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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
1851	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$55.8M	-$780K	12	8.21%	Reduced
1852	HIA Harbor Investment Advisory Lutherville, Maryland	$55.8M	-$365K	54	3.89%	Reduced
1853	IWA Icon Wealth Advisors Houston, Texas	$55.8M	+$3.03M	16	3.36%	Increased
1854	UM Ulysses Management New York	$55.8M	-$21M	2	11.02%	Reduced
1855	WRBC W.R. Berkley Corp Greenwich, Connecticut	$55.7M	+$60.4M	1	2.56%	New
1856	FCT Family Capital Trust Peabody, Massachusetts	$55.7M	+$1.92M	4	18.12%	Increased
1857	CPH C Partners Holding Zurich, Switzerland	$55.7M	-$2.51M	1	16.87%	Reduced
1858	B Bellecapital Zurich, Switzerland	$55.6M	-$2.38M	7	8.9%	Reduced
1859	IFG Advisory Atlanta, Georgia	$55.6M	+$59M	51	1.95%	Increased
1860	EW Evexia Wealth Stevens Point, Wisconsin	$55.6M	-$428K	6	15.05%	Reduced
1861	CFO Cambient Family Office Ada, Michigan	$55.4M	+$676K	14	6.82%	Increased
1862	JCM Jacobi Capital Management Pittston, Pennsylvania	$55.4M	+$1.76M	18	2.71%	Increased
1863	TSS Two Sigma Securities New York	$55.4M	+$34M	58	4.77%	Increased
1864	PGH Partners Group Holding Baar-Zug, Switzerland	$55.3M	$0	1	3.77%	Maintained
1865	DAM Deltec Asset Management New York	$55.2M	-$1.29M	4	8.16%	Reduced
1866	WPW Warther Private Wealth Akron, Ohio	$55.2M	+$18.5M	4	12.11%	Increased
1867	IAM Infinitum Asset Management Fort Lauderdale, Florida	$55.1M	-$24.3M	1	5.6%	Reduced
1868	HCM Hutchinson Capital Management San Rafael, California	$55M	+$136K	5	9.43%	Increased
1869	D1 Capital Partners New York	$55M	-$338M	1	0.16%	Reduced
1870	WSCM Wellington Shields Capital Management New York	$55M	-$5.74M	9	6.97%	Reduced
1871	JGUA John G. Ullman & Associates Corning, New York	$54.9M	-$757K	8	6.66%	Reduced
1872	ERWM Elk River Wealth Management Denver, Colorado	$54.9M	-$6.08M	5	8.75%	Reduced
1873	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$54.8M	+$8.06M	13	10.12%	Increased
1874	TCA Trifecta Capital Advisors Northbrook, Illinois	$54.8M	-$4.37M	23	7.06%	Reduced
1875	CANC Culbertson A N & Co Charlottesville, Virginia	$54.8M	+$337K	6	6.38%	Increased