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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
4801	AI Aperture Investors New York	$6.03M	-$15.9M	2	0.55%	Reduced
4802	SCA Sulzberger Capital Advisors Miami, Florida	$6.03M	-$280K	2	5.89%	Reduced
4803	DFC DB Fitzpatrick & Co Boise, Idaho	$6.02M	+$721K	8	4.86%	Increased
4804	TFA Trinity Financial Advisors Columbus, Ohio	$6M	+$166K	4	1.54%	Increased
4805	SCM Sterneck Capital Management Kansas City, Missouri	$6M	-$1.01M	2	2.57%	Reduced
4806	ACP Argyle Capital Partners Los Angeles, California	$5.99M	+$50.9K	6	3.77%	Increased
4807	WM Whitford Management New York	$5.99M	+$45.6K	2	5.34%	Increased
4808	YWS Yarger Wealth Strategies Westerville, Ohio	$5.98M	+$1.06M	5	2.15%	Increased
4809	SWM Steinberganna Wealth Management Huntington, New York	$5.98M	+$792K	3	2.43%	Increased
4810	HCWM Hidden Cove Wealth Management Bainbridge Island, Washington	$5.97M	+$538K	3	3.29%	Increased
4811	KSCM Kamunting Street Capital Management Miami Beach, Florida	$5.97M	+$5.01M	2	3.34%	Increased
4812	AA Aire Advisors Beverly Hills, California	$5.96M	-$47.4K	4	0.97%	Reduced
4813	CCA Corps Capital Advisors Southlake, Texas	$5.95M	-$1.17M	4	4.8%	Reduced
4814	LW Libra Wealth Los Gatos, California	$5.95M	+$201K	4	1.52%	Increased
4815	WAP Wealth Analytics Partners San Diego, California	$5.94M	-$71.4K	2	2.16%	Reduced
4816	SAM Southernsun Asset Management Memphis, Tennessee	$5.94M	-$281K	1	0.8%	Reduced
4817	PBK Peoples Bank (Kansas) Pratt, Kansas	$5.94M	-$250K	3	5.77%	Reduced
4818	DI Disciplined Investors Waco, Texas	$5.92M	+$1.73M	5	2.96%	Increased
4819	EWM Evergreen Wealth Management Williamston, Michigan	$5.92M	+$3.41M	2	2.77%	Increased
4820	RFG RFP Financial Group Atlanta, Georgia	$5.91M	+$303K	2	2.65%	Increased
4821	GCS Gordian Capital (Singapore) Singapore	$5.91M	+$1.05M	10	10.15%	Increased
4822	RI Ruggiero Investments West Palm Beach, Florida	$5.91M	-$73.7K	3	4.98%	Reduced
4823	CastleKeep Investment Advisors Westport, Connecticut	$5.9M	+$3.51M	2	2.96%	Increased
4824	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$5.9M	-$356K	3	5.29%	Reduced
4825	SFS Security Financial Services Fort Wayne, Indiana	$5.9M	+$248K	4	0.82%	Increased