← 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
3626	EI EDMP Inc Lutz, Florida	$13.8M	+$1.28M	2	11.13%	Increased
3627	ACGA Atlanta Consulting Group Advisors Atlanta, Georgia	$13.8M	+$2.32M	4	2.19%	Increased
3628	VEM Vann Equity Management Plano, Texas	$13.8M	-$528K	7	8.39%	Reduced
3629	BWM Bluebird Wealth Management Medfield, Massachusetts	$13.8M	+$3.88M	10	11.95%	Increased
3630	WA WP Advisors San Francisco, California	$13.8M	+$5.01M	7	3.34%	Increased
3631	EIM Ervin Investment Management Seattle, Washington	$13.7M	+$59K	2	7.47%	Increased
3632	HI Human Investing Lake Oswego, Oregon	$13.7M	-$309K	6	1.78%	Reduced
3633	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$13.7M	-$78.9K	1	3.81%	Reduced
3634	KK Karl Kapital San Francisco, California	$13.7M	+$10.5M	2	8.16%	Increased
3635	WMP Wealth Management Partners Tucson, Arizona	$13.7M	+$1.07M	4	3.22%	Increased
3636	HA Hamel Associates Chatham, New Jersey	$13.7M	+$403K	4	3.78%	Increased
3637	Main Management ETF Advisors San Francisco, California	$13.7M	-$2.14M	7	0.41%	Reduced
3638	LI LDIC Inc Toronto,	$13.7M	+$15.5M	2	8.57%	New
3639	ARG Advisory Resource Group Tulsa, Oklahoma	$13.7M	+$2.5M	5	2.06%	Increased
3640	MBAM Mink Brook Asset Management West Palm Beach, Florida	$13.6M	+$3.17M	5	6.02%	Increased
3641	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$13.6M	-$355K	3	1.86%	Reduced
3642	ECM Elgethun Capital Management Sioux Falls, South Dakota	$13.6M	+$462K	8	1.9%	Increased
3643	LEP Langdon Equity Partners Toronto,	$13.6M	+$7.94M	1	7.62%	Increased
3644	TCPG Trivant Custom Portfolio Group San Diego, California	$13.6M	-$703K	6	7.26%	Reduced
3645	UAM UAS Asset Management New York	$13.6M	-$40.8M	1	2.93%	Reduced
3646	FDS Freedom Day Solutions Houston, Texas	$13.6M	+$3.15M	3	3.01%	Increased
3647	OC Opal Capital Boca Raton, Florida	$13.6M	-$726K	4	2.43%	Reduced
3648	EWM Evermay Wealth Management Arlington, Virginia	$13.6M	-$1.09M	19	1.4%	Reduced
3649	TWM Tortuga Wealth Management Torrance, California	$13.6M	+$116K	6	10.31%	Increased
3650	PPG Peak Planning Group Centennial, Colorado	$13.6M	+$79.4K	3	3.06%	Increased