← 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
2601	FA FCG Advisors Chatham, New Jersey	$1.96M	+$173K	4	0.61%	Increased
2602	GWS Glassman Wealth Services Vienna, Virginia	$1.95M	+$218K	11	1.67%	Increased
2603	LAM Lingohr Asset Management Duesseldorf, Germany	$1.95M	+$24.7K	2	1.97%	Increased
2604	KCM KSA Capital Management Morristown, New Jersey	$1.95M	+$260K	1	0.47%	Increased
2605	GBT Grove Bank & Trust Miami, Florida	$1.94M	-$33.9K	12	1.74%	Reduced
2606	LA Lau Associates Greenville, Delaware	$1.94M	-$51K	2	2.04%	Reduced
2607	SA SL Advisors Westfield, New Jersey	$1.93M	+$1.89M	2	1.8%	New
2608	CCM Carlson Capital Management Northfield, Minnesota	$1.93M	+$29K	2	0.7%	Increased
2609	CRIG Charter Research & Investment Group Southport, Connecticut	$1.93M	+$7.55K	5	2.21%	Increased
2610	VIA Vantage Investment Advisors State College, Pennsylvania	$1.93M	+$56.3K	19	0.81%	Increased
2611	SIA Starfire Investment Advisers Southfield, Michigan	$1.91M	+$5.32K	5	1.31%	Increased
2612	SFM Signature Financial Management Norfolk, Virginia	$1.9M	+$132K	4	0.89%	Increased
2613	KL KWMG LLC Overland Park, Kansas	$1.89M	+$42.6K	2	1.02%	Increased
2614	TNAM Terra Nova Asset Management New York	$1.89M	+$568K	2	3.23%	Increased
2615	KS Karpas Strategies Litchfield, Connecticut	$1.89M	-$57.9K	2	0.94%	Reduced
2616	SCM Stuyvesant Capital Management Armonk, New York	$1.88M	+$29.9K	1	3.72%	Increased
2617	GAG GM Advisory Group Melville, New York	$1.87M	-$42.4K	2	0.7%	Reduced
2618	SIC SFE Investment Counsel Los Angeles, California	$1.86M	-$178K	3	0.87%	Reduced
2619	CA Corrado Advisors Ramsey, New Jersey	$1.86M	+$106K	2	1.21%	Increased
2620	MCF Advisors Covington, Kentucky	$1.86M	+$637K	16	0.45%	Increased
2621	NC NewSquare Capital Newtown Square, Pennsylvania	$1.86M	+$231K	12	0.44%	Increased
2622	CAM Cypress Asset Management Houston, Texas	$1.85M	+$1.08M	2	0.37%	Increased
2623	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$1.85M	+$191K	17	0.95%	Increased
2624	SIG Schooner Investment Group Wayne, Pennsylvania	$1.84M	-$459K	3	4.48%	Reduced
2625	VWA V Wealth Advisors Overland Park, Kansas	$1.84M	+$1.37M	2	1.51%	Increased