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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
3826	CIP Castlefield Investment Partners Manchester,	$12.1M	-$298K	4	8.23%	Reduced
3827	PTCG Pring Turner Capital Group Alamo, California	$12.1M	+$2.14M	2	6.94%	Increased
3828	CM Cercano Management Bellevue, Washington	$12.1M	-$239M	3	1.61%	Reduced
3829	AT Adelphi Trust Saint Petersburg, Florida	$12.1M	-$290K	6	8.01%	Reduced
3830	SAM Socorro Asset Management Dallas, Texas	$12.1M	+$731K	2	5.41%	Increased
3831	UPS UHLMANN PRICE SECURITIES Skokie, Illinois	$12M	+$334K	7	0.45%	Increased
3832	MIM Meros Investment Management Dallas, Texas	$12M	-$9.09M	3	3.82%	Reduced
3833	FC Fjell Capital Fargo, North Dakota	$12M	-$164K	4	8.21%	Reduced
3834	ECP Elwood Capital Partners New York	$12M	+$762K	3	5.94%	Increased
3835	TIAA Trust, National Association Charlotte, North Carolina	$12M	-$11.3M	13	0.71%	Reduced
3836	TNAM Terra Nova Asset Management New York	$12M	+$6.34M	5	7.36%	Increased
3837	IIL Insight Inv LLC El Segundo, California	$12M	-$34.8K	4	5.67%	Reduced
3838	PCM Pamplona Capital Management New York	$12M	$0	1	3.32%	Maintained
3839	CWM Chronos Wealth Management Clearwater, Florida	$12M	+$180K	1	5.33%	Increased
3840	RS R Squared Central, Hong Kong	$12M	+$464K	31	6.3%	Increased
3841	LCG Lynx Capital Group Beachwood, Ohio	$12M	+$2.16M	4	4.84%	Increased
3842	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$12M	+$524K	7	1.4%	Increased
3843	SAM S.A. Mason Holland, Michigan	$11.9M	-$1.08M	11	3.67%	Reduced
3844	TAM Townsend Asset Management Raleigh, North Carolina	$11.9M	+$67.2K	6	3.83%	Increased
3845	WR WD Rutherford Portland, Oregon	$11.9M	-$2.59M	4	4.32%	Reduced
3846	SAM Sunstone Asset Management New York	$11.9M	-$6.38M	7	12.93%	Reduced
3847	OBGC O'Brien Greene & Co Media, Pennsylvania	$11.9M	-$974K	4	3.29%	Reduced
3848	TCM Triumph Capital Management Denver, Colorado	$11.9M	+$78K	43	2.16%	Increased
3849	FFG Forum Finance Group Geneva,	$11.9M	+$6.07M	13	4.28%	Increased
3850	LA LexAurum Advisors Overland Park, Kansas	$11.9M	+$899K	6	1.37%	Increased