← 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	Fenimore Asset Management Cobleskill, New York	$1.22M	-$4.85K	1	0.06%	Reduced
2652	HCM Highlander Capital Management Short Hills, New Jersey	$1.22M	-$40.8K	9	1.05%	Reduced
2653	GIM Guardian Investment Management Tiburon, California	$1.22M	+$87.1K	1	1.35%	Increased
2654	WI Wedgewood Investors Erie, Pennsylvania	$1.21M	+$2.61K	2	1.18%	Increased
2655	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$1.21M	-$163K	2	0.48%	Reduced
2656	EA Elm Advisors Burlingame, California	$1.21M	-$240K	1	1.12%	Reduced
2657	FA Fagan Associates Troy, New York	$1.2M	+$17.3K	1	0.89%	Increased
2658	WA WealthTrust-Arizona Scottsdale, Arizona	$1.2M	+$43.3K	28	0.74%	Increased
2659	CCMU Cheyne Capital Management (UK) London, United Kingdom	$1.2M	+$1.14M	2	0.29%	New
2660	SG Somerset Group Wayzata, Minnesota	$1.18M	+$8.71K	1	1.05%	Increased
2661	NCM Newland Capital Management New York	$1.18M	-$2.02M	1	1.32%	Reduced
2662	BFPW BOK Financial Private Wealth Denver, Colorado	$1.17M	-$106K	2	0.19%	Reduced
2663	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.17M	+$525K	5	0.33%	Increased
2664	LFR Lehman Financial Resources Media, Pennsylvania	$1.17M	+$98.3K	7	0.54%	Increased
2665	DCM Dinsmore Capital Management Morristown, New Jersey	$1.16M	$0	1	0.46%	Maintained
2666	MS Marshall & Sullivan Seattle, Washington	$1.16M	$0	2	1.5%	Maintained
2667	KA KLCM Advisors Milwaukee, Wisconsin	$1.16M	+$507K	2	0.32%	Increased
2668	Karpus Investment Management Pittsford, New York	$1.16M	+$244K	3	0.05%	Increased
2669	I2I Insight 2811 Inc Chicago, Illinois	$1.15M	+$505K	3	0.54%	Increased
2670	TSS Thomas Story & Son Culver, Indiana	$1.15M	$0	2	0.73%	Maintained
2671	CCM Canal Capital Management Richmond, Virginia	$1.15M	+$79.8K	1	1.06%	Increased
2672	KBG Kahn Brothers Group New York	$1.15M	$0	1	0.19%	Maintained
2673	GCIA Gabelli & Co Investment Advisers Rye, New York	$1.15M	$0	2	0.19%	Maintained
2674	BGA Belmont Global Advisors Dallas, Texas	$1.14M	+$1.03M	1	1.16%	New
2675	PG Proffitt & Goodson Knoxville, Tennessee	$1.14M	-$653	1	0.67%	Reduced