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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
4301	SB Sunflower Bank Dallas, Texas	$8.83M	+$1.18M	12	2.11%	Increased
4302	RAG RIA Advisory Group Des Moines, Iowa	$8.83M	-$1.51M	5	1.92%	Reduced
4303	MCA Martin Capital Advisors San Antonio, Texas	$8.82M	+$726K	10	4.63%	Increased
4304	RCAP Resolute Capital Asset Partners Denver, Colorado	$8.82M	+$7.24M	3	3.77%	New
4305	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$8.82M	+$1.33M	4	0.97%	Increased
4306	CCM Corsair Capital Management New York	$8.82M	-$57.2K	2	1.1%	Reduced
4307	HCS Himension Capital (Singapore) Singapore	$8.82M	-$5.6M	2	0.54%	Reduced
4308	BTC Bank & Trust Company Litchfield, Illinois	$8.82M	-$169K	10	5.56%	Reduced
4309	ACM Alessandra Capital Management Torrance, California	$8.81M	+$16.2K	5	6.24%	Increased
4310	CAG Curtis Advisory Group Santa Barbara, California	$8.81M	+$306K	3	1.71%	Increased
4311	LFP Lakeshore Financial Planning St. Clair Shores, Michigan	$8.8M	+$195K	4	2.83%	Increased
4312	MCM McKinney Capital Management Houston, Texas	$8.79M	+$2.31M	3	3.46%	Increased
4313	SPW Signet Private Wealth Chicago, Illinois	$8.79M	+$470K	5	7.01%	Increased
4314	PJWM Philip James Wealth Mangement Milton, Georgia	$8.79M	+$1.99M	3	0.99%	Increased
4315	KCM Kerusso Capital Management Winston Salem, North Carolina	$8.79M	+$5.33M	2	3.2%	Increased
4316	SPIO Seven Post Investment Office San Francisco, California	$8.79M	+$10.3M	2	2.49%	Increased
4317	BA Bellwether Advisors Lincoln, Nebraska	$8.78M	-$9.56M	3	1.3%	Reduced
4318	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$8.77M	+$8.22M	1	1.77%	New
4319	DF Donoghue Forlines Boston, Massachusetts	$8.77M	+$4.28M	4	2.27%	Increased
4320	AHIA Andrew Hill Investment Advisors Naples, Florida	$8.75M	+$2.68M	4	6.49%	Increased
4321	HCP Holt Capital Partners Fort Worth, Texas	$8.75M	+$1.81M	6	1.03%	Increased
4322	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$8.75M	+$473K	1	2.36%	Increased
4323	WCG Weaver Consulting Group Huntington Beach, California	$8.75M	+$350K	5	1.79%	Increased
4324	OFA Orographic Financial Advisors Avon, Colorado	$8.74M	-$367K	4	5.79%	Reduced
4325	FAM Forte Asset Management Bedford, New York	$8.74M	-$243K	1	3.57%	Reduced