← 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
2501	DCM Dinsmore Capital Management Morristown, New Jersey	$1.17M	-$188K	1	0.46%	Reduced
2502	WI Wedgewood Investors Erie, Pennsylvania	$1.16M	+$7.69K	2	1.26%	Increased
2503	CPR CSU Producer Resources Fairfield, Ohio	$1.16M	+$1.1M	1	11.94%	New
2504	GIM Guardian Investment Management Tiburon, California	$1.15M	-$37.5K	1	1.33%	Reduced
2505	PA Planning Alternatives Birmingham, Michigan	$1.14M	-$241K	2	0.33%	Reduced
2506	CK Carnick & Kubik Colorado Springs, Colorado	$1.13M	-$778K	3	1.08%	Reduced
2507	NA NSB Advisors Fishkill, New York	$1.13M	-$31K	2	0.73%	Reduced
2508	CAL Capital Advisors Ltd Shaker Heights, Ohio	$1.12M	-$67.2K	4	0.66%	Reduced
2509	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.11M	-$53.5K	4	0.75%	Reduced
2510	NSAA Noroian Steven A & Associates Lafayette, California	$1.11M	$0	1	3.74%	Maintained
2511	LFR Lehman Financial Resources Media, Pennsylvania	$1.1M	-$19.7K	6	0.57%	Reduced
2512	MG MDE Group Morristown, New Jersey	$1.1M	+$35.2K	2	0.22%	Increased
2513	TFCP Twin Focus Capital Partners Boston, Massachusetts	$1.09M	+$550K	2	1.29%	Increased
2514	AWS Aris Wealth Services State College, Pennsylvania	$1.08M	-$437K	3	1.59%	Reduced
2515	FAM Fiduciary Asset Management St. Louis, Missouri	$1.08M	$0	1	0.23%	Maintained
2516	MCF Advisors Covington, Kentucky	$1.07M	+$50.7K	7	0.36%	Increased
2517	AIA Arbor Investment Advisors Winston Salem, North Carolina	$1.07M	+$461K	3	0.61%	Increased
2518	NYLT New York Life Trust New York	$1.06M	-$222K	5	4.71%	Reduced
2519	BIG Blackthorn Investment Group Overland Park, Kansas	$1.06M	+$80.7K	3	1.15%	Increased
2520	RGNCM R.G. Niederhoffer Capital Management New York	$1.06M	+$968K	1	4.32%	New
2521	Bain Capital Investors Boston, Massachusetts	$1.06M	$0	1	0.01%	Maintained
2522	IWC Integrated Wealth Counsel Carmel, California	$1.05M	-$136K	4	0.83%	Reduced
2523	ZTNA Zions Trust National Association Salt Lake City, Utah	$1.04M	-$24.4K	4	1.46%	Reduced
2524	RPA Rock Point Advisors Burlington, Vermont	$1.04M	+$14.3K	2	0.46%	Increased
2525	SC Scholtz & Company Stamford, Connecticut	$1.02M	+$908K	3	1.09%	New