← 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
2801	BJ Brouwer & Janachowski Mill Valley, California	$425K	$0	1	0.2%	Maintained
2802	Chicago Partners Investment Group Chicago, Illinois	$415K	+$2.49K	4	0.23%	Increased
2803	MUFG Securities EMEA London, United Kingdom	$415K	-$1.64M	2	0.16%	Reduced
2804	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$412K	-$164K	1	0.79%	Reduced
2805	AIA Arbor Investment Advisors Winston Salem, North Carolina	$412K	+$13.9K	1	0.26%	Increased
2806	BIM Beach Investment Management West Conshohocken, Pennsylvania	$407K	-$75.4K	1	0.85%	Reduced
2807	ZAM Zenit Asset Management Stockholm, Sweden	$405K	+$431K	1	0.07%	New
2808	CWM Catamount Wealth Management Westport, Connecticut	$401K	-$133K	3	0.4%	Reduced
2809	GA Geller Advisors New York	$394K	$0	1	0.25%	Maintained
2810	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$392K	-$1.88M	1	0.67%	Reduced
2811	CA Continental Advisors Park City, Utah	$391K	+$94.6K	1	0.11%	Increased
2812	TFCP Twin Focus Capital Partners Boston, Massachusetts	$390K	+$384K	1	0.5%	New
2813	IF IRON Financial Northbrook, Illinois	$389K	+$90	1	0.26%	Increased
2814	BP BBR Partners New York	$383K	-$437K	1	0.06%	Reduced
2815	LOGI Long Oar Global Investors New York	$382K	-$3.15M	1	1.76%	Reduced
2816	FMA FNY Managed Accounts New York	$379K	-$636K	7	1.06%	Reduced
2817	F FutureAdvisor San Francisco, California	$366K	-$232K	1	0.06%	Reduced
2818	EM Endicott Management New York	$363K	+$365K	1	0.13%	New
2819	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$363K	$0	1	0.16%	Maintained
2820	CFG CKW Financial Group Honolulu, Hawaii	$361K	-$366K	5	0.15%	Reduced
2821	PCM Potomac Capital Management New York	$361K	+$55.4K	1	0.45%	Increased
2822	BC Banced Corp Edwardsville, Illinois	$356K	-$432K	1	0.66%	Reduced
2823	CAM Cypress Asset Management Houston, Texas	$352K	$0	1	0.07%	Maintained
2824	AGA Accuvest Global Advisors Provo, Utah	$346K	$0	1	0.16%	Maintained
2825	RPG Risk Paradigm Group Austin, Texas	$344K	+$46.3K	7	0.71%	Increased