← 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
3151	TMC Trellus Management Company Delray Beach, Florida	$222K	$0	1	0.34%	Maintained
3152	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$219K	+$212K	1	0.69%	New
3153	FA Financial Advantage Columbia, Maryland	$218K	-$2.18K	1	0.18%	Reduced
3154	AWMG Alliance Wealth Management Group Flemington, New Jersey	$217K	-$94.7K	1	0.13%	Reduced
3155	NI NFC Investments Memphis, Tennessee	$217K	$0	1	0.08%	Maintained
3156	WA WP Advisors San Francisco, California	$214K	+$216K	1	0.13%	New
3157	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$209K	+$204K	1	0.14%	New
3158	TCM Towercrest Capital Management Newtown, Pennsylvania	$209K	+$203K	1	0.17%	New
3159	RIM Ranger International Management Lake Forest, Illinois	$208K	-$137K	3	11.39%	Reduced
3160	DII Domini Impact Investments New York	$208K	+$202K	1	6.65%	New
3161	LFR Lehman Financial Resources Media, Pennsylvania	$208K	+$203K	1	0.12%	New
3162	TCM Tuttle Capital Management Riverside, Connecticut	$204K	+$206K	1	0.25%	New
3163	LYV Live Your Vision West Conshohocken, Pennsylvania	$201K	+$256	7	0.08%	Increased
3164	OAJ Ogorek Anthony Joseph Williamsville, New York	$183K	-$2.87K	2	0.19%	Reduced
3165	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$179K	-$71.5K	7	0.03%	Reduced
3166	ZP Zimmer Partners New York	$156K	+$152K	1	0%	New
3167	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$127K	-$2.82K	10	0.01%	Reduced
3168	WCM Wealthcare Capital Management Richmond, Virginia	$117K	+$631	5	0.01%	Increased
3169	EP Edinburgh Partners Edinburgh, United Kingdom	$116K	$0	1	0.03%	Maintained
3170	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$116K	$0	1	0.07%	Maintained
3171	HS Horan Securities Cincinnati, United States	$111K	+$109K	3	0.13%	New
3172	SAS Stelac Advisory Services New York	$108K	$0	1	0.03%	Maintained
3173	Sumitomo Mitsui Financial Group Tokyo, Japan	$108K	+$105K	2	0.02%	New
3174	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$106K	-$3.78K	3	0.1%	Reduced
3175	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$103K	-$23.4K	2	8.84%	Reduced