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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
4051	BCP Berkeley Capital Partners Milton, Georgia	$10.4M	+$522K	4	2.14%	Increased
4052	KIA Koenig Investment Advisory Ashland, Oregon	$10.4M	-$8.28K	2	8.1%	Reduced
4053	Hennessy Advisors Inc Novato, California	$10.4M	-$11M	6	0.33%	Reduced
4054	CFA Collaborative Fund Advisors Reno, Nevada	$10.4M	+$2.67M	8	6.05%	Increased
4055	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$10.4M	-$1.25M	16	7.01%	Reduced
4056	WCCM Willow Creek Capital Management Missoula, Montana	$10.4M	+$11M	4	10.07%	New
4057	TFO Tarbox Family Office Newport Beach, California	$10.4M	+$8.62M	2	1.49%	Increased
4058	CG Circumference Group Little Rock, Arkansas	$10.4M	-$3.82M	4	22.5%	Reduced
4059	PA PFW Advisors Atlanta, Georgia	$10.4M	+$1.2M	5	3.02%	Increased
4060	BSA Bull Street Advisors Savannah, Georgia	$10.3M	-$96.4K	4	4.73%	Reduced
4061	GPI General Partner Inc Pittsburgh, Pennsylvania	$10.3M	-$202K	9	5.57%	Reduced
4062	FCM Fieldview Capital Management Niles, Michigan	$10.3M	-$6.38M	18	2.95%	Reduced
4063	IIM Ironwood Investment Management Boston, Massachusetts	$10.3M	-$944K	9	3.58%	Reduced
4064	AC Avory & Company Miami, Florida	$10.3M	-$2.08M	2	12.92%	Reduced
4065	CWA Clarity Wealth Advisors San Jose, California	$10.3M	+$356K	11	1.82%	Increased
4066	BA BCM Advisors Lafayette, Louisiana	$10.3M	-$136K	2	2.01%	Reduced
4067	Alesco Advisors Pittsford, New York	$10.3M	-$4.88M	6	0.24%	Reduced
4068	TC Trust Company Manhattan, Kansas	$10.3M	-$968K	27	0.93%	Reduced
4069	SJIM St. Johns Investment Management Jacksonville, Florida	$10.3M	+$561K	4	3.9%	Increased
4070	GCA Gradient Capital Advisors San Diego, California	$10.3M	-$482K	5	2.38%	Reduced
4071	BCM Boreal Capital Management Miami, Florida	$10.3M	-$211K	22	7.66%	Reduced
4072	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$10.3M	-$595K	2	2.38%	Reduced
4073	RCWM Royal Capital Wealth Management Carmel, Indiana	$10.3M	+$152K	5	5.77%	Increased
4074	TIM Timelo Investment Management Aurora, Ontario, Canada	$10.3M	+$8.56M	5	2.95%	Increased
4075	CWM Castle Wealth Management West Palm Beach, Florida	$10.3M	+$95.4K	5	3.04%	Increased