← 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
3126	TMC Trellus Management Company Delray Beach, Florida	$246K	+$57K	1	0.36%	Increased
3127	LFG LifePlan Financial Group Dayton, Ohio	$242K	$0	1	0.17%	Maintained
3128	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$238K	-$3.71M	8	0.04%	Reduced
3129	FMP Financial Management Professionals Austin, Texas	$235K	-$61.1K	9	0.12%	Reduced
3130	RT Reliance Trust Atlanta, Georgia	$234K	-$23.9K	1	2.48%	Reduced
3131	CCM Clovis Capital Management New York	$231K	-$13.7M	1	2.36%	Reduced
3132	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$230K	-$12K	1	0.17%	Reduced
3133	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$226K	-$60.1K	1	0.14%	Reduced
3134	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$222K	+$22K	3	0.1%	Increased
3135	IF Ironwood Financial Tucson, Arizona	$219K	+$17.8K	5	0.15%	Increased
3136	Obermeyer Wealth Partners Aspen, Colorado	$219K	+$212K	1	0.02%	New
3137	ACM Americafirst Capital Management Roseville, California	$218K	-$680K	2	0.23%	Reduced
3138	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$216K	+$212K	1	0.18%	New
3139	FA Financial Advantage Columbia, Maryland	$210K	+$201K	1	0.19%	New
3140	RTS Round Table Services Westfield, New Jersey	$208K	-$38.4K	1	0.08%	Reduced
3141	SCA Sippican Capital Advisors Boston, Massachusetts	$206K	$0	1	0.22%	Maintained
3142	NI NFC Investments Memphis, Tennessee	$204K	+$198K	1	0.08%	New
3143	LYV Live Your Vision West Conshohocken, Pennsylvania	$188K	+$241	7	0.08%	Increased
3144	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$182K	-$100K	10	0.02%	Reduced
3145	AIC Ayalon Insurance Company Ramat Gan, Israel	$179K	$0	3	0.15%	Maintained
3146	OAJ Ogorek Anthony Joseph Williamsville, New York	$169K	$0	3	0.15%	Maintained
3147	JAM JCIC Asset Management Toronto, Ontario, Canada	$158K	+$152K	1	0.05%	New
3148	DPA Delphi Private Advisors San Diego, California	$143K	-$55.2K	13	0.25%	Reduced
3149	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$126K	-$93.3K	2	0.01%	Reduced
3150	OTC Opera Trading Capital Paris, France	$124K	+$126K	3	0.04%	New