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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
1876	MCM Mitchell Capital Management Leawood, Kansas	$54.8M	-$4.07M	5	8.33%	Reduced
1877	TC Tejara Capital London, United Kingdom	$54.7M	-$2.15M	16	22.5%	Reduced
1878	FG Foresight Group London, United Kingdom	$54.7M	-$7.97M	4	9.85%	Reduced
1879	SCA Stokes Capital Advisors Greenwood, South Carolina	$54.7M	-$2.87M	7	11.72%	Reduced
1880	AA Auxano Advisors Bellevue, Washington	$54.7M	+$5.81M	7	10.36%	Increased
1881	CBB Citizens Business Bank Ontario, California	$54.5M	+$3.21M	8	8.21%	Increased
1882	ZF Zhang Financial Portage, Michigan	$54.5M	+$1.41M	12	1.59%	Increased
1883	WTA Washington Trust Advisors Wellesley, Massachusetts	$54.5M	+$662K	30	4.05%	Increased
1884	AC AXQ Capital Jersey City, New Jersey	$54.4M	+$24.7M	50	5.91%	Increased
1885	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$54.4M	+$2.8M	22	4.7%	Increased
1886	Meiji Yasuda Life Insurance Tokyo, Japan	$54.2M	-$2.49M	17	1.8%	Reduced
1887	GIC GFI Investment Counsel Toronto, Ontario, Canada	$54.2M	-$42.5M	2	7.36%	Reduced
1888	AR Advisory Research Chicago, Illinois	$54.2M	+$1.42M	7	5.41%	Increased
1889	CCM Carmel Capital Management Carmel, California	$54.2M	-$261K	2	11.87%	Reduced
1890	CM Conifer Management New York	$54.1M	$0	2	8.93%	Maintained
1891	WAM Wilson Asset Management Sydney, Australia	$54.1M	-$11.1M	6	14.87%	Reduced
1892	WAM Weatherly Asset Management Del Mar, California	$54.1M	-$1.78M	9	3.85%	Reduced
1893	CAM Cozad Asset Management Champaign, Illinois	$54.1M	-$2.65M	8	3.5%	Reduced
1894	AOWM Asset One Wealth Management Bellevue, Washington	$54.1M	+$702K	7	5.71%	Increased
1895	PA Proem Advisors Dallas, Texas	$54M	-$43.7M	4	2.89%	Reduced
1896	KAM Kopion Asset Management Mckinney, Texas	$53.9M	+$11.6M	6	34.1%	Increased
1897	FG Fiduciary Group Savannah, Georgia	$53.9M	-$670K	12	4.23%	Reduced
1898	MCC Money Concepts Capital Palm Beach Gardens, Florida	$53.9M	+$3.44M	12	2.5%	Increased
1899	LCM Landscape Capital Management Englewood, New Jersey	$53.9M	-$28M	38	3.49%	Reduced
1900	CAAS Capital Asset Advisory Services Williamston, Michigan	$53.9M	+$3.83M	12	1.95%	Increased