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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
4851	Index Fund Advisors Irvine, California	$5.79M	+$1.09M	3	0.23%	Increased
4852	PWAC Private Wealth Advisors (California) Fresno, California	$5.79M	+$5.98M	1	1.48%	Increased
4853	JFG Juno Financial Group Richmond, Virginia	$5.79M	+$599K	2	2.05%	Increased
4854	ABLA Alan B. Lancz & Associates Toledo, Ohio	$5.78M	+$296K	6	5.03%	Increased
4855	BCM Birmingham Capital Management Birmingham, Alabama	$5.78M	+$80.9K	2	2.2%	Increased
4856	FH FWG Holdings Winter Park, Florida	$5.78M	+$585K	4	2.01%	Increased
4857	MCM Massar Capital Management Stamford, Connecticut	$5.78M	-$8.71M	6	0.56%	Reduced
4858	AWA Aletheian Wealth Advisors Bellevue, Washington	$5.77M	+$889K	4	2.47%	Increased
4859	SCA Sippican Capital Advisors Boston, Massachusetts	$5.75M	+$2.4M	3	3.51%	Increased
4860	HIC Hamrick Investment Counsel Seattle, Washington	$5.75M	-$2.75M	4	3.81%	Reduced
4861	PRTG Post Resch Tallon Group Pittsford, New York	$5.75M	-$669K	5	3.98%	Reduced
4862	IF Integrity Financial Cheyenne, Wyoming	$5.74M	-$1.92M	5	2.74%	Reduced
4863	TWM Triton Wealth Management Sun City, Arizona	$5.74M	+$449K	5	1.76%	Increased
4864	MWM Massachusetts Wealth Management North Andover, Massachusetts	$5.74M	+$25.5K	4	2.19%	Increased
4865	1NWS 1 North Wealth Services Annapolis, Maryland	$5.73M	-$133K	11	1.87%	Reduced
4866	GCP Gill Capital Partners Denver, Colorado	$5.72M	-$9.77K	26	1.51%	Reduced
4867	AAA Andrews Advisory Associates Honolulu, Hawaii	$5.72M	+$355K	4	2.75%	Increased
4868	BM Bridger Management New York	$5.71M	$0	2	3.81%	Maintained
4869	LSA Lansing Street Advisors Ambler, Pennsylvania	$5.71M	+$313K	3	1.21%	Increased
4870	LFS Littlejohn Financial Services Roseburg, Oregon	$5.69M	+$1.71M	4	4.14%	Increased
4871	TWA Talisman Wealth Advisors Mountainside, New Jersey	$5.69M	+$91.9K	5	4.23%	Increased
4872	MWM Mosley Wealth Management Anaheim, California	$5.69M	+$519K	24	1.81%	Increased
4873	4A 4Wealth Advisors Burr Ridge, Illinois	$5.68M	+$372K	7	4.36%	Increased
4874	MSCM McElhenny Sheffield Capital Management Dallas, Texas	$5.68M	+$212K	3	1.41%	Increased
4875	TMC Themes Management Co Greenwich, Connecticut	$5.67M	-$348K	4	3.76%	Reduced