← 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	KL KWMG LLC Overland Park, Kansas	$1.87M	-$214K	2	1.1%	Reduced
2627	WA WESPAC Advisors Orinda, California	$1.87M	+$1.71M	2	2.32%	New
2628	KCM Karp Capital Management Sausalito, California	$1.86M	-$952K	1	1.28%	Reduced
2629	SAM Summit Asset Management Memphis, Tennessee	$1.86M	+$1.4K	2	1.22%	Increased
2630	AW Alpha Windward Westwood, Massachusetts	$1.85M	-$912K	14	1.33%	Reduced
2631	JDR Jay D. Rosenbaum	$1.85M	+$85.3K	2	0.41%	Increased
2632	RFA Reilly Financial Advisors La Mesa, California	$1.85M	+$50.4K	17	0.32%	Increased
2633	BA BKS Advisors Southfield, Michigan	$1.84M	-$2.97M	4	0.96%	Reduced
2634	FA FCG Advisors Chatham, New Jersey	$1.83M	-$7.78K	3	0.64%	Reduced
2635	KCM KSA Capital Management Morristown, New Jersey	$1.82M	$0	1	0.34%	Maintained
2636	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.8M	-$61.8K	14	0.53%	Reduced
2637	GWS Glassman Wealth Services Vienna, Virginia	$1.79M	-$67.9K	10	1.63%	Reduced
2638	SFM Signature Financial Management Norfolk, Virginia	$1.79M	+$107K	4	0.87%	Increased
2639	IR Invictus RG Hamilton, Bermuda	$1.78M	-$1.99M	21	2.16%	Reduced
2640	AFP Ausdal Financial Partners Davenport, Iowa	$1.78M	-$312K	3	1.01%	Reduced
2641	NAM Needelman Asset Management Ladera Ranch, California	$1.77M	+$1.57K	2	5.19%	Increased
2642	SFM Sphera Funds Management Tel Aviv, Israel	$1.77M	+$828K	1	0.38%	Increased
2643	FI FCM Investments Dallas, Texas	$1.75M	-$205K	3	0.94%	Reduced
2644	MIM Midwest Investment Management Cleveland, Ohio	$1.75M	-$19.8K	1	1.41%	Reduced
2645	PIM Partner Investment Management San Francisco, California	$1.75M	+$482K	2	2.86%	Increased
2646	VWM Vector Wealth Management Minneapolis, Minnesota	$1.75M	+$27.6K	2	1.29%	Increased
2647	CCM Crossvault Capital Management San Antonio, Texas	$1.73M	-$51.7K	2	1.28%	Reduced
2648	DDC Daniel Devine & Co Parkland, Florida	$1.73M	$0	1	1.13%	Maintained
2649	AMG Asset Management Group Stamford, Connecticut	$1.72M	+$14.2K	3	0.76%	Increased
2650	PHK Point72 Hong Kong Hong Kong	$1.72M	+$1.26M	18	3.36%	Increased