← 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	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.38M	+$14.7K	3	1.45%	Increased
3177	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$1.38M	-$431K	2	0.01%	Reduced
3178	WA WESPAC Advisors Orinda, California	$1.38M	+$597K	3	0.84%	Increased
3179	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$1.37M	-$2.17K	17	1.07%	Reduced
3180	GCM Gator Capital Management Tampa, Florida	$1.37M	-$817K	2	1.32%	Reduced
3181	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1.37M	-$350K	11	5.26%	Reduced
3182	TFO Tarbox Family Office Newport Beach, California	$1.37M	-$11.1K	23	0.53%	Reduced
3183	FI Fosun International Hong Kong, China	$1.37M	$0	1	0.09%	Maintained
3184	GJCM Grand Jean Capital Management San Francisco, California	$1.37M	-$7.46M	2	0.52%	Reduced
3185	Capital Wealth Planning Naples, Florida	$1.37M	+$1.37M	1	0.95%	New
3186	QC QCM Cayman Houston, Texas	$1.37M	+$596K	3	3.54%	Increased
3187	PIM Parker Investment Management Menlo Park, California	$1.37M	+$130K	2	0.49%	Increased
3188	SJIM St. Johns Investment Management Jacksonville, Florida	$1.36M	-$15.4K	4	1.03%	Reduced
3189	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$1.35M	-$639K	3	1.11%	Reduced
3190	TFCP Twin Focus Capital Partners Boston, Massachusetts	$1.35M	+$146	1	0.67%	Increased
3191	EM ELCO Management New York	$1.35M	-$186K	2	0.8%	Reduced
3192	LIA LBMC Investment Advisors Brentwood, Tennessee	$1.35M	-$115K	3	0.23%	Reduced
3193	ESBC E.S. Barr & Co Lexington, Kentucky	$1.35M	-$139K	3	0.14%	Reduced
3194	VCP Vista Capital Partners Portland, Oregon	$1.35M	-$707	3	0.31%	Reduced
3195	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$1.34M	+$89K	8	1.21%	Increased
3196	BC Banced Corp Edwardsville, Illinois	$1.34M	+$338K	2	2.37%	Increased
3197	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$1.33M	+$14.1K	4	0.87%	Increased
3198	LWM Lyons Wealth Management Winter Park, Florida	$1.32M	+$318K	2	2.01%	Increased
3199	WCM Weatherstone Capital Management Denver, Colorado	$1.32M	+$217K	4	0.99%	Increased
3200	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$1.32M	-$7.63K	3	0.63%	Reduced