← 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
2551	QOP Quinn Opportunity Partners Charlottesville, Virginia	$2.49M	$0	1	0.91%	Maintained
2552	NI Nepsis Inc Minneapolis, Minnesota	$2.48M	+$2.48M	1	1.35%	New
2553	GWM Graybill Wealth Management Elmhurst, Illinois	$2.48M	+$5.39K	1	2.3%	Increased
2554	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$2.47M	-$93.6K	1	3.42%	Reduced
2555	VAM Verity Asset Management Durham, North Carolina	$2.46M	+$1.08M	4	2.3%	Increased
2556	CCM CWH Capital Management Spokane, Washington	$2.46M	+$202K	2	1.7%	Increased
2557	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$2.44M	-$554K	2	2.47%	Reduced
2558	WFI West Family Investments Carlsbad, California	$2.44M	$0	1	0.45%	Maintained
2559	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$2.43M	-$23.7K	3	1.32%	Reduced
2560	FHC Forest Hill Capital Little Rock, Arkansas	$2.43M	$0	1	1.19%	Maintained
2561	SFM Signature Financial Management Norfolk, Virginia	$2.42M	+$414K	5	0.98%	Increased
2562	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.42M	-$58.7K	2	1.52%	Reduced
2563	NFG Nadler Financial Group Deerfield, Illinois	$2.42M	+$18.1K	3	0.95%	Increased
2564	DVM Dreman Value Management West Palm Beach, Florida	$2.42M	$0	5	1.47%	Maintained
2565	PCI Pacifica Capital Investments Leander, Texas	$2.41M	-$313K	2	1.29%	Reduced
2566	CIP Capital Insight Partners Scottsdale, Arizona	$2.4M	-$209K	2	2.3%	Reduced
2567	CCI Credit Capital Investments Livingston, New Jersey	$2.39M	+$2.02M	1	2.52%	Increased
2568	JCP Jabre Capital Partners Geneva, Switzerland	$2.39M	+$1.23M	2	0.33%	Increased
2569	RIM Rampart Investment Management Hartford, Connecticut	$2.39M	+$2.34M	4	0.91%	New
2570	CAM CGOV Asset Management Toronto, Ontario, Canada	$2.38M	+$1.88M	2	0.09%	New
2571	GBT Grove Bank & Trust Miami, Florida	$2.38M	+$328K	12	2.02%	Increased
2572	BC Beaconlight Capital New York	$2.37M	-$8.62M	1	0.86%	Reduced
2573	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$2.37M	-$18.1K	1	2.13%	Reduced
2574	PCP Proficio Capital Partners Newton, Massachusetts	$2.37M	+$66.9K	36	1.37%	Increased
2575	LA Lucus Advisors New York	$2.37M	+$175K	6	2.04%	Increased