← 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	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2.6M	-$77.8K	28	1.53%	Reduced
2502	Prospera Financial Services Dallas, Texas	$2.6M	+$271K	4	0.54%	Increased
2503	HCP Holt Capital Partners Fort Worth, Texas	$2.59M	-$288K	2	1.06%	Reduced
2504	Hillsdale Investment Management Toronto, Ontario, Canada	$2.58M	-$2.3M	12	0.76%	Reduced
2505	MVA Mount Vernon Associates Baltimore, Maryland	$2.58M	+$49.3K	2	5.51%	Increased
2506	Northeast Financial Consultants Westport, Connecticut	$2.58M	-$108K	6	1.15%	Reduced
2507	ECM EagleClaw Capital Management Boston, Massachusetts	$2.57M	+$120K	3	1.71%	Increased
2508	BSWMG Barrington Strategic Wealth Management Group Chicago, Illinois	$2.56M	-$46.5K	1	1.47%	Reduced
2509	GPCM Granite Point Capital Management Boston, Massachusetts	$2.55M	+$2.37M	3	1.1%	New
2510	WFG Wills Financial Group Richmond, Virginia	$2.55M	+$164K	2	2.12%	Increased
2511	PI Pettee Investors Rowayton, Connecticut	$2.53M	-$6.65K	2	2.45%	Reduced
2512	Kovitz Investment Group Partners Chicago, Illinois	$2.52M	+$205K	2	0.18%	Increased
2513	AIM Acrospire Investment Management Chicago, Illinois	$2.51M	-$694K	39	1.87%	Reduced
2514	WCM Washington Capital Management Seattle, Washington	$2.51M	-$2.69M	6	3.57%	Reduced
2515	ADL Asset Dedication LLC San Francisco, California	$2.51M	+$82.2K	12	1.74%	Increased
2516	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$2.49M	-$291K	1	2.22%	Reduced
2517	TPWA TRUE Private Wealth Advisors Salem, Oregon	$2.49M	+$36.8K	4	0.83%	Increased
2518	VCM Versant Capital Management Phoenix, Arizona	$2.49M	-$26.9K	37	1.47%	Reduced
2519	SM Southport Management Wilson, Wyoming	$2.49M	-$3.75M	1	4.99%	Reduced
2520	YP Yellowstone Partners Idaho Falls, Idaho	$2.48M	-$4.05M	3	1.07%	Reduced
2521	MHP Manatuck Hill Partners Westport, Connecticut	$2.47M	+$2.45M	3	1.09%	New
2522	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$2.46M	-$1.09M	4	0.75%	Reduced
2523	EMG Ellington Management Group Old Greenwich, Connecticut	$2.46M	-$2.64M	10	3.43%	Reduced
2524	SWA Sutton Wealth Advisors Tampa, Florida	$2.46M	+$1.21K	30	2.32%	Increased
2525	Annex Advisory Services Brookfield, Wisconsin	$2.46M	+$115K	3	0.67%	Increased