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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
1826	RI RWWM Inc Rocklin, California	$57.1M	+$12.6M	4	4.22%	Increased
1827	HIC Holderness Investments Company Greensboro, North Carolina	$57M	+$740K	8	9.51%	Increased
1828	CoreCap Advisors Southfield, Michigan	$57M	+$7.31M	82	1.68%	Increased
1829	Financial Engines Advisors Santa Clara, California	$57M	+$2.14M	11	0.1%	Increased
1830	FHA Flagship Harbor Advisors Boston, Massachusetts	$57M	+$219K	15	2.18%	Increased
1831	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$56.9M	+$5.68M	11	5.5%	Increased
1832	TCM Tributary Capital Management Omaha, Nebraska	$56.8M	+$12.9M	11	4.67%	Increased
1833	EC Elequin Capital New York	$56.8M	+$60.6M	26	1.69%	Increased
1834	AMG National Trust Bank Greenwood Village, Colorado	$56.7M	-$6.22M	14	1.16%	Reduced
1835	CBA Coastal Bridge Advisors Westport, Connecticut	$56.7M	+$3.74M	18	3.5%	Increased
1836	Appaloosa LP Short Hills, New Jersey	$56.7M	+$26.8M	1	0.73%	Increased
1837	CIG Cullen Investment Group Lafayette, Louisiana	$56.6M	-$1.78M	7	6.85%	Reduced
1838	HIP Harrell Investment Partners Austin, Texas	$56.6M	-$550K	9	12.26%	Reduced
1839	Pure Financial Advisors San Diego, California	$56.5M	+$4.99M	17	0.72%	Increased
1840	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$56.4M	+$1.48M	5	8.69%	Increased
1841	SIG Sky Investment Group Hartford, Connecticut	$56.3M	+$3.34M	12	8.84%	Increased
1842	Kestra Investment Management Austin, Texas	$56.3M	-$833K	25	1.09%	Reduced
1843	IA Integrity Alliance Urbandale, Iowa	$56.2M	-$50.1K	12	1.76%	Reduced
1844	SGA Strategic Global Advisors Newport Beach, California	$56.2M	-$8.49M	8	8.01%	Reduced
1845	HFCII H&F Corporate Investors IX San Francisco, California	$56M	$0	1	100%	Maintained
1846	JA JLB & Associates Plymouth, Michigan	$56M	+$5.52M	4	7.48%	Increased
1847	CFSG Community Financial Services Group Newport, Vermont	$55.9M	-$7.14M	21	8.15%	Reduced
1848	MO McMillan Office St. Clair Shores, Michigan	$55.9M	+$410K	18	6.42%	Increased
1849	Avantax Planning Partners Dubuque, Iowa	$55.9M	-$541K	11	1.39%	Reduced
1850	LN Lightrock Netherlands Utrecht, Netherlands	$55.9M	+$27.9M	3	11.03%	Increased