← 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	PO Private Ocean San Rafael, California	$1.41M	+$337K	12	0.79%	Increased
3152	Krilogy Financial St. Louis, Missouri	$1.41M	-$402K	15	0.34%	Reduced
3153	BC Burleson & Co Petaluma, California	$1.4M	+$1.39M	3	0.9%	New
3154	SJIM St. Johns Investment Management Jacksonville, Florida	$1.4M	-$110K	2	1.03%	Reduced
3155	SLT St Louis Trust Saint Louis, Missouri	$1.39M	+$1.34M	2	0.55%	New
3156	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$1.39M	-$343K	2	0.24%	Reduced
3157	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$1.37M	+$14.1K	2	0.81%	Increased
3158	CAL Capital Advisors Ltd Shaker Heights, Ohio	$1.36M	+$145	8	0.45%	Increased
3159	Reinhart Partners Mequon, Wisconsin	$1.36M	+$268K	2	0.13%	Increased
3160	CCB Cutter & Co Brokerage Ballwin, Missouri	$1.36M	+$665K	3	0.56%	Increased
3161	RVPG Relative Value Partners Group	$1.36M	$0	2	0.15%	Maintained
3162	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$1.36M	+$285K	3	0.47%	Increased
3163	BP BBR Partners New York	$1.35M	+$476K	3	0.25%	Increased
3164	GC Gilbert & Cook West Des Moines, Iowa	$1.35M	-$52.3K	2	0.47%	Reduced
3165	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$1.34M	+$1.34M	7	1.23%	New
3166	Klingman & Associates New York	$1.34M	+$589K	1	0.29%	Increased
3167	TFF The Family Firm Bethesda, Maryland	$1.33M	+$176K	4	0.53%	Increased
3168	SI Salesforce Inc San Francisco, California	$1.33M	+$1.31M	1	5.97%	New
3169	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$1.33M	+$1.31M	3	1.11%	New
3170	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$1.32M	+$45.3K	19	1.03%	Increased
3171	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$1.32M	-$2.03K	4	0.91%	Reduced
3172	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.32M	+$1.29M	3	1.38%	New
3173	KA Kerrisdale Advisers Miami, Florida	$1.32M	-$3.98M	1	2.67%	Reduced
3174	MF MHI Funds Woodstock, New York	$1.31M	+$1.3M	1	1.14%	New
3175	TFCP Twin Focus Capital Partners Boston, Massachusetts	$1.31M	+$236K	1	0.67%	Increased