← 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	$347K	$0	1	0.28%	Maintained
2652	HP HT Partners Centerbrook, Connecticut	$343K	-$216K	1	0.17%	Reduced
2653	CFN Cordasco Financial Network Naples, Florida	$341K	+$2.83K	4	0.26%	Increased
2654	SGC South Georgia Capital Naperville, Illinois	$340K	-$177K	4	0.5%	Reduced
2655	RGNCM R.G. Niederhoffer Capital Management New York	$337K	+$68.8K	1	2.63%	Increased
2656	AG Ashmore Group London, United Kingdom	$329K	+$337K	1	0.06%	New
2657	Valmark Advisers Akron, Ohio	$326K	$0	1	0.01%	Maintained
2658	W.H. Reaves & Co Jersey City, New Jersey	$323K	$0	1	0.01%	Maintained
2659	FBFS First Business Financial Services Madison, Wisconsin	$322K	+$31.4K	1	0.12%	Increased
2660	FSA Financial Sense Advisors San Diego, California	$314K	+$302K	1	0.13%	New
2661	RWJF Robert Wood Johnson Foundation Princeton, New Jersey	$308K	+$357K	1	0.02%	New
2662	TAM Timucuan Asset Management Jacksonville, Florida	$301K	$0	1	0.03%	Maintained
2663	FA Financial Advantage Columbia, Maryland	$291K	+$33.7K	4	0.28%	Increased
2664	WCM Weyland Capital Management Portsmouth, New Hampshire	$290K	$0	1	0.26%	Maintained
2665	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$285K	$0	1	0.17%	Maintained
2666	CG Corundum Group Colorado Springs, Colorado	$284K	-$7.18K	1	1.35%	Reduced
2667	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$282K	$0	1	0.08%	Maintained
2668	CFA Cahill Financial Advisors Edina, Minnesota	$280K	+$7.14K	1	0.22%	Increased
2669	ZF Zhang Financial Portage, Michigan	$270K	$0	1	0.18%	Maintained
2670	EGA Emerging Global Advisors New York	$265K	+$238K	1	0.09%	New
2671	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$262K	-$409K	1	0.11%	Reduced
2672	PFG Piershale Financial Group Barrington, Illinois	$251K	-$1.91M	4	0.2%	Reduced
2673	MAS Madden Advisory Services Jacksonville, Florida	$240K	+$3.91K	6	0.12%	Increased
2674	MAM Marquette Asset Management Minneapolis, Minnesota	$238K	$0	1	0.1%	Maintained
2675	DI Dalton Investments Las Vegas, Nevada	$232K	-$134K	1	0.05%	Reduced