← 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	WA WealthTrust-Arizona Scottsdale, Arizona	$1.22M	-$57.9K	25	1.35%	Reduced
2502	CK Carnick & Kubik Colorado Springs, Colorado	$1.22M	-$315K	3	1.12%	Reduced
2503	LFR Lehman Financial Resources Media, Pennsylvania	$1.2M	-$4.2K	6	0.62%	Reduced
2504	PCM Piermont Capital Management St. Louis, Missouri	$1.2M	+$868K	3	0.46%	Increased
2505	FUBT First United Bank & Trust Oakland, Maryland	$1.16M	+$80.8K	2	1.19%	Increased
2506	SWM Strategic Wealth Management Kirkland, Washington	$1.16M	+$1.04M	1	1.21%	New
2507	GCIA Gabelli & Co Investment Advisers Rye, New York	$1.16M	+$1.15M	2	0.18%	New
2508	WA WESPAC Advisors Orinda, California	$1.15M	+$464K	3	0.92%	Increased
2509	CA Capital Advantage Walnut Creek, California	$1.15M	+$357	2	0.6%	Increased
2510	SM Southport Management Wilson, Wyoming	$1.15M	-$1.35M	1	1.43%	Reduced
2511	GI Glovista Investments Jersey City, New Jersey	$1.15M	-$9.46M	3	0.15%	Reduced
2512	GIM Guardian Investment Management Tiburon, California	$1.15M	$0	1	1.33%	Maintained
2513	CPR CSU Producer Resources Fairfield, Ohio	$1.14M	$0	1	10.63%	Maintained
2514	TFCP Twin Focus Capital Partners Boston, Massachusetts	$1.14M	+$6.43K	2	1.11%	Increased
2515	DSM Capital Partners Palm Beach Gardens, Florida	$1.13M	-$274K	1	0.02%	Reduced
2516	PA Parkside Advisors Berkeley, California	$1.11M	+$1.15M	1	0.82%	New
2517	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.1M	-$19.8K	4	0.66%	Reduced
2518	BCM Boyle Capital Management West Des Moines, Iowa	$1.09M	-$6.74K	1	0.94%	Reduced
2519	ESBC E.S. Barr & Co Lexington, Kentucky	$1.08M	+$110K	3	0.13%	Increased
2520	NYLT New York Life Trust New York	$1.05M	-$155K	4	4.33%	Reduced
2521	MCF Advisors Covington, Kentucky	$1.05M	-$28K	6	0.31%	Reduced
2522	CWM Confluence Wealth Management Portland, Oregon	$1.04M	-$836K	2	0.7%	Reduced
2523	EGA E&G Advisors Houston, Texas	$1.01M	-$1.62M	1	0.65%	Reduced
2524	EML Eos Management LP New York	$1M	$0	1	0.27%	Maintained
2525	NA NSB Advisors Fishkill, New York	$1M	-$38.1K	2	0.84%	Reduced