← All themes

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
2476	Fenimore Asset Management Cobleskill, New York	$1.38M	-$97.9K	1	0.07%	Reduced
2477	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.37M	-$252K	12	0.25%	Reduced
2478	KWMG King Wealth Management Group Naples, Florida	$1.36M	-$3.29M	2	0.84%	Reduced
2479	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.34M	-$19.9K	2	1.28%	Reduced
2480	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$1.33M	+$7.19K	6	0.3%	Increased
2481	PG Proffitt & Goodson Knoxville, Tennessee	$1.32M	-$31.4K	1	0.8%	Reduced
2482	Mariner Independent Advisor Network Overland Park, Kansas	$1.3M	+$1.32M	3	0.64%	New
2483	MS Marshall & Sullivan Seattle, Washington	$1.3M	+$359K	2	2.16%	Increased
2484	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.29M	-$1.8M	3	0.23%	Reduced
2485	NIM NuWave Investment Management Parsippany, New Jersey	$1.29M	-$231K	8	3.31%	Reduced
2486	WA WealthTrust-Arizona Scottsdale, Arizona	$1.27M	-$114K	24	1.36%	Reduced
2487	VCP Vista Capital Partners Portland, Oregon	$1.27M	-$32.8K	3	0.41%	Reduced
2488	PA Planning Alternatives Birmingham, Michigan	$1.26M	+$153K	2	0.31%	Increased
2489	WI Wedgewood Investors Erie, Pennsylvania	$1.25M	+$88.6K	2	1.28%	Increased
2490	SG Somerset Group Wayzata, Minnesota	$1.24M	$0	1	1.13%	Maintained
2491	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.22M	-$8.45M	1	0.07%	Reduced
2492	TCMG TSP Capital Management Group Summit, New Jersey	$1.22M	+$1.27M	1	0.53%	New
2493	IAS INR Advisory Services Media, Pennsylvania	$1.21M	$0	2	0.25%	Maintained
2494	I2I Insight 2811 Inc Chicago, Illinois	$1.21M	-$886K	3	0.5%	Reduced
2495	WKA Wilson Kemp & Associates Birmingham, Michigan	$1.2M	-$1.08M	2	4.3%	Reduced
2496	PSC Piper Sandler & Co Minneapolis, Minnesota	$1.2M	+$640K	4	0.86%	Increased
2497	LSC Lesa Sroufe & Co Seattle, Washington	$1.2M	+$4.13K	2	0.61%	Increased
2498	DCM Dinsmore Capital Management Morristown, New Jersey	$1.19M	$0	1	0.46%	Maintained
2499	SCP Syntal Capital Partners Midland, Texas	$1.18M	+$180K	5	0.57%	Increased
2500	AWS Aris Wealth Services State College, Pennsylvania	$1.17M	+$52.1K	3	1.53%	Increased