← 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
3876	RYIA Roehl & Yi Investment Advisors Eugene, Oregon	$11.7M	+$790K	9	3.85%	Increased
3877	CWA CM Wealth Advisors Beachwood, Ohio	$11.7M	-$186K	10	2.11%	Reduced
3878	FFC First Financial Corp Terre Haute, Indiana	$11.7M	-$61.4K	9	4.04%	Reduced
3879	PC Permit Capital West Conshohocken, Pennsylvania	$11.7M	+$3.79M	1	3.27%	Increased
3880	DFG Demars Financial Group Spokane Valley, Washington	$11.7M	+$3.62M	9	3.23%	Increased
3881	PF Prosperitas Financial Valencia, California	$11.7M	+$1.51M	5	3.74%	Increased
3882	CCM Cox Capital Management Andover, Massachusetts	$11.7M	+$2.75M	3	6.49%	Increased
3883	TFM TFC Financial Management Boston, Massachusetts	$11.7M	-$1.75M	46	1.29%	Reduced
3884	CWA Crux Wealth Advisors Long Beach, California	$11.7M	+$691K	8	4.04%	Increased
3885	FPH Financial Planning Hawaii Honolulu, Hawaii	$11.7M	+$990K	8	6.25%	Increased
3886	RHAM Round Hill Asset Management Pasadena, California	$11.6M	-$149K	4	7.31%	Reduced
3887	KWS Keystone Wealth Services Palm Desert, California	$11.6M	-$94K	3	2.16%	Reduced
3888	PCM Pincus Capital Management New York	$11.6M	$0	6	6.94%	Maintained
3889	BOS Bank of Stockton Stockton, California	$11.6M	-$538K	6	3.27%	Reduced
3890	MAC Mason & Associates (California) Los Angeles, California	$11.6M	+$823K	4	1.88%	Increased
3891	EGA E&G Advisors Houston, Texas	$11.6M	+$243K	7	2.25%	Increased
3892	PSC Prentiss Smith & Co Brattleboro, Vermont	$11.6M	+$229K	5	6.38%	Increased
3893	P Paradiem Covington, Louisiana	$11.6M	+$2.79M	2	2.5%	Increased
3894	MFP Meridian Financial Partners Warrenton, Virginia	$11.6M	-$326K	7	3.96%	Reduced
3895	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$11.6M	+$525K	7	1.33%	Increased
3896	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$11.6M	+$7M	3	6.59%	Increased
3897	APA Astoria Portfolio Advisors New York	$11.6M	+$1.5M	8	1.96%	Increased
3898	ACL Applied Capital LLC Hollywood, Florida	$11.6M	+$820K	7	4.71%	Increased
3899	SPWG Syntegra Private Wealth Group Chesterfield, Missouri	$11.6M	+$256K	5	0.9%	Increased
3900	APW Allied Private Wealth Boca Raton, Florida	$11.6M	+$12.1M	35	7.43%	New