← 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
2826	FIM Fernwood Investment Management Quincy, Massachusetts	$1.51M	-$73.9K	4	1.45%	Reduced
2827	MIM Midwest Investment Management Cleveland, Ohio	$1.51M	-$108K	1	1.3%	Reduced
2828	SA SL Advisors Westfield, New Jersey	$1.5M	-$18K	2	1.01%	Reduced
2829	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$1.5M	+$222K	5	1.28%	Increased
2830	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1.5M	+$507K	12	0.41%	Increased
2831	SG StoneX Group New York	$1.5M	+$129K	2	2.61%	Increased
2832	CPP Crow Point Partners Boston, Massachusetts	$1.49M	+$978K	6	0.24%	Increased
2833	BWM BerganKDV Wealth Management Bloomington, Minnesota	$1.49M	+$375K	3	0.5%	Increased
2834	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.49M	-$3.01K	1	1.27%	Reduced
2835	Meridian Wealth Management Lexington, Kentucky	$1.48M	+$1.42M	2	1.18%	New
2836	LCG Lisanti Capital Growth New York	$1.48M	-$5.88M	2	1.79%	Reduced
2837	EI Elkhorn Investments Chicago, Illinois	$1.48M	+$1.5M	2	1.73%	New
2838	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.47M	-$82.5K	2	0.67%	Reduced
2839	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$1.47M	+$1.43M	1	4.22%	New
2840	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.47M	+$84.6K	3	0.89%	Increased
2841	FI FormulaFolio Investments Grand Rapids, Michigan	$1.47M	+$254K	3	0.2%	Increased
2842	GPC Guardian Point Capital Charlottesville, Virginia	$1.47M	-$1M	1	1.02%	Reduced
2843	NAP New Amsterdam Partners New York	$1.47M	-$51.7K	2	0.33%	Reduced
2844	Private Management Group Irvine, California	$1.47M	-$24.7K	1	0.08%	Reduced
2845	CCM Coe Capital Management Highland Park, Illinois	$1.45M	-$20.2M	2	1.87%	Reduced
2846	PIM Parasol Investment Management Westmont, Illinois	$1.45M	+$24.6K	3	1.53%	Increased
2847	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.44M	+$148K	3	1.22%	Increased
2848	VAS Valicenti Advisory Services Elmira, New York	$1.43M	+$31.5K	2	0.89%	Increased
2849	FWP FAS Wealth Partners Leawood, Kansas	$1.43M	+$103K	2	0.42%	Increased
2850	AP Advisors Preferred Rockville, Maryland	$1.43M	+$1.21M	4	0.74%	Increased