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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
5151	Mesirow Financial Investment Management Chicago, Illinois	$791K	-$16K	3	3.83%	Reduced
5152	HA HC Advisors Sandy Springs, Georgia	$790K	+$173K	2	0.56%	Increased
5153	KFSC Keystone Financial Services (Colorado) Loveland, Colorado	$789K	+$39.2K	1	0.43%	Increased
5154	TAM Tucker Asset Management Littleton, Colorado	$785K	+$254K	18	0.25%	Increased
5155	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$785K	-$2.17K	1	0.77%	Reduced
5156	EC EdgeRock Capital Denver, Colorado	$780K	+$825K	1	0.53%	New
5157	CCM Contrarian Capital Management Greenwich, Connecticut	$778K	+$869K	1	0.14%	New
5158	LAS Lloyd Advisory Services Suwanee, Georgia	$774K	-$992K	1	0.6%	Reduced
5159	BWM Boyd Wealth Management Sacramento, California	$772K	$0	1	0.63%	Maintained
5160	AW Avion Wealth The Woodlands, Texas	$771K	+$78.6K	16	0.24%	Increased
5161	CAM Concorde Asset Management Ann Arbor, Michigan	$771K	-$1.79M	2	1.16%	Reduced
5162	CIA Caerus Investment Advisors West Lake Hills, Texas	$769K	+$157K	1	0.93%	Increased
5163	D Dentgroup Baton Rouge, Louisiana	$765K	$0	1	0.85%	Maintained
5164	CCP Cassia Capital Partners Winston Salem, North Carolina	$759K	-$133K	2	0.76%	Reduced
5165	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$757K	-$212K	1	0.69%	Reduced
5166	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$754K	$0	2	0.38%	Maintained
5167	ETS ESL Trust Services Rochester, New York	$753K	+$55.9K	1	0.26%	Increased
5168	JA JVL Associates Wyoming, Michigan	$752K	+$89.8K	1	0.52%	Increased
5169	LDFO Louis-Dreyfus Family Office Wilton, Connecticut	$752K	$0	1	1.01%	Maintained
5170	CCI Credit Capital Investments Livingston, New Jersey	$750K	-$1.58M	1	0.85%	Reduced
5171	SFO Standard Family Office Sioux Falls, South Dakota	$745K	-$423K	27	7.38%	Reduced
5172	P3I Progeny 3 Inc Kirkland, Washington	$744K	-$715K	1	0.15%	Reduced
5173	BI Bulldog Investors Saddle Brook, New Jersey	$743K	-$98.3K	2	0.21%	Reduced
5174	CMF Counterpoint Mutual Funds San Diego, California	$743K	+$608K	5	0.5%	Increased
5175	MA MAS Advisors Miami, Florida	$743K	+$61.9K	1	0.67%	Increased