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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
3901	AAM Arohi Asset Management Singapore	$11.6M	-$3.91M	1	4.23%	Reduced
3902	SRC Sage Rhino Capital Menlo Park, California	$11.6M	-$653K	9	1.87%	Reduced
3903	EA Emerald Advisors Bellevue, Washington	$11.6M	+$821K	6	1.45%	Increased
3904	ECM Ebert Capital Management Eureka, California	$11.6M	+$365K	4	10.85%	Increased
3905	MSA Marino Stram & Associates Braintree, Massachusetts	$11.5M	+$215K	5	1.84%	Increased
3906	PW PUREfi Wealth Boston, Massachusetts	$11.5M	+$22K	6	6.34%	Increased
3907	EAM Eukles Asset Management Cincinnati, Ohio	$11.5M	-$414K	7	4.76%	Reduced
3908	FCM FirstWave Capital Management Miami, Florida	$11.5M	+$9.71M	5	5.08%	New
3909	PBT Pictet Bank & Trust Nassau, Bahamas	$11.5M	+$1.25M	3	12.35%	Increased
3910	SIM Samara Investment Management Beaverton, Oregon	$11.5M	-$1.44M	4	10.6%	Reduced
3911	APC Alpine Peaks Capital New York	$11.5M	-$1.37M	3	13.46%	Reduced
3912	NL Navalign LLC Encino, California	$11.5M	+$735K	10	2.68%	Increased
3913	SA Sylvest Advisors Dallas, Texas	$11.5M	+$2.78M	6	5.18%	Increased
3914	FLI Family Legacy Inc Greenville, South Carolina	$11.5M	-$21.5K	4	3.06%	Reduced
3915	AC Agman Capital Omaha, Nebraska	$11.5M	+$7.44M	2	7.23%	Increased
3916	LOM LTS One Management New York	$11.5M	-$8.57M	1	4.57%	Reduced
3917	FFG Fiduciary Financial Group San Rafael, California	$11.5M	+$1.12M	10	1.3%	Increased
3918	AI Arvest Investments Lowell, Arkansas	$11.5M	-$25.6K	4	1.39%	Reduced
3919	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$11.5M	+$5.39M	4	1.08%	Increased
3920	MA MW Advisory Atlanta, Georgia	$11.4M	+$12.4M	4	4.57%	New
3921	WWM Waterway Wealth Management The Woodlands, Texas	$11.4M	-$6.62M	7	2.34%	Reduced
3922	THC Truffle Hound Capital Bethesda, Maryland	$11.4M	+$9.69M	4	2.45%	Increased
3923	USWG U.S. Wealth Group Woodbury, New York	$11.4M	+$2M	3	6.84%	Increased
3924	UIA Ulland Investment Advisors Minneapolis, Minnesota	$11.4M	-$28.6K	13	8.41%	Reduced
3925	BWA Blodgett Wealth Advisors Concord, California	$11.4M	-$131K	5	7.64%	Reduced