← 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	BCM Beck Capital Management Austin, Texas	$901K	-$2.69M	2	0.57%	Reduced
2802	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$895K	+$15.7K	2	0.54%	Increased
2803	TC Tairen Capital Hong Kong	$895K	$0	1	0.19%	Maintained
2804	TAAM Top Ace Asset Management Hong Kong	$895K	$0	1	1.27%	Maintained
2805	VCP Vista Capital Partners Portland, Oregon	$889K	-$41.6K	4	0.26%	Reduced
2806	PIM Partner Investment Management San Francisco, California	$887K	-$777K	1	1.45%	Reduced
2807	FMA FNY Managed Accounts New York	$885K	-$1.38M	5	0.81%	Reduced
2808	LIA LBMC Investment Advisors Brentwood, Tennessee	$881K	+$62.5K	2	0.18%	Increased
2809	DOA D'Orazio & Associates Falls Church, Virginia	$873K	-$18.8K	4	0.35%	Reduced
2810	Klingman & Associates New York	$870K	-$38.7K	8	0.28%	Reduced
2811	HIH HRS Investment Holdings New York	$858K	-$288K	1	0.82%	Reduced
2812	FUBT First United Bank & Trust Oakland, Maryland	$857K	-$12.3K	2	0.74%	Reduced
2813	BHB Bank Hapoalim BM Tel Aviv, Israel	$855K	+$74.8K	2	0.2%	Increased
2814	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$853K	-$34.3K	1	0.04%	Reduced
2815	SFG StrategIQ Financial Group Merrillville, Indiana	$852K	+$840K	1	0.5%	New
2816	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$851K	-$4.64K	2	0.11%	Reduced
2817	WC Wexford Capital West Palm Beach, Florida	$850K	-$2.56M	2	0.15%	Reduced
2818	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$846K	-$47.9K	1	2.95%	Reduced
2819	CAL Capital Advisors Ltd Shaker Heights, Ohio	$829K	-$8.31K	3	0.39%	Reduced
2820	BFA Beaumont Financial Advisors Needham, Massachusetts	$823K	-$5.16M	2	0.14%	Reduced
2821	SRSA S.R. Schill & Associates Mercer Island, Washington	$821K	-$196K	2	0.55%	Reduced
2822	PFA Paradigm Financial Advisors Des Peres, Missouri	$816K	-$64.4K	3	0.49%	Reduced
2823	DRW Securities Chicago, Illinois	$809K	$0	1	0.05%	Maintained
2824	BCM Bienville Capital Management New York	$804K	+$552K	3	0.22%	Increased
2825	MC Matisse Capital Portland, Oregon	$799K	+$42.4K	1	0.43%	Increased