← 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
3026	EDRPMB Edmond de Rothschild Private Merchant Banking London, United Kingdom	$110K	+$9.31K	1	0.41%	Increased
3027	HS Horan Securities Cincinnati, United States	$104K	+$105K	3	0.14%	New
3028	EP Edinburgh Partners Edinburgh, United Kingdom	$102K	$0	1	0.02%	Maintained
3029	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$101K	-$5.76K	1	0.07%	Reduced
3030	HW Hedeker Wealth Lincolnshire, Illinois	$97.9K	-$2.81M	3	5.07%	Reduced
3031	RP Raiff Partners New York	$83K	-$74.3K	3	0.11%	Reduced
3032	3C 361 Capital Denver, Colorado	$66K	+$60.9K	1	0.6%	New
3033	ST Sphinx Trading Chicago, Illinois	$64K	-$15.9K	1	0.13%	Reduced
3034	OP Oldfield Partners London, United Kingdom	$48K	$0	1	0%	Maintained
3035	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$37K	$0	6	0.02%	Maintained
3036	CCS Crosspoint Capital Strategies Orinda, California	$35K	+$24.7K	3	0.05%	Increased
3037	Tortoise Capital Advisors Overland Park, Kansas	$29K	$0	1	0%	Maintained
3038	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$27K	$0	1	0.02%	Maintained
3039	HWM Heartwood Wealth Management London, United Kingdom	$21K	$0	1	0.04%	Maintained
3040	TCM Tanaka Capital Management New York	$17K	$0	1	0.04%	Maintained
3041	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$7K	$0	1	5.15%	Maintained
3042	GWA Guidant Wealth Advisors Palatine, Illinois	$6K	+$5.95K	2	0%	New
3043	BWP BSW Wealth Partners Boulder, Colorado	$3.87K	-$514K	1	0.13%	Reduced
3044	MIM Macroview Investment Management Bethesda, Maryland	$2K	$0	1	0.01%	Maintained
3045	NHFG New Harbor Financial Group Worcester, Massachusetts	$2K	$0	1	0%	Maintained
3046	ACM Anandar Capital Management New York	$0	-$7.75M	0	–	Closed
3047	Bain Capital Investors Boston, Massachusetts	$0	-$1.55M	0	–	Closed
3048	BCVI Bain Capital Venture Investors Boston, Massachusetts	$0	-$10.7M	0	–	Closed
3049	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$0	-$283K	0	–	Closed
3050	CRCM Cat Rock Capital Management Greenwich, Connecticut	$0	-$296K	0	–	Closed