← 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
3451	BWA BlueSky Wealth Advisors New Bern, North Carolina	$1.42M	-$13.8K	3	0.51%	Reduced
3452	B Brightworth Atlanta, Georgia	$1.42M	-$97K	2	0.3%	Reduced
3453	Benjamin Edwards Inc Clayton, Missouri	$1.42M	+$661K	14	3.44%	Increased
3454	CHA Cooper/Haims Advisors Victor, New York	$1.42M	-$86.7K	3	0.88%	Reduced
3455	TA TMD & Associates Scottsdale, Arizona	$1.41M	-$38.1K	1	0.96%	Reduced
3456	Karpus Investment Management Pittsford, New York	$1.41M	-$141K	3	0.05%	Reduced
3457	NA Nottingham Advisors Amherst, New York	$1.4M	+$335K	3	0.2%	Increased
3458	SMC S. Muoio & Co New York	$1.4M	-$25.4K	1	1.14%	Reduced
3459	FWM Foresight Wealth Management Draper, Utah	$1.4M	+$44.6K	2	1.06%	Increased
3460	SFA Semmax Financial Advisors Winston Salem, North Carolina	$1.38M	-$1M	8	0.89%	Reduced
3461	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.38M	$0	1	0.98%	Maintained
3462	CPR CSU Producer Resources Fairfield, Ohio	$1.37M	+$554K	2	5.06%	Increased
3463	AGM Alpine Global Management New York	$1.37M	+$912K	1	0.4%	Increased
3464	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$1.36M	+$155K	3	0.56%	Increased
3465	TF TLWM Financial San Antonio, Texas	$1.35M	-$258K	2	0.78%	Reduced
3466	Sageworth Trust Lancaster, Pennsylvania	$1.34M	+$945K	9	0.16%	Increased
3467	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$1.33M	-$317K	2	0.85%	Reduced
3468	TF Trek Financial Scottsdale, Arizona	$1.33M	+$173K	2	0.23%	Increased
3469	ACA Apis Capital Advisors New York	$1.32M	-$247K	1	1.97%	Reduced
3470	LFM Lumina Fund Management New York	$1.31M	+$532K	2	0.66%	Increased
3471	Foundations Investment Advisors Phoenix, Arizona	$1.31M	+$152K	2	0.2%	Increased
3472	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$1.3M	-$207K	1	1.7%	Reduced
3473	Starboard Value New York	$1.29M	+$2.68M	1	0.04%	New
3474	ACM Avalon Capital Management Port Of Redwood City, California	$1.29M	-$281K	2	1.47%	Reduced
3475	ZF Zhang Financial Portage, Michigan	$1.29M	-$290K	1	0.54%	Reduced