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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
4026	ACM ADW Capital Management Miami Beach, Florida	$10.6M	+$176K	1	2.27%	Increased
4027	CFA CWS Financial Advisors Kalamazoo, Michigan	$10.6M	+$128K	6	2.35%	Increased
4028	VAM Verity Asset Management Durham, North Carolina	$10.6M	-$706K	3	4.01%	Reduced
4029	IA IAM Advisory Easton, Pennsylvania	$10.6M	+$48.6K	3	2.06%	Increased
4030	TPWA Twin Peaks Wealth Advisors Burlingame, California	$10.6M	-$861K	10	2.39%	Reduced
4031	MCWA Meadow Creek Wealth Advisors Atlanta, Georgia	$10.6M	-$2.13M	8	6.44%	Reduced
4032	TIM Thor Investment Management Cincinnati, Ohio	$10.5M	+$1.37M	4	6%	Increased
4033	TPW Talon Private Wealth The Villages, Florida	$10.5M	-$554K	8	1.23%	Reduced
4034	AM Atwater Malick Lancaster, Pennsylvania	$10.5M	+$1.23M	3	2.29%	Increased
4035	HJIM Henry James International Management New York	$10.5M	+$324K	3	3.15%	Increased
4036	OC Opinicus Capital Tampa, Florida	$10.5M	+$138K	3	5.63%	Increased
4037	EPW Elevated Private Wealth Brookfield, Wisconsin	$10.5M	+$11.6M	7	9.95%	New
4038	SP SWS Partners Columbus, Ohio	$10.5M	-$3.02M	3	2.27%	Reduced
4039	CCM Chaney Capital Management Lynnwood, Washington	$10.5M	+$90.6K	1	3.3%	Increased
4040	PC Purewater Capital Fort Worth, Texas	$10.5M	+$9.9M	4	7.57%	Increased
4041	FHC First Heartland Consultants Lake St. Louis, Missouri	$10.5M	+$887K	7	0.68%	Increased
4042	SH SLT Holdings Scottsdale, Arizona	$10.5M	+$796K	4	6.54%	Increased
4043	CA COFG Advisors Oak Brook, Illinois	$10.5M	+$1.5M	7	1.81%	Increased
4044	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$10.5M	+$379K	3	3.5%	Increased
4045	KTC Kentucky Trust Company Danville, Kentucky	$10.5M	+$103K	10	5.03%	Increased
4046	CFSG Clark Financial Services Group Chesterfield, Missouri	$10.5M	+$526K	9	4.93%	Increased
4047	FFS Flavin Financial Services Melbourne, Florida	$10.4M	+$1.5M	4	5.95%	Increased
4048	GDCM Galaxy Digital Capital Management New York	$10.4M	-$2.28M	3	5.07%	Reduced
4049	BF bLong Financial Memphis, Tennessee	$10.4M	+$208K	6	6.8%	Increased
4050	BMC Beaton Management Company Haverhill, Massachusetts	$10.4M	-$36.3K	8	4.25%	Reduced