← 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
2701	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$26.1M	+$15M	9	1.75%	Increased
2702	CCM Carderock Capital Management Chevy Chase, Maryland	$26.1M	-$10.1M	5	5.72%	Reduced
2703	PM Pembroke Management Montreal, Quebec, Canada	$26M	-$20M	7	3.37%	Reduced
2704	HH HWG Holdings Houston, Texas	$26M	+$8.88M	2	5.89%	Increased
2705	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$26M	-$4.15M	7	5.1%	Reduced
2706	KA Kozak & Associates Highlands Ranch, Colorado	$26M	+$1.6M	19	4.52%	Increased
2707	BP Bandera Partners New York	$26M	$0	3	9.16%	Maintained
2708	RWM RBA Wealth Management Newport Beach, California	$26M	-$5.56M	5	9.54%	Reduced
2709	HFS Haverford Financial Services Radnor, Pennsylvania	$26M	+$400K	2	7.66%	Increased
2710	CCFM Clear Creek Financial Management Silverdale, Washington	$26M	-$470K	16	1.67%	Reduced
2711	BFA Buttonwood Financial Advisors Baltimore, Maryland	$26M	+$4.76M	9	7.9%	Increased
2712	PTFIS Pekao Towarzystwo Funduszy Inwestycyjnych SA Warsaw,	$25.9M	+$1.3M	12	16.49%	Increased
2713	CIAM Caitong International Asset Management Hong Kong	$25.9M	+$10.7M	124	3.56%	Increased
2714	KA KLCM Advisors Milwaukee, Wisconsin	$25.9M	-$7.46M	10	2.04%	Reduced
2715	Forum Financial Management Lombard, Illinois	$25.9M	-$885K	7	0.33%	Reduced
2716	SFA Souders Financial Advisors Cincinnati, Ohio	$25.9M	+$349K	7	2.6%	Increased
2717	BA Birinyi Associates Westport, Connecticut	$25.8M	-$2.2M	3	6.11%	Reduced
2718	SCM Step Capital Management Singapore,	$25.8M	+$3.39M	3	5.58%	Increased
2719	BCM Bourgeon Capital Management Darien, Connecticut	$25.8M	-$6.83M	3	3.8%	Reduced
2720	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$25.8M	+$2.66M	1	7.05%	Increased
2721	BDL Banque de Luxembourg Luxembourg	$25.8M	+$1.92M	5	12.16%	Increased
2722	TCP ThornTree Capital Partners Boston, Massachusetts	$25.7M	-$28.4M	1	3.52%	Reduced
2723	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$25.7M	-$57.9K	7	0.65%	Reduced
2724	Dynasty Wealth Management St. Petersburg, Florida	$25.7M	-$10.3M	10	0.19%	Reduced
2725	THCM Taylor Hoffman Capital Management Richmond, Virginia	$25.7M	+$2.57M	9	6.24%	Increased