← 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
2651	DSN D. Scott Neal Lexington, Kentucky	$331K	-$12.1K	1	0.26%	Reduced
2652	BTCOSD Bankers Trust Company of South Dakota Des Moines, Iowa	$327K	$0	1	0.22%	Maintained
2653	SIM Strategic Investment Management Arlington, Virginia	$322K	+$77.5K	1	0.08%	Increased
2654	CFN Cordasco Financial Network Naples, Florida	$315K	$0	3	0.24%	Maintained
2655	Valmark Advisers Akron, Ohio	$311K	$0	1	0.01%	Maintained
2656	FBFS First Business Financial Services Madison, Wisconsin	$310K	-$7.2K	1	0.12%	Reduced
2657	W.H. Reaves & Co Jersey City, New Jersey	$308K	$0	1	0.01%	Maintained
2658	KL Kinsight LLC Birmingham, Alabama	$303K	$0	1	0.18%	Maintained
2659	GA Geller Advisors New York	$297K	+$29.3K	1	0.2%	Increased
2660	BTCR Bankers Trust Cedar Rapids Cedar Rapids, Iowa	$291K	$0	1	13.44%	Maintained
2661	AWA ARS Wealth Advisors St. Petersburg, Florida	$288K	$0	1	0.14%	Maintained
2662	RGNCM R.G. Niederhoffer Capital Management New York	$288K	-$766K	1	1.56%	Reduced
2663	TAM Timucuan Asset Management Jacksonville, Florida	$283K	$0	1	0.03%	Maintained
2664	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$282K	+$263K	1	0.02%	New
2665	HM Harvest Management New York	$281K	+$263K	1	0.28%	New
2666	WCM Weyland Capital Management Portsmouth, New Hampshire	$277K	$0	1	0.24%	Maintained
2667	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$272K	-$500K	1	0.17%	Reduced
2668	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$270K	$0	1	0.09%	Maintained
2669	CG Corundum Group Colorado Springs, Colorado	$262K	+$10.3K	1	1.23%	Increased
2670	ZF Zhang Financial Portage, Michigan	$257K	$0	1	0.17%	Maintained
2671	WCM Wallace Capital Management Dallas, Texas	$246K	-$8.09K	1	0.05%	Reduced
2672	CFA Cahill Financial Advisors Edina, Minnesota	$245K	-$3.04K	1	0.19%	Reduced
2673	CIC Chase Investment Counsel Charlottesville, Virginia	$244K	-$1.92M	1	0.08%	Reduced
2674	FA Financial Advantage Columbia, Maryland	$240K	+$8.73K	3	0.23%	Increased
2675	AWM Affinity Wealth Management Wilmington, Delaware	$239K	+$248K	1	0.23%	New