← 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
2676	AA Apriem Advisors Irvine, California	$2.4M	+$1.56M	20	0.71%	Increased
2677	PWAM Park West Asset Management San Francisco, California	$2.4M	-$4.5M	1	0.19%	Reduced
2678	ACM Alethea Capital Management Mercer Island, Washington	$2.38M	+$1.44M	3	3%	Increased
2679	BIG Bellwether Investment Group Chattanooga, Tennessee	$2.38M	+$2.32M	39	2.14%	New
2680	Chicago Partners Investment Group Chicago, Illinois	$2.36M	-$72.5K	10	0.86%	Reduced
2681	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$2.36M	$0	2	1.32%	Maintained
2682	EAM Evanson Asset Management Carmel, California	$2.36M	-$372K	3	0.66%	Reduced
2683	AFP Ausdal Financial Partners Davenport, Iowa	$2.33M	+$276K	3	1.09%	Increased
2684	Graham Capital Management Rowayton, Connecticut	$2.33M	+$1.25M	1	0.1%	Increased
2685	WA WESPAC Advisors Orinda, California	$2.33M	-$477K	3	2.61%	Reduced
2686	RIG Roosevelt Investment Group New York	$2.32M	+$1.08M	2	0.21%	Increased
2687	CWM Cornerstone Wealth Management St. Peters, Missouri	$2.32M	+$364K	3	0.74%	Increased
2688	LF Lee Financial Dallas, Texas	$2.32M	+$2.23M	10	1.3%	New
2689	SRCM Swift Run Capital Management Charlottesville, Virginia	$2.31M	-$102K	3	1.37%	Reduced
2690	Gradient Investments Arden Hills, Minnesota	$2.31M	-$4.47M	16	0.2%	Reduced
2691	CMT Capital Markets Trading Frankfurt, Germany	$2.31M	+$1.55M	2	0.2%	Increased
2692	WIM Westside Investment Management Santa Monica, California	$2.3M	+$2.24M	16	1.56%	New
2693	CWM Connecticut Wealth Management Farmington, Connecticut	$2.3M	-$65K	2	1.46%	Reduced
2694	FCB First Command Bank Fort Worth, Texas	$2.29M	+$2.23M	6	1.84%	New
2695	FCFS First Command Financial Services Fort Worth, Texas	$2.29M	+$2.23M	6	1.84%	New
2696	DW Domani Wealth Lancaster, Pennsylvania	$2.28M	-$190K	3	0.92%	Reduced
2697	GWS Glassman Wealth Services Vienna, Virginia	$2.27M	+$303K	19	1.61%	Increased
2698	BRC Bell Rock Capital Rehoboth Beach, Delaware	$2.27M	+$2.2M	6	2.39%	New
2699	FSCM Front Street Capital Management Missoula, Montana	$2.27M	$0	3	1.09%	Maintained
2700	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$2.27M	+$951	4	1.15%	Increased