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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
2276	RCM Radnor Capital Management Wayne, Pennsylvania	$37.2M	+$1.57M	11	5.22%	Increased
2277	FMTC Farmers & Merchants Trust Company Long Beach, California	$37.1M	+$2.5M	6	7.99%	Increased
2278	FRA Front Row Advisors Tiburon, California	$37M	-$1.64M	22	10.71%	Reduced
2279	NC NovaPoint Capital Atlanta, Georgia	$37M	+$1.68M	5	7.69%	Increased
2280	MIP Marietta Investment Partners Milwaukee, Wisconsin	$37M	-$998K	7	6.35%	Reduced
2281	GEA Glen Eagle Advisors Kingston, New Jersey	$36.9M	-$466K	33	4.66%	Reduced
2282	CI Ceera Investments Bellaire, Texas	$36.9M	+$1.42M	13	15.63%	Increased
2283	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$36.8M	-$603K	18	3.75%	Reduced
2284	HAM Harber Asset Management Asheville, North Carolina	$36.8M	-$16M	9	22.09%	Reduced
2285	FCM Fogel Capital Management Stuart, Florida	$36.7M	+$4.34M	3	14.77%	Increased
2286	1M 1248 Management Kansas City, Missouri	$36.6M	+$6.82M	9	14.31%	Increased
2287	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$36.6M	+$58.4K	12	6.9%	Increased
2288	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$36.5M	+$949K	5	11.99%	Increased
2289	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$36.5M	-$687K	9	1.94%	Reduced
2290	OA Oxbow Advisors Austin, Texas	$36.5M	+$866K	8	2.97%	Increased
2291	SLG Stanley-Laman Group Berwyn, Pennsylvania	$36.5M	-$7.73M	8	3.71%	Reduced
2292	TC Trilogy Capital Irvine, California	$36.5M	+$11.4M	10	1.42%	Increased
2293	GF Goodman Financial Houston, Texas	$36.5M	+$19.4M	3	5.63%	Increased
2294	I InterCapital Austin, Texas	$36.4M	+$13.9M	4	9.1%	Increased
2295	CFA Churchill Financial Advisors Louisville, Kentucky	$36.4M	-$1.05M	7	7.02%	Reduced
2296	NI Nepsis Inc Minneapolis, Minnesota	$36.4M	+$17.3M	3	12.36%	Increased
2297	FBT First Bankers Trust Louisville, Kentucky	$36.4M	-$2.48M	6	11.34%	Reduced
2298	ADL Asset Dedication LLC San Francisco, California	$36.4M	-$1.33M	37	2.29%	Reduced
2299	KAS Kemnay Advisory Services New York	$36.3M	+$9.78M	50	4.59%	Increased
2300	BSC Brown Shipley & Co London, United Kingdom	$36.2M	+$1.85M	10	18.75%	Increased