← 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
2751	LFA Landmark Financial Advisors Bowling Green, Kentucky	$794K	-$56.7K	2	0.82%	Reduced
2752	GI Glovista Investments Jersey City, New Jersey	$787K	-$302K	2	0.09%	Reduced
2753	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$786K	+$132K	1	0.38%	Increased
2754	HI Hudock Inc Williamsport, Pennsylvania	$785K	-$136K	10	0.36%	Reduced
2755	IP Interval Partners New York	$782K	+$931K	1	0.08%	New
2756	Cooke & Bieler Philadelphia, Pennsylvania	$766K	-$161K	2	0.02%	Reduced
2757	Wealth Enhancement Advisory Services Plymouth, Minnesota	$764K	-$130K	1	0.24%	Reduced
2758	LWM Lenox Wealth Management Cincinnati, Ohio	$759K	+$74.1K	6	0.56%	Increased
2759	CFG CKW Financial Group Honolulu, Hawaii	$745K	+$47.9K	12	0.29%	Increased
2760	MUS Mitsubishi UFJ Securities Tokyo, Japan	$735K	+$123K	9	4.94%	Increased
2761	Aspiriant LLC Los Angeles, California	$734K	-$446K	1	0.07%	Reduced
2762	SCP Syntal Capital Partners Midland, Texas	$732K	+$206K	5	0.73%	Increased
2763	BEC Blue Edge Capital Richmond, Virginia	$732K	$0	1	0.48%	Maintained
2764	SRSA S.R. Schill & Associates Mercer Island, Washington	$723K	-$3.56K	1	0.49%	Reduced
2765	Graham Capital Management Rowayton, Connecticut	$720K	-$4.5M	2	0.04%	Reduced
2766	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$719K	-$49.2K	1	0.09%	Reduced
2767	SM Seminole Management New York	$717K	+$717K	1	0.03%	New
2768	GAM Gould Asset Management Claremont, California	$710K	+$254K	2	0.36%	Increased
2769	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$701K	+$437K	1	0.4%	New
2770	WA WESPAC Advisors Orinda, California	$698K	-$24.9K	1	0.52%	Reduced
2771	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$697K	-$659K	2	5.54%	Reduced
2772	TCMG TSP Capital Management Group Summit, New Jersey	$695K	+$719K	1	0.32%	New
2773	CCM Concourse Capital Management Atlanta, Georgia	$694K	$0	1	0.34%	Maintained
2774	HJA Hugh Johnson Advisors Albany, New York	$692K	-$63.8K	2	0.24%	Reduced
2775	Edgewood Management Greenwich, Connecticut	$679K	-$19.5K	2	0.01%	Reduced