Increased
3725	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$13M	-$806K	5	7.15%	Reduced