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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
5926	GC Granville Capital Greensboro, North Carolina	$2.27M	+$4.13K	3	1.01%	Increased
5927	NAM Nexpoint Asset Management Dallas, Texas	$2.27M	-$308M	2	0.15%	Reduced
5928	MAM Marotta Asset Management Charlottesville, Virginia	$2.27M	+$17.4K	3	0.38%	Increased
5929	TLA Tanglewood Legacy Advisors Houston, Texas	$2.27M	+$21K	7	0.73%	Increased
5930	PTC Provident Trust Company Waukesha, Wisconsin	$2.26M	-$1.21M	1	0.05%	Reduced
5931	PFS Professional Financial Solutions Falls Chruch, Virginia	$2.26M	-$780K	2	1.76%	Reduced
5932	E Entelevest Coral Gables, Florida	$2.26M	-$367K	3	1.93%	Reduced
5933	FIA FPC Investment Advisory Petaluma, California	$2.26M	-$92.6K	2	1.06%	Reduced
5934	PCMM Piedmont Capital Management (Montana) Whitefish, Montana	$2.25M	-$29.4K	3	1.14%	Reduced
5935	BSTWA Blake Schutter Theil Wealth Advisors Dayton, Ohio	$2.25M	+$105K	3	1.52%	Increased
5936	KFS Kelly Financial Services Braintree, Massachusetts	$2.25M	-$127K	3	0.48%	Reduced
5937	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$2.25M	-$9.94M	1	0.44%	Reduced
5938	PCMN Paradigm Capital Management (Nevada) Reno, Nevada	$2.25M	-$495K	1	1.93%	Reduced
5939	MWM MBE Wealth Management Tomah, Wisconsin	$2.24M	+$168K	4	0.79%	Increased
5940	Mubadala Investment Company Abu Dhabi, United Arab Emirates	$2.23M	-$14.6M	1	0.01%	Reduced
5941	GSWA Good Steward Wealth Advisors Clarksville, Tennessee	$2.23M	-$161K	3	1.35%	Reduced
5942	CA Claris Advisors St. Louis, Missouri	$2.23M	+$81.3K	1	0.58%	Increased
5943	BAM Bayshore Asset Management Coral Gables, Florida	$2.23M	+$663K	3	0.8%	Increased
5944	BW BostonPremier Wealth Hanover, Massachusetts	$2.23M	+$269K	2	0.95%	Increased
5945	TA Teton Advisors Rye, New York	$2.22M	+$239K	7	1.29%	Increased
5946	GWM GK Wealth Management Reno, Nevada	$2.22M	+$2.08M	4	1.17%	Increased
5947	LWM Laidlaw Wealth Management New York City, New York	$2.22M	+$25.2K	2	6.33%	Increased
5948	CCAL City Center Advisors LLC Troy, Michigan	$2.22M	+$328K	6	1.8%	Increased
5949	HVCM Hel Ved Capital Management Central, Hong Kong	$2.21M	-$4.19M	1	0.16%	Reduced
5950	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$2.21M	-$59K	5	6.86%	Reduced