← 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
3101	CCM Canal Capital Management Richmond, Virginia	$1.64M	+$186K	1	0.9%	Increased
3102	LA Lucus Advisors New York	$1.64M	-$462K	5	2.39%	Reduced
3103	FAM Flaharty Asset Management Clearwater, Florida	$1.64M	+$980K	3	0.72%	Increased
3104	FGC Financial Gravity Companies Lakeway, Texas	$1.62M	+$1.52M	38	1.86%	New
3105	LCM Lucas Capital Management Red Bank, New Jersey	$1.62M	-$407K	2	1.4%	Reduced
3106	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.61M	-$58.8K	2	1.29%	Reduced
3107	SIA Starfire Investment Advisers Southfield, Michigan	$1.61M	-$939K	2	1.29%	Reduced
3108	CFA Cahill Financial Advisors Edina, Minnesota	$1.61M	+$11.2K	2	0.81%	Increased
3109	NC NewSquare Capital Newtown Square, Pennsylvania	$1.61M	-$9.45M	7	0.37%	Reduced
3110	AMG Asset Management Group Stamford, Connecticut	$1.6M	-$121K	3	0.58%	Reduced
3111	CA Capital Advantage Walnut Creek, California	$1.6M	+$20.3K	2	0.41%	Increased
3112	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$1.59M	+$1.49M	13	1.45%	New
3113	SII Silchester International Investors London, United Kingdom	$1.59M	+$1.55M	1	0.07%	New
3114	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.58M	-$317K	2	0.94%	Reduced
3115	HFA Huber Financial Advisors Lincolnshire, Illinois	$1.56M	+$1.52M	3	1.72%	New
3116	NFGCM Norman Fields Gottscho Capital Management New York	$1.56M	$0	2	0.86%	Maintained
3117	AWS AJ Wealth Strategies New York	$1.55M	+$159K	1	0.39%	Increased
3118	WAG Winthrop Advisory Group Boston, Massachusetts	$1.55M	+$1.44M	3	1.1%	New
3119	Miracle Mile Advisors Los Angeles, California	$1.55M	+$935K	2	0.25%	Increased
3120	TCM Tieton Capital Management Yakima, Washington	$1.54M	-$1.95M	1	1.33%	Reduced
3121	SFG StrategIQ Financial Group Merrillville, Indiana	$1.54M	+$30.8K	3	0.6%	Increased
3122	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$1.54M	+$594K	3	0.1%	Increased
3123	FIAS FinTrust Investment Advisory Services Greenville, South Carolina	$1.54M	+$182K	2	1.35%	Increased
3124	LC Landaas & Company Milwaukee, Wisconsin	$1.53M	-$213K	11	1.32%	Reduced
3125	PFM Probabilities Fund Management White Plains, New York	$1.52M	+$1.45M	1	2.19%	New