← 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	C Cerebellum San Francisco, California	$3.49M	+$381K	23	5.85%	Increased
2877	Capital Advantage Walnut Creek, California	$3.48M	+$1.26M	3	0.82%	Increased
2878	TNAM Terra Nova Asset Management New York	$3.48M	+$149K	2	6%	Increased
2879	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$3.47M	+$207K	4	3.83%	Increased
2880	HIH HRS Investment Holdings New York	$3.47M	-$1.58M	2	1.75%	Reduced
2881	MCM Mork Capital Management Healdsburg, California	$3.46M	+$1.23M	3	3.05%	Increased
2882	BMC Beaton Management Company Haverhill, Massachusetts	$3.44M	+$2.65K	5	3.08%	Increased
2883	Chickasaw Capital Management Memphis, Tennessee	$3.42M	-$83.1K	3	0.07%	Reduced
2884	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$3.42M	+$23.7K	6	1.84%	Increased
2885	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$3.41M	-$90.7K	2	2.35%	Reduced
2886	Baystate Wealth Management Boston, Massachusetts	$3.4M	+$91.5K	23	0.5%	Increased
2887	CHA Cedar Hill Associates Chicago, Illinois	$3.4M	+$731K	5	0.71%	Increased
2888	Keel Point Huntsville, Alabama	$3.38M	+$554K	5	0.45%	Increased
2889	SAM Shamrock Asset Management Dallas, Texas	$3.37M	+$3.74K	7	2.05%	Increased
2890	Kistler-Tiffany Companies Berwyn, Pennsylvania	$3.36M	-$144K	22	1.49%	Reduced
2891	JWS Juncture Wealth Strategies Scottsdale, Arizona	$3.34M	-$797K	4	1.79%	Reduced
2892	MS Marshall & Sullivan Seattle, Washington	$3.33M	+$238K	4	3.08%	Increased
2893	PCA Peddock Capital Advisors Braintree, Massachusetts	$3.32M	-$39.7K	10	1.66%	Reduced
2894	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$3.32M	-$48K	2	2.2%	Reduced
2895	NCM Northwest Capital Management Lake Oswego, Oregon	$3.32M	+$224K	2	4.12%	Increased
2896	NBG Nancy B. Gardiner	$3.31M	-$42.4K	5	9.83%	Reduced
2897	Mainstay Capital Management Grand Blanc, Michigan	$3.29M	-$78.1K	13	2.6%	Reduced
2898	Kendall Capital Management Rockville, Maryland	$3.26M	+$803K	4	2.88%	Increased
2899	LD Lipe & Dalton Syracuse, New York	$3.23M	-$90.9K	4	2.38%	Reduced
2900	WRM Weybosset Research & Management Province, Rhode Island	$3.21M	-$39.1K	2	1.94%	Reduced