← 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
3176	RWM Revisor Wealth Management Akron, Ohio	$18.5M	+$1.14M	12	4.44%	Increased
3177	V VeraBank Henderson, Texas	$18.5M	-$2.12M	7	3.06%	Reduced
3178	GCM Gladstone Capital Management London, United Kingdom	$18.5M	-$119M	5	1.83%	Reduced
3179	FCM Forager Capital Management Birmingham, Alabama	$18.5M	+$5.94M	1	6.94%	Increased
3180	DW30 Drucker Wealth 3.0 Woodcliff Lake, New Jersey	$18.5M	+$401K	9	2.92%	Increased
3181	PGDP Pragma Gestao de Patrimonio Sao Paulo, Brazil	$18.5M	$0	2	14.58%	Maintained
3182	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$18.5M	+$13.6M	6	1.61%	Increased
3183	PCA Purkiss Capital Advisors Ridgefield, Connecticut	$18.5M	+$2.03M	5	7.03%	Increased
3184	SRS Strong Retirement Solutions Silverdale, Washington	$18.5M	+$3.72M	7	11.06%	Increased
3185	GPA Guerra Pan Advisors Montclair, New Jersey	$18.4M	-$2.54M	7	10.29%	Reduced
3186	NB Northwest Bancshares Warren, Pennsylvania	$18.4M	+$1.68M	5	3.32%	Increased
3187	MWA Miller Wealth Advisors Ridgeway, Colorado	$18.4M	+$41.7K	1	7.77%	Increased
3188	NFG Northbridge Financial Group Tampa, Florida	$18.4M	+$1.45M	9	7.05%	Increased
3189	LCM Leisure Capital Management Costa Mesa, California	$18.4M	+$84.9K	5	5.74%	Increased
3190	IA Insight Advisors Newtown, Pennsylvania	$18.3M	-$1.6M	4	3.23%	Reduced
3191	CST Charles Schwab Trust Henderson, Nevada	$18.3M	-$334K	6	1.02%	Reduced
3192	BFC Bedel Financial Consulting Indianapolis, Indiana	$18.3M	-$220K	6	1.72%	Reduced
3193	PWP Pursue Wealth Partners Clayton, California	$18.3M	-$4.53M	6	10.25%	Reduced
3194	FCA FLC Capital Advisors Palm Desert, California	$18.3M	-$260K	6	2.94%	Reduced
3195	CL CVFG LLC Shelbyville, Indiana	$18.3M	-$2.37M	7	1.92%	Reduced
3196	WA Wealth Architects Mountain View, California	$18.3M	-$2.3M	7	1.44%	Reduced
3197	EFG Ethos Financial Group King Of Prussia, Pennsylvania	$18.3M	+$1.59M	11	1.22%	Increased
3198	MIM Montgomery Investment Management Rockville, Maryland	$18.2M	-$49.2K	4	5.53%	Reduced
3199	SMC Smith, Moore & Co Clayton, Missouri	$18.2M	+$636K	7	1.18%	Increased
3200	BB Berkshire Bank Pittsfield, Massachusetts	$18.2M	-$886K	7	3.48%	Reduced