← 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
3251	SC Shellback Capital Boston, Massachusetts	$1.28M	+$1.32M	1	0.11%	New
3252	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$1.27M	-$255K	2	1.17%	Reduced
3253	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$1.27M	+$143K	2	0.8%	Increased
3254	CMO Covenant Multifamily Offices San Antonio, Texas	$1.27M	-$4.34M	1	0.44%	Reduced
3255	SHJ Sharkey, Howes & Javer Denver, Colorado	$1.26M	+$4.96K	7	0.66%	Increased
3256	WCM Weatherstone Capital Management Denver, Colorado	$1.26M	-$981	3	0.97%	Reduced
3257	SRSA S.R. Schill & Associates Mercer Island, Washington	$1.26M	+$73K	1	0.77%	Increased
3258	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$1.23M	-$86.5K	1	0.9%	Reduced
3259	TC Tairen Capital Hong Kong	$1.22M	-$19.2M	1	0.4%	Reduced
3260	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$1.21M	+$145K	2	0.79%	Increased
3261	TA TMD & Associates Scottsdale, Arizona	$1.2M	$0	1	0.86%	Maintained
3262	PGA Premia Global Advisors Coral Gables, Florida	$1.2M	-$309K	1	2.5%	Reduced
3263	LFR Lehman Financial Resources Media, Pennsylvania	$1.19M	+$750K	3	0.56%	Increased
3264	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.18M	$0	1	0.61%	Maintained
3265	CIM Corda Investment Management Houston, Texas	$1.17M	+$1.11M	1	0.14%	New
3266	NAH Neumann Advisory (HK) Central, Hong Kong	$1.17M	+$1.26M	1	0.69%	New
3267	QC QCM Cayman Houston, Texas	$1.16M	-$510K	3	3.81%	Reduced
3268	PAM PVG Asset Management Golden, Colorado	$1.15M	-$1.64M	1	0.82%	Reduced
3269	EP Eversept Partners New York	$1.15M	+$872K	1	0.5%	Increased
3270	PGH Partners Group Holding Baar-Zug, Switzerland	$1.14M	-$357K	2	0.13%	Reduced
3271	TFF The Family Firm Bethesda, Maryland	$1.13M	-$76.2K	3	0.41%	Reduced
3272	ACM Avalon Capital Management Port Of Redwood City, California	$1.13M	-$17.8K	2	1.03%	Reduced
3273	SA SRH Advisors Salina, Kansas	$1.12M	+$14.7K	9	3.85%	Increased
3274	NA Nottingham Advisors Amherst, New York	$1.12M	-$84.5K	2	0.17%	Reduced
3275	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$1.12M	-$217	1	0.88%	Reduced