← 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	HCM Herndon Capital Management Atlanta, Georgia	$239K	-$116K	6	0.04%	Reduced
3152	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$238K	+$18.5K	1	0.16%	Increased
3153	NI NFC Investments Memphis, Tennessee	$227K	$0	1	0.08%	Maintained
3154	ACM Avalon Capital Management Port Of Redwood City, California	$226K	-$909K	1	0.17%	Reduced
3155	CP Corbenic Partners Bethlehem, Pennsylvania	$224K	-$101K	3	0.31%	Reduced
3156	TCM Towercrest Capital Management Newtown, Pennsylvania	$218K	$0	1	0.17%	Maintained
3157	LFR Lehman Financial Resources Media, Pennsylvania	$216K	$0	1	0.12%	Maintained
3158	CF Corrigan Financial Middletown, Rhode Island	$212K	+$212K	1	0.2%	New
3159	BFG Barber Financial Group Lenexa, Kansas	$211K	+$211K	1	0.07%	New
3160	Sumitomo Mitsui Financial Group Tokyo, Japan	$210K	+$94.2K	3	0.04%	Increased
3161	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$208K	-$17.2K	1	0.6%	Reduced
3162	AWMG Alliance Wealth Management Group Flemington, New Jersey	$207K	$0	1	0.12%	Maintained
3163	BSG Black Swift Group Boulder, Colorado	$207K	+$206K	1	0.11%	New
3164	OC Oakmont Corp Los Angeles, California	$207K	+$206K	1	0.04%	New
3165	PP Pension Partners New York	$207K	+$206K	1	0.18%	New
3166	BJ Brouwer & Janachowski Mill Valley, California	$203K	-$112K	1	0.04%	Reduced
3167	BWM BigSur Wealth Management Miami, Florida	$200K	+$189K	1	0.2%	New
3168	LYV Live Your Vision West Conshohocken, Pennsylvania	$195K	+$275	7	0.07%	Increased
3169	WSL Western Standard LLC Los Angeles, California	$195K	-$787K	1	0.27%	Reduced
3170	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$185K	-$47.5K	3	0.08%	Reduced
3171	SG StepStone Group La Jolla, California	$180K	+$179K	1	0.11%	New
3172	SA Springowl Associates New York	$165K	+$166K	1	0.14%	New
3173	Sageworth Trust Lancaster, Pennsylvania	$164K	+$140K	3	0.03%	Increased
3174	OAJ Ogorek Anthony Joseph Williamsville, New York	$163K	+$69	2	0.15%	Increased
3175	2L 22NW LP Seattle, Washington	$162K	-$1.52M	1	0.09%	Reduced