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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
3851	FFA Fi3 Financial Advisors Indianapolis, Indiana	$11.9M	+$7.58M	15	2.84%	Increased
3852	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$11.9M	+$53.4K	10	1.02%	Increased
3853	CIA Cape Investment Advisory Mcdonough, Georgia	$11.9M	+$1.45M	48	3.17%	Increased
3854	RA Riversedge Advisors Wilmington, Delaware	$11.9M	+$3.76M	16	1.56%	Increased
3855	AWM Ameliora Wealth Management Zurich, Switzerland	$11.9M	-$10K	12	3.52%	Reduced
3856	OWA Octavia Wealth Advisors Cincinnati, Ohio	$11.8M	-$1.76M	4	1.02%	Reduced
3857	WCM Westend Capital Management Sausalito, California	$11.8M	+$8.75M	5	2.71%	Increased
3858	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$11.8M	+$72.1K	8	2.51%	Increased
3859	RA Riverstone Advisors New Braunfels, Texas	$11.8M	+$610K	5	4.91%	Increased
3860	EFM Eley Financial Management South Burlington, Vermont	$11.8M	-$1.31M	2	3.82%	Reduced
3861	BCM Blume Capital Management Berkeley, California	$11.8M	+$1.3M	15	1.73%	Increased
3862	NWAG Net Worth Advisory Group Sandy, Utah	$11.8M	-$2.71M	12	2.97%	Reduced
3863	BPW Bingham Private Wealth San Francisco, California	$11.8M	+$155K	7	8.11%	Increased
3864	CC Congruence Capital Los Angeles, California	$11.8M	+$597K	1	3.08%	Increased
3865	MAG Meadowbrook Advisors Group Bedminster, New Jersey	$11.8M	-$982K	8	6.29%	Reduced
3866	SWM Sandro Wealth Management Fairfield, New Jersey	$11.8M	+$655K	8	8.5%	Increased
3867	CSB City State Bank Norwalk, Iowa	$11.8M	+$775K	23	2.69%	Increased
3868	CL CSS LLC Chicago, Illinois	$11.7M	-$4.04M	21	0.46%	Reduced
3869	WI Wealth Intelligence Columbus, Georgia	$11.7M	+$518K	4	5.45%	Increased
3870	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$11.7M	+$6.79M	1	2.51%	Increased
3871	AFW Avantra Family Wealth Mechanicsburg, Pennsylvania	$11.7M	-$333K	9	7.49%	Reduced
3872	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$11.7M	+$905K	4	2.53%	Increased
3873	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$11.7M	+$202K	15	3.2%	Increased
3874	BIP Blueprint Investment Partners Greensboro, North Carolina	$11.7M	+$3.38M	2	0.98%	Increased
3875	PWM Prentice Wealth Management Rochester, New York	$11.7M	-$33.4K	9	2.41%	Reduced