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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
2451	Laurion Capital Management New York	$31.8M	-$20.7M	12	0.82%	Reduced
2452	SWA Stratos Wealth Advisors Beachwood, Ohio	$31.8M	-$5.35M	9	1.74%	Reduced
2453	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$31.7M	+$73.3K	5	3.07%	Increased
2454	PA Perennial Advisors New York	$31.7M	+$2.13M	4	4.89%	Increased
2455	SL Salomon & Ludwin Richmond, Virginia	$31.7M	-$848K	69	2.61%	Reduced
2456	FWTB First Western Trust Bank Denver, Colorado	$31.7M	-$3.19M	10	1.54%	Reduced
2457	Seven Grand Managers Bronxville, New York	$31.6M	-$33.2M	2	1.27%	Reduced
2458	SC Saybrook Capital Winston Salem, North Carolina	$31.6M	-$1.18M	3	7.9%	Reduced
2459	TAM Titleist Asset Management San Antonio, Texas	$31.5M	+$1.62M	8	2.12%	Increased
2460	BWM Buckley Wealth Management Las Vegas, Nevada	$31.4M	+$1.3M	4	7.78%	Increased
2461	TM TFJ Management Somerville, Massachusetts	$31.4M	-$4.93M	4	15.25%	Reduced
2462	LCAM Long Corridor Asset Management Hong Kong	$31.4M	-$19.5M	4	9.47%	Reduced
2463	CAIM Catherine Avery Investment Management Longboat Key, Florida	$31.4M	+$7.33M	8	13.7%	Increased
2464	DIP DT Investment Partners Chadds Ford, Pennsylvania	$31.4M	-$65K	21	2.34%	Reduced
2465	MAP Managed Asset Portfolios Rochester, Michigan	$31.3M	-$12.3M	1	3.58%	Reduced
2466	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$31.3M	+$16.4K	4	3.6%	Increased
2467	CWP CFM Wealth Partners Austin, Texas	$31.3M	-$636K	5	4%	Reduced
2468	CET Clean Energy Transition London, United Kingdom	$31.3M	-$12.8M	1	2.18%	Reduced
2469	NI Natural Investments Windsor, California	$31.3M	+$9.13K	17	6.87%	Increased
2470	RPA Rock Point Advisors Burlington, Vermont	$31.3M	+$1.98M	7	7.65%	Increased
2471	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$31.3M	-$785K	11	2.61%	Reduced
2472	CW Channel Wealth Santa Barbara, California	$31.2M	+$1.09M	8	7.01%	Increased
2473	TNA True North Advisors Dallas, Texas	$31.2M	+$788K	13	2.99%	Increased
2474	LA Lakeside Advisors Seattle, Washington	$31.2M	-$406K	1	19.64%	Reduced
2475	SP Stablepoint Partners Braintree, Massachusetts	$31.1M	+$407K	10	4.31%	Increased