← 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
3051	LMR Partners London, United Kingdom	$563K	-$25.4M	1	0.05%	Reduced
3052	Miracle Mile Advisors Los Angeles, California	$563K	+$275K	1	0.1%	Increased
3053	BIA Barry Investment Advisors New Bedford, Massachusetts	$554K	-$6.37M	1	0.21%	Reduced
3054	AIP Almanack Investment Partners Wayne, Pennsylvania	$551K	+$223K	3	0.41%	Increased
3055	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$550K	$0	1	0.47%	Maintained
3056	ACP Aveo Capital Partners Englewood, Colorado	$549K	-$1.7M	2	0.2%	Reduced
3057	CFN Cordasco Financial Network Naples, Florida	$547K	+$48.8K	4	0.63%	Increased
3058	NVIM New Vernon Investment Management Highland Park, Illinois	$543K	-$167K	1	0.71%	Reduced
3059	IWA Inspirion Wealth Advisors Libertyville, Illinois	$542K	$0	1	0.31%	Maintained
3060	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$542K	+$542K	4	0.45%	New
3061	CG Corundum Group Colorado Springs, Colorado	$541K	+$8.01K	1	0.68%	Increased
3062	Klingman & Associates New York	$540K	-$449	1	0.15%	Reduced
3063	GCM Gladstone Capital Management London, United Kingdom	$526K	$0	1	0.45%	Maintained
3064	Jefferies Financial Group New York	$519K	+$484K	1	0.04%	New
3065	PCFFS Pacific Center for Financial Services San Ramon, California	$513K	$0	13	0.36%	Maintained
3066	ACM AUA Capital Management Camp Hill, Pennsylvania	$512K	-$380K	7	0.51%	Reduced
3067	KL Kinsight LLC Birmingham, Alabama	$509K	$0	2	0.28%	Maintained
3068	BA Bristol Advisors Conshohocken, Pennsylvania	$505K	-$5.5M	1	0.57%	Reduced
3069	VI Versor Investments New York	$505K	-$84.9K	2	0.2%	Reduced
3070	WCM Weatherstone Capital Management Denver, Colorado	$499K	-$832K	2	0.56%	Reduced
3071	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$495K	-$1.83K	1	0.02%	Reduced
3072	HRT Financial New York	$493K	-$748K	2	0.46%	Reduced
3073	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$488K	-$89K	1	0.24%	Reduced
3074	RBC Roble Belko & Company Sewickley, Pennsylvania	$477K	-$256	16	0.24%	Reduced
3075	SM SG3 Management Dorado, Puerto Rico	$477K	-$58.9K	2	0.09%	Reduced