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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
3951	CPA Cardiff Park Advisors Carlsbad, California	$11.2M	-$1.36M	6	0.87%	Reduced
3952	FCCM First City Capital Management Savannah, Georgia	$11.2M	+$21.1K	5	5.45%	Increased
3953	HOWA Hudson Oak Wealth Advisory Hoboken, New Jersey	$11.2M	-$1.93M	3	8.61%	Reduced
3954	CWM C2C Wealth Management Scottsdale, Arizona	$11.2M	-$281K	2	8.74%	Reduced
3955	VIM Villanova Investment Management Wayne, Pennsylvania	$11.2M	+$3.63M	5	10.58%	Increased
3956	WWM Whalen Wealth Management Las Vegas, Nevada	$11.1M	-$2.64M	8	5.01%	Reduced
3957	BCM Bronte Capital Management Bondi Junction, Australia	$11.1M	-$2.57M	6	1.2%	Reduced
3958	HCM HMS Capital Management Nashville, Tennessee	$11.1M	-$421K	7	4.16%	Reduced
3959	AIM AMI Investment Management Kendallville, Indiana	$11.1M	+$772K	3	2.36%	Increased
3960	GA GSG Advisors Mount Laurel, New Jersey	$11.1M	-$429K	4	2.44%	Reduced
3961	GWP Gen-Wealth Partners Zeeland, Michigan	$11.1M	-$437K	18	3.08%	Reduced
3962	NF Nvest Financial Portsmouth, New Hampshire	$11.1M	+$1.36M	7	3.5%	Increased
3963	OC OceanIQ Capital Palo Alto, California	$11.1M	+$8.76M	4	6.68%	New
3964	SP Symmetry Partners Glastonbury, Connecticut	$11M	+$1.67M	8	0.56%	Increased
3965	AWS Aspen Wealth Strategies Arvada, Colorado	$11M	-$169K	3	5.34%	Reduced
3966	MAM McLaughlin Asset Management Danville, Illinois	$11M	+$3.23M	6	7.59%	Increased
3967	SWP Summit Wealth Partners Orlando, Florida	$11M	+$479K	5	1.57%	Increased
3968	RL Rogco LP Claremore, Oklahoma	$11M	+$66.9K	9	3.37%	Increased
3969	RWPA Richard W. Paul & Associates Novi, Michigan	$11M	+$4.9M	12	3.37%	Increased
3970	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$11M	-$74.8K	3	2.04%	Reduced
3971	AGP Autumn Glory Partners Dallas, Texas	$11M	+$4.47M	5	3.12%	Increased
3972	CWP Curated Wealth Partners El Segundo, California	$11M	-$3.17M	10	1.27%	Reduced
3973	LBWM Left Brain Wealth Management Naperville, Illinois	$11M	-$1.7M	3	3.31%	Reduced
3974	KSB Kennebec Savings Bank Augusta, Maine	$11M	+$935K	10	8.79%	Increased
3975	SGWP Sun Group Wealth Partners Irvine, California	$11M	+$253K	2	7.47%	Increased