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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
3776	FIM Fruth Investment Management Houston, Texas	$12.6M	-$253K	6	2.99%	Reduced
3777	AI ArchPoint Investors Coral Gables, Florida	$12.5M	-$404K	2	2.65%	Reduced
3778	VIP Vista Investment Partners Oklahoma City, Oklahoma	$12.5M	-$908K	7	3.14%	Reduced
3779	YP YANKCOM Partnership Yankton, South Dakota	$12.5M	-$485	10	4.48%	Reduced
3780	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$12.5M	+$13.2M	7	5.2%	New
3781	PIA Prakash Investment Advisors Andover, Massachusetts	$12.5M	-$2.11M	7	7.17%	Reduced
3782	IPAM Investment Partners Asset Management Metuchen, New Jersey	$12.5M	+$1.09M	8	6.93%	Increased
3783	AFG ABLE Financial Group Scottsdale, Arizona	$12.5M	+$161K	7	2.09%	Increased
3784	TB Terril Brothers St. Louis, Missouri	$12.4M	+$7.81M	3	3.21%	Increased
3785	HLCM Hi-Line Capital Management Watertown, South Dakota	$12.4M	+$6.51M	1	3.49%	Increased
3786	KFP Keystone Financial Planning Cleveland, Ohio	$12.4M	$0	2	3.2%	Maintained
3787	IAM Iridian Asset Management Westport, Connecticut	$12.4M	-$558K	3	4.26%	Reduced
3788	ACA Arsenal Capital Advisors Conshohocken, Pennsylvania	$12.4M	-$27.2K	3	7.32%	Reduced
3789	GCC Game Creek Capital Boston, Massachusetts	$12.4M	-$2.34M	4	4.38%	Reduced
3790	CTFG Capstone Triton Financial Group Oklahoma City, Oklahoma	$12.4M	+$13M	6	7.13%	New
3791	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$12.4M	-$4.46M	11	2.34%	Reduced
3792	OCM Once Capital Management New York	$12.4M	-$2.61M	1	1.02%	Reduced
3793	MSK Melissa S. Kampmann	$12.4M	-$1.07M	6	9.34%	Reduced
3794	HWA HHM Wealth Advisors Chattanooga, Tennessee	$12.4M	+$936K	21	1.24%	Increased
3795	FI Finivi Inc Westborough, Massachusetts	$12.3M	-$1.95M	3	6.33%	Reduced
3796	CAS Coppell Advisory Solutions Coppell, Texas	$12.3M	+$18.1M	13	1.02%	Increased
3797	MC Miramontes Capital Newport, California	$12.3M	+$383K	3	3.83%	Increased
3798	ACA Atlas Capital Advisors Jackson, Wyoming	$12.3M	-$6.3M	31	1.35%	Reduced
3799	BEC Blue Edge Capital Richmond, Virginia	$12.3M	-$236K	5	1.48%	Reduced
3800	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$12.3M	+$219K	9	4.42%	Increased