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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
2051	HCA Harbour Capital Advisors Tysons Corner, Virginia	$46.5M	+$2.09M	16	8.47%	Increased
2052	NS Night Squared New York	$46.5M	+$6.43M	8	4.99%	Increased
2053	EIM Essex Investment Management Boston, Massachusetts	$46.5M	-$5.59M	22	6.09%	Reduced
2054	PPWP Premier Path Wealth Partners Madison, New Jersey	$46.4M	-$933K	17	5.34%	Reduced
2055	BIP Bouvel Investment Partners Phoenixville, Pennsylvania	$46.4M	-$1.69M	7	10.5%	Reduced
2056	GLR Great Lakes Retirement Sandusky, Ohio	$46.4M	+$2.84M	9	4.12%	Increased
2057	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$46.3M	+$458K	13	4.98%	Increased
2058	KWMG King Wealth Management Group Naples, Florida	$46.2M	-$1.48M	4	5.06%	Reduced
2059	GM GeoWealth Management Chicago, Illinois	$46.2M	-$599K	21	1.45%	Reduced
2060	CFM Crawford Fund Management Boston, Massachusetts	$46.2M	+$19.3M	3	7.08%	Increased
2061	MA MONECO Advisors Fairfield, Connecticut	$46.2M	+$13.5M	11	2.82%	Increased
2062	SOW State of Wyoming Cheyenne, Wyoming	$46.1M	+$7.17M	91	4.66%	Increased
2063	TCM Tufton Capital Management Hunt Valley, Maryland	$46M	+$834K	5	7.72%	Increased
2064	CCC Cincinnati Casualty Company Fairfield, Ohio	$46M	$0	2	24.39%	Maintained
2065	KC Knuff & Co Foster City, California	$45.9M	+$2.91M	7	11.63%	Increased
2066	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$45.9M	-$373K	2	6.85%	Reduced
2067	AWA Arete Wealth Advisors Chicago, Illinois	$45.9M	+$5.98M	4	3.03%	Increased
2068	ACM Academy Capital Management Waco, Texas	$45.8M	-$1.85M	1	6.06%	Reduced
2069	MAM Morse Asset Management Darien, Connecticut	$45.8M	-$2.39M	16	7.58%	Reduced
2070	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$45.7M	-$637K	10	8.25%	Reduced
2071	FMB Field & Main Bank Henderson, Kentucky	$45.7M	-$34.2K	15	9.42%	Reduced
2072	WM Wishbone Management Chicago, Illinois	$45.7M	+$15.3M	1	19.72%	Increased
2073	LSPW Lake Street Private Wealth Chicago, Illinois	$45.6M	+$3.97M	8	5.22%	Increased
2074	TP TritonPoint Partners Chevy Chase, Maryland	$45.6M	+$32.8M	13	3.78%	Increased
2075	JB Capital Wethersfield, Connecticut	$45.6M	+$4.9M	5	1.58%	Increased