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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
3726	EC Enhancing Capital Harrisburg, Pennsylvania	$13M	+$1.07M	6	8.96%	Increased
3727	TWM TLW Wealth Management Indian Rocks Beach, Florida	$13M	-$301K	1	7.37%	Reduced
3728	RBWA RFG - Bristol Wealth Advisors Taunton, Massachusetts	$13M	-$769K	4	3.15%	Reduced
3729	CIM Caldwell Investment Management Toronto, Ontario, Canada	$13M	-$2.24M	2	8.53%	Reduced
3730	UWP Uniting Wealth Partners Mission, Kansas	$13M	+$991K	10	2.64%	Increased
3731	IRC Investors Research Corp Atlanta, Georgia	$13M	+$2.01M	26	2.32%	Increased
3732	UCB United Community Bank Greenville, South Carolina	$13M	-$1.8M	21	4.01%	Reduced
3733	BW BXM Wealth Englewood, Colorado	$13M	+$3.23M	6	7.06%	Increased
3734	AP Atwood & Palmer Kansas City, Missouri	$13M	-$203K	17	0.69%	Reduced
3735	CTC Cetera Trust Company St. Paul, Minnesota	$12.9M	-$87.7K	17	6.5%	Reduced
3736	GP Geneva Partners Lake Geneva, Wisconsin	$12.9M	-$1.7M	2	3.45%	Reduced
3737	GCM Gumshoe Capital Management New York	$12.9M	-$4.96M	1	11.82%	Reduced
3738	ETCM Evolutionary Tree Capital Management Alexandria, Virginia	$12.9M	+$144K	6	24.38%	Increased
3739	PAS Parsonex Advisory Services Englewood, Colorado	$12.9M	-$484K	5	11.24%	Reduced
3740	SIC Sterling Investment Counsel Buffalo, New York	$12.9M	+$680K	6	3.04%	Increased
3741	CSI Clark & Stuart Inc Portland, Maine	$12.9M	+$1.74M	4	8.09%	Increased
3742	HPC Hobart Private Capital Charlotte, North Carolina	$12.9M	-$158K	5	2.21%	Reduced
3743	RB Richmond Brothers Jackson, Michigan	$12.9M	+$13.1M	7	6.69%	Increased
3744	SFS Strategic Financial Services Utica, New York	$12.9M	-$173K	5	0.56%	Reduced
3745	OA Operose Advisors Milwaukee, Wisconsin	$12.8M	+$160K	14	2.48%	Increased
3746	BFF Byrne Financial Freedom Franklin, Massachusetts	$12.8M	+$1.4M	7	5.01%	Increased
3747	CWP Core Wealth Partners Santa Rosa, California	$12.8M	-$978K	5	5.47%	Reduced
3748	CFS Commonwealth Financial Services Vienna, West Virginia	$12.8M	+$2M	11	1.72%	Increased
3749	CC Clearwave Capital Upland, California	$12.8M	+$1.71M	7	7.06%	Increased
3750	TFP TrueWealth Financial Partners Bellevue, Washington	$12.8M	-$3.7M	1	5.29%	Reduced