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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
4576	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$7.24M	-$791K	2	2.09%	Reduced
4577	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$7.24M	+$531K	4	1.14%	Increased
4578	VFA Values First Advisors Gray, Tennessee	$7.23M	+$950K	7	3.3%	Increased
4579	EMCIP Ewing Morris & Co Investment Partners Toronto, Ontario, Canada	$7.23M	+$1.75M	3	3.78%	Increased
4580	LF Lighthouse Financial Largo, Florida	$7.23M	-$199K	3	3.75%	Reduced
4581	GCM Gables Capital Management Miami, Florida	$7.23M	+$761K	17	2.61%	Increased
4582	CAM CenterStar Asset Management Chicago, Illinois	$7.23M	-$9.83M	5	1.23%	Reduced
4583	CWM Challenger Wealth Management Aliso Viejo, California	$7.2M	-$149K	4	5.3%	Reduced
4584	GIG Goodnow Investment Group Darien, Connecticut	$7.2M	-$3.2M	1	0.75%	Reduced
4585	MCM Militia Capital Management Austin, Texas	$7.19M	-$7.26M	6	0.21%	Reduced
4586	CIG Cascade Investment Group Colorado Springs, Colorado	$7.18M	-$641K	7	4.03%	Reduced
4587	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$7.17M	+$1.02M	6	3.22%	Increased
4588	CPC CFC Planning Company Cicero, Indiana	$7.17M	-$726K	5	4.19%	Reduced
4589	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$7.16M	-$403K	10	6.48%	Reduced
4590	MCM Mainstay Capital Management Grand Blanc, Michigan	$7.16M	+$650K	5	0.53%	Increased
4591	WCM Windsor Capital Management Phoenix, Arizona	$7.15M	-$868K	5	1.86%	Reduced
4592	SWM Salvus Wealth Management Red Bank, New Jersey	$7.15M	-$809K	6	4.01%	Reduced
4593	GA GoalVest Advisory New York	$7.14M	-$3.08M	16	1.33%	Reduced
4594	SGM Scalar Gauge Management Dallas, Texas	$7.14M	-$3.86M	3	3.93%	Reduced
4595	MCRM Midway Capital Research & Management Chicago, Illinois	$7.13M	+$215K	8	5.67%	Increased
4596	BCG Barington Capital Group New York	$7.12M	-$4.3M	1	5.01%	Reduced
4597	PP Postrock Partners Overland Park, Oregon	$7.11M	-$375K	6	2.89%	Reduced
4598	ECP Electric Capital Partners Palo Alto, California	$7.11M	$0	2	6.96%	Maintained
4599	ARC Advisor Resource Council Dallas, Texas	$7.11M	+$232K	7	2%	Increased
4600	DCM Delta Capital Management Red Bank, New Jersey	$7.1M	+$117K	4	3.27%	Increased