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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
4951	EMAM Encompass More Asset Management Danville, California	$5.4M	-$2.64M	6	0.79%	Reduced
4952	MA MKT Advisors Escondido, California	$5.39M	-$513K	3	1.68%	Reduced
4953	CFG Certior Financial Group King Of Prussia, Pennsylvania	$5.39M	+$2.66M	6	2.95%	Increased
4954	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$5.39M	+$1.01M	3	1.77%	Increased
4955	SVWG Shared Vision Wealth Group Carlsbad, United States	$5.38M	-$90.9K	2	1.85%	Reduced
4956	MFPI Midwest Financial Partners Investments St. Cloud, Minnesota	$5.38M	-$210K	3	2.23%	Reduced
4957	TIM Tevis Investment Management Plano, Texas	$5.38M	-$176K	1	2.94%	Reduced
4958	FCM Family Capital Management Grand Rapids, Michigan	$5.38M	-$305K	3	2.08%	Reduced
4959	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$5.38M	$0	1	2.74%	Maintained
4960	PP Pingora Partners Wilson, Wyoming	$5.38M	+$339	11	3.14%	Increased
4961	UOIF University of Illinois Foundation Champaign, Illinois	$5.38M	$0	1	0.96%	Maintained
4962	SA SAM Advisors Oakhurst, California	$5.37M	+$403K	2	1.47%	Increased
4963	WHC Wulff, Hansen & Co San Rafael, California	$5.37M	+$361K	3	4.12%	Increased
4964	TA TrueWealth Advisors Birmingham, Alabama	$5.37M	-$51.7K	5	1.21%	Reduced
4965	HCA Hardworking Capital Advisors Palm Desert, California	$5.37M	+$24.4K	6	4.39%	Increased
4966	LBC Leigh Baldwin & Co Cazenovia, New York	$5.35M	-$564K	5	2.88%	Reduced
4967	CAG Centerpoint Advisory Group Overland Park, Kansas	$5.35M	-$22.7K	2	3.39%	Reduced
4968	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$5.35M	+$32.6K	3	2.65%	Increased
4969	PWM Platform Wealth Management Holladay, Utah	$5.35M	+$5.96M	3	1.96%	New
4970	OIM Opus Investment Management Worcester, Massachusetts	$5.35M	$0	2	2.92%	Maintained
4971	PCM Park Capital Management Madison, Wisconsin	$5.34M	+$1.11M	10	3.15%	Increased
4972	GB Goepper Burkhardt Greenville, South Carolina	$5.34M	-$469K	2	1.6%	Reduced
4973	RFN Redwood Financial Network Solon, Ohio	$5.34M	+$631K	10	2.96%	Increased
4974	AT Arlington Trust Birmingham, Alabama	$5.34M	+$185K	30	0.45%	Increased
4975	SPI Sutton Place Investors Katonah, New York	$5.33M	+$119K	4	2.58%	Increased