← 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
2876	IPW Impact Partnership Wealth Marietta, Georgia	$23M	+$5.03M	23	2.23%	Increased
2877	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$23M	+$1.47M	3	3.27%	Increased
2878	CFG Cambridge Financial Group Columbus, Ohio	$23M	+$2.36M	2	7.99%	Increased
2879	BCM Birch Capital Management Dallas, Texas	$23M	+$3.56M	5	11.22%	Increased
2880	FWC First Washington Corp Seattle, Washington	$23M	-$5.39M	4	5.59%	Reduced
2881	KA Kerrisdale Advisers Miami, Florida	$22.9M	-$1.74M	12	5.75%	Reduced
2882	SFGP Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$22.9M	-$248K	5	1.74%	Reduced
2883	SSWM Strait & Sound Wealth Management San Francisco, California	$22.9M	-$429K	7	8.03%	Reduced
2884	BE Bonness Enterprises Washington, District of Columbia	$22.9M	-$202K	3	7.38%	Reduced
2885	SONA Asset Management (US) New York	$22.9M	+$15.3M	3	0.48%	Increased
2886	AT American Trust Lexington, Kentucky	$22.9M	+$3.63M	10	1.76%	Increased
2887	EA Ellsworth Advisors Hudson, Ohio	$22.9M	+$10.3M	4	3.76%	Increased
2888	MFS Mattson Financial Services Kentwood, Michigan	$22.8M	+$297K	6	4.78%	Increased
2889	TCM Thames Capital Management Roseland, New Jersey	$22.8M	+$24.2M	1	1.88%	New
2890	IAM Infusive Asset Management New York	$22.8M	+$9.79M	3	10.36%	Increased
2891	ACM Altai Capital Management West Hollywood, California	$22.8M	$0	1	46.41%	Maintained
2892	CCT Chemung Canal Trust Elmira, New York	$22.8M	-$2.93M	5	4.21%	Reduced
2893	KIG Kessler Investment Group Columbus, Indiana	$22.7M	+$5.72M	4	9.71%	Increased
2894	BRG Bay Rivers Group Williamsburg, Virginia	$22.7M	-$3.44M	2	7.76%	Reduced
2895	WMA Wealth Management Associates Cherry Hill, New Jersey	$22.7M	+$6.03M	10	6.27%	Increased
2896	1CM 1492 Capital Management Milwaukee, Wisconsin	$22.7M	-$136K	8	6.7%	Reduced
2897	HCA Heck Capital Advisors Rhinelander, Wisconsin	$22.7M	+$14.9M	3	1.36%	Increased
2898	RFA ROI Financial Advisors Beaverton, Oregon	$22.7M	-$793K	7	11.74%	Reduced
2899	MUFG Securities (Canada) New York	$22.7M	-$1.51M	2	0.61%	Reduced
2900	CPIM Coalescence Partners Investment Management New York	$22.7M	-$23.8M	1	6.66%	Reduced