← 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
2626	Mizuho Securities USA New York	$432K	+$419K	1	0.19%	New
2627	NA Nottingham Advisors Amherst, New York	$428K	-$110K	2	0.15%	Reduced
2628	FRM Foundation Resource Management Little Rock, Arkansas	$421K	$0	1	0.05%	Maintained
2629	AEPG American Economic Planning Group Warren, New Jersey	$414K	+$430K	1	0.15%	New
2630	WCM Windsor Capital Management Phoenix, Arizona	$414K	+$50.2K	1	0.23%	Increased
2631	BP BBR Partners New York	$411K	$0	1	0.06%	Maintained
2632	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$408K	-$34.7K	1	0.33%	Reduced
2633	MIG Mariner Investment Group Harrison, New York	$405K	+$411K	1	0.08%	New
2634	ACM Alpha Capital Management Austin, Texas	$395K	-$11K	1	0.28%	Reduced
2635	DA Dunvegan Associates Santa Barbara, California	$391K	-$13.2K	5	0.33%	Reduced
2636	GWI Grace & White Inc Ny, New York	$391K	$0	1	0.08%	Maintained
2637	HCM Hilton Capital Management Garden City, New York	$382K	-$219K	1	0.12%	Reduced
2638	EEG E.E. Geduld	$380K	-$1.85M	1	0.24%	Reduced
2639	EAMA EFG Asset Management (Americas) Miami, Florida	$376K	+$114K	2	0.34%	Increased
2640	Aspiriant LLC Los Angeles, California	$375K	+$148K	1	0.05%	Increased
2641	RCA Rex Capital Advisors Providence, Rhode Island	$374K	$0	1	0.33%	Maintained
2642	OAM Orinda Asset Management Lafayette, California	$368K	-$46.6K	2	0.71%	Reduced
2643	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$359K	-$330K	7	1.05%	Reduced
2644	BCM Breithorn Capital Management New York	$357K	-$1.79M	1	0.22%	Reduced
2645	Blackhill Capital Morristown, New Jersey	$351K	$0	1	0.05%	Maintained
2646	LCM Landscape Capital Management Englewood, New Jersey	$351K	+$353K	2	0.24%	New
2647	AF Aldebaran Financial	$350K	$0	1	0.28%	Maintained
2648	PCI Pacifica Capital Investments Leander, Texas	$349K	$0	1	0.23%	Maintained
2649	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$349K	$0	1	0.11%	Maintained
2650	DI Dalton Investments Las Vegas, Nevada	$334K	+$80.9K	1	0.08%	Increased