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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
2176	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$40.6M	-$1.98M	10	6.4%	Reduced
2177	CICC Capital Investment Counsel (Colorado) Denver, Colorado	$40.6M	-$400K	3	5.03%	Reduced
2178	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$40.6M	+$17.7M	13	10.68%	Increased
2179	MWAM Manhattan West Asset Management Los Angeles, California	$40.6M	+$5.53M	4	6.78%	Increased
2180	KWM Keebeck Wealth Management Chicago, Illinois	$40.6M	-$1.6M	18	3.97%	Reduced
2181	NIP Nicholas Investment Partners Rancho Santa Fe, California	$40.6M	-$6.76M	8	2.29%	Reduced
2182	TSW Three Seasons Wealth Salt Lake City, Utah	$40.6M	+$28.3M	10	3.69%	Increased
2183	PCC Perry Creek Capital New York	$40.6M	+$43.3M	2	18.57%	New
2184	STP Science & Technology Partners New York	$40.4M	+$39.4M	14	6.82%	Increased
2185	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$40.4M	+$37.8K	8	5.95%	Increased
2186	BG BDF Gestion Paris, France	$40.4M	-$25.5M	13	5.41%	Reduced
2187	FA Fagan Associates Troy, New York	$40.3M	+$1.61M	5	4.96%	Increased
2188	KP Keel Point Huntsville, Alabama	$40.3M	+$766K	18	2.38%	Increased
2189	AOWM Alpha Omega Wealth Management Richmond, Virginia	$40.3M	-$272K	10	6.13%	Reduced
2190	MKC M. Kraus & Co Shelburne, Vermont	$40.3M	+$191K	5	10.69%	Increased
2191	CF Convergence Financial Columbia, Missouri	$40.2M	+$14M	5	3.2%	Increased
2192	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$40.2M	-$10.6M	7	6.11%	Reduced
2193	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$40.1M	+$4.65M	10	2.1%	Increased
2194	RAM Ramirez Asset Management New York	$40.1M	+$13.3M	18	4.18%	Increased
2195	CL CIM LLC Albany, New York	$40M	+$4.96M	8	5.17%	Increased
2196	SIM Seaview Investment Managers Miami, Florida	$40M	+$4.8M	4	11.93%	Increased
2197	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$39.9M	+$2.17M	12	2.24%	Increased
2198	ACA Apis Capital Advisors New York	$39.9M	+$2.02M	2	3.88%	Increased
2199	CA Crewe Advisors Salt Lake City, Utah	$39.7M	+$449K	45	2.87%	Increased
2200	CTC (Chicago Trading Company) Chicago, Illinois	$39.6M	-$33.9M	1	0.01%	Reduced