← 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
2926	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$1.16M	+$1.16M	1	0.75%	New
2927	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$1.16M	-$10.5K	18	1.01%	Reduced
2928	TCM Traynor Capital Management Malvern, Pennsylvania	$1.16M	+$92.8K	2	0.57%	Increased
2929	RVPG Relative Value Partners Group	$1.16M	-$199K	2	0.14%	Reduced
2930	Bogart Wealth LLC Mclean, Virginia	$1.15M	+$198K	2	0.74%	Increased
2931	TIM Tortoise Investment Management White Plains, New York	$1.15M	+$24.6K	12	0.37%	Increased
2932	GJCM Grand Jean Capital Management San Francisco, California	$1.13M	+$99.5K	2	0.43%	Increased
2933	RI Ridgewood Investments Springfield, New Jersey	$1.12M	+$71.3K	2	1.12%	Increased
2934	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.12M	-$214K	2	0.8%	Reduced
2935	AWS AJ Wealth Strategies New York	$1.12M	+$624K	1	0.42%	Increased
2936	KCM Karp Capital Management Sausalito, California	$1.11M	+$303K	2	0.55%	Increased
2937	OMC Overbrook Management Corp New York	$1.1M	-$659K	1	0.24%	Reduced
2938	SIC SFE Investment Counsel Los Angeles, California	$1.09M	-$564K	1	0.44%	Reduced
2939	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$1.09M	+$1.06M	1	0.59%	New
2940	BW Biegel & Waller Columbia, Maryland	$1.08M	+$74.7K	2	0.66%	Increased
2941	CA Continuum Advisory Eagle, Idaho	$1.08M	+$229K	2	1.08%	Increased
2942	JCM JS Capital Management New York	$1.08M	+$1.01M	1	0.52%	New
2943	DOA D'Orazio & Associates Falls Church, Virginia	$1.07M	+$82.7K	6	0.42%	Increased
2944	TFF The Family Firm Bethesda, Maryland	$1.07M	+$371K	3	0.47%	Increased
2945	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$1.07M	+$34.3K	1	0.17%	Increased
2946	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$1.06M	+$91.7K	3	0.33%	Increased
2947	NA Nottingham Advisors Amherst, New York	$1.06M	+$1.51K	2	0.16%	Increased
2948	JT Jump Trading Chicago, Illinois	$1.05M	-$90.5K	3	0.16%	Reduced
2949	FUBT First United Bank & Trust Oakland, Maryland	$1.05M	-$366K	2	0.71%	Reduced
2950	CM Cornerstone Management Duluth, Georgia	$1.05M	$0	1	0.56%	Maintained