← 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
2901	CCM Canal Capital Management Richmond, Virginia	$507K	-$65.2K	2	0.53%	Reduced
2902	CWM Catamount Wealth Management Westport, Connecticut	$500K	+$106K	6	0.58%	Increased
2903	IA Independence Advisors Wayne, Pennsylvania	$498K	+$499K	2	0.26%	New
2904	Karpus Investment Management Pittsford, New York	$496K	-$233K	2	0.03%	Reduced
2905	CP Camelot Portfolios Maumee, Ohio	$494K	-$5.98K	1	0.29%	Reduced
2906	IR IAT Reinsurance New York	$494K	$0	1	0.34%	Maintained
2907	CCB Cutter & Co Brokerage Ballwin, Missouri	$492K	-$882K	2	0.21%	Reduced
2908	ZF Zhang Financial Portage, Michigan	$492K	$0	2	0.27%	Maintained
2909	BI Boulegeris Investments Sandy Springs, Georgia	$490K	+$217K	1	0.33%	Increased
2910	WCM Weatherstone Capital Management Denver, Colorado	$488K	+$7.18K	1	0.41%	Increased
2911	RAM Riggs Asset Management Dallas, Pennsylvania	$486K	+$1.39K	6	0.26%	Increased
2912	YCM Yorkville Capital Management New York	$486K	$0	1	0.52%	Maintained
2913	IF IRON Financial Northbrook, Illinois	$484K	-$4.05K	1	0.62%	Reduced
2914	TFF The Family Firm Bethesda, Maryland	$482K	-$203K	1	0.24%	Reduced
2915	GA Geller Advisors New York	$455K	$0	1	0.26%	Maintained
2916	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$455K	$0	1	0.15%	Maintained
2917	CWM Cedar Wealth Management Walnut Creek, California	$454K	+$50.3K	2	0.29%	Increased
2918	Graham Capital Management Rowayton, Connecticut	$449K	+$160K	1	0.02%	Increased
2919	FWM FFT Wealth Management Philadelphia, Pennsylvania	$435K	+$208K	2	0.17%	Increased
2920	GWI Grace & White Inc Ny, New York	$435K	-$3.38K	1	0.1%	Reduced
2921	LCM Lafitte Capital Management Austin, Texas	$435K	+$389K	1	0.29%	New
2922	Miracle Mile Advisors Los Angeles, California	$435K	+$416K	1	0.14%	New
2923	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$428K	$0	1	0.32%	Maintained
2924	CFN Cordasco Financial Network Naples, Florida	$409K	$0	6	0.47%	Maintained
2925	MUFG Securities EMEA London, United Kingdom	$399K	-$103K	1	0.12%	Reduced