← 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	SIC SFE Investment Counsel Los Angeles, California	$1.37M	-$69.3K	2	0.55%	Reduced
2627	BRWM B. Riley Wealth Management Memphis, Tennessee	$1.36M	-$1.12M	10	1.02%	Reduced
2628	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.35M	-$20.1K	2	1.47%	Reduced
2629	TIM Tortoise Investment Management White Plains, New York	$1.35M	+$30.3K	7	0.51%	Increased
2630	SM Southport Management Wilson, Wyoming	$1.34M	-$1.24M	1	1.4%	Reduced
2631	TT Tiedemann Trust Wilmington, Delaware	$1.34M	-$45.5K	3	0.12%	Reduced
2632	MVM McClain Value Management New Canaan, Connecticut	$1.33M	+$38.2K	1	0.32%	Increased
2633	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.32M	-$21.7K	4	1.35%	Reduced
2634	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.32M	-$10.7K	5	3.83%	Reduced
2635	FNYS First New York Securities New York	$1.3M	+$436K	3	1.29%	Increased
2636	ESBC E.S. Barr & Co Lexington, Kentucky	$1.29M	+$351K	4	0.15%	Increased
2637	SS Sunbelt Securities Houston, Texas	$1.29M	-$2.34K	2	1.92%	Reduced
2638	RWM Raffa Wealth Management Washington, District of Columbia	$1.28M	-$3.89K	26	0.75%	Reduced
2639	BHMP Bardin Hill Management Partners New York	$1.27M	+$1.16M	1	0.18%	New
2640	KSCM Kamunting Street Capital Management Miami Beach, Florida	$1.27M	-$875K	1	2.99%	Reduced
2641	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$1.27M	+$1.29M	2	12.87%	New
2642	PA Planning Alternatives Birmingham, Michigan	$1.26M	-$67.1K	2	0.29%	Reduced
2643	SWM Strategic Wealth Management Kirkland, Washington	$1.26M	-$68.8K	1	1.26%	Reduced
2644	BCM Brightfield Capital Management New York	$1.26M	-$1.31M	1	1.36%	Reduced
2645	WCA Westover Capital Advisors Wilmington, Delaware	$1.25M	-$357K	3	1.01%	Reduced
2646	DR Davis Rea Toronto, Ontario, Canada	$1.25M	-$2.29M	2	0.81%	Reduced
2647	Bain Capital Investors Boston, Massachusetts	$1.25M	$0	1	0.01%	Maintained
2648	CHP Cable Hill Partners Portland, Oregon	$1.25M	-$8.77K	24	0.95%	Reduced
2649	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$1.24M	-$393K	6	0.33%	Reduced
2650	New York Life Investment Management New York	$1.23M	-$741K	4	0.14%	Reduced