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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
4426	MAM Montchanin Asset Management Montchanin, Delaware	$8.13M	-$1.08M	3	8.29%	Reduced
4427	CA Cumberland Advisors Sarasota, Florida	$8.11M	+$148K	1	2.86%	Increased
4428	FC Farringdon Capital London, United Kingdom	$8.1M	-$16.7M	7	4.01%	Reduced
4429	NP Ninepoint Partners Toronto, Ontario, Canada	$8.1M	+$2.77M	5	0.62%	Increased
4430	BC Burnham & Co Grand Rapids, Michigan	$8.09M	+$8.41M	5	6.53%	New
4431	SFS Summit Financial Strategies Columbus, Ohio	$8.09M	+$196K	2	0.57%	Increased
4432	VAF Values Added Financial Washington, District of Columbia	$8.08M	+$2.12M	5	2.92%	Increased
4433	AIM Athena Investment Management Orinda, California	$8.08M	-$2.28M	4	4.79%	Reduced
4434	DCM Deuterium Capital Management Clearwater, Florida	$8.07M	$0	2	8.74%	Maintained
4435	MIA MeadowBrook Investment Advisors Livonia, Michigan	$8.07M	-$56.1K	6	6.39%	Reduced
4436	CC Cypress Capital Franklin, Tennessee	$8.06M	-$908K	4	2.18%	Reduced
4437	WSFG Wall Street Financial Group Carlinville, Illinois	$8.06M	-$376K	4	4.31%	Reduced
4438	LGG Luts & Greenleigh Group Bethesda, Maryland	$8.06M	+$152K	4	6.1%	Increased
4439	KC Katamaran Capital London, United Kingdom	$8.05M	-$5.7M	4	6.42%	Reduced
4440	LCGC Legacy Capital Group California Los Gatos, California	$8.05M	-$76.1K	7	2.43%	Reduced
4441	GDADCM Groupe des Assurances du Credit Mutuel Strasbourg, France	$8.04M	-$29.1M	1	100%	Reduced
4442	RB Renasant Bank Tupelo, Mississippi	$8.04M	+$887K	6	5.16%	Increased
4443	GIM Groesbeck Investment Management Paramus, New Jersey	$8.04M	-$362K	9	12.8%	Reduced
4444	ZP Zimmer Partners New York	$8.02M	$0	1	0.18%	Maintained
4445	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$8.01M	+$1.09M	7	1.96%	Increased
4446	BCM Bannerstone Capital Management Wayzata, Minnesota	$7.99M	-$627K	5	6.71%	Reduced
4447	TY Titiun Yejiel	$7.98M	$0	1	6.93%	Maintained
4448	SC Schulhoff & Co Cincinnati, Ohio	$7.96M	+$3.88K	2	3.2%	Increased
4449	GBA Garrison Bradford & Associates New York	$7.96M	+$1.89M	2	8.63%	Increased
4450	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$7.95M	+$673K	5	0.74%	Increased