← 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
4326	LCWM Legacy Capital Wealth Management The Woodlands, Texas	$8.73M	+$232K	2	4.01%	Increased
4327	MWM MFG Wealth Management Indianapolis, Indiana	$8.72M	+$1.75M	3	6.24%	Increased
4328	SSCM Spectrum Strategic Capital Management Corvallis, Oregon	$8.71M	+$2.69M	3	4.31%	Increased
4329	GA Goldstein Advisors Madison, Wisconsin	$8.7M	+$1.01M	6	0.8%	Increased
4330	CIS Custom Index Systems New York	$8.7M	-$1.63M	11	3.13%	Reduced
4331	PAR Capital Management Boston, Massachusetts	$8.7M	-$6.33M	2	0.22%	Reduced
4332	VPW Vaquero Private Wealth Dallas, Texas	$8.69M	+$9.38M	6	1.79%	New
4333	Catalyst Capital Advisors Huntington, New York	$8.69M	-$584K	22	0.14%	Reduced
4334	CMAI Capital Management Associates Inc Minneapolis, Minnesota	$8.68M	+$1.54M	4	1.75%	Increased
4335	BIM Bullseye Investment Management Cincinnati, Ohio	$8.68M	-$594K	5	4.27%	Reduced
4336	CCM Crew Capital Management Cincinnati, Ohio	$8.67M	+$48.1K	5	4.73%	Increased
4337	WAM Wakefield Asset Management Englewood, Colorado	$8.66M	+$1.87M	13	1.95%	Increased
4338	CFG Carr Financial Group Worcester, Massachusetts	$8.66M	+$25.9K	7	1.99%	Increased
4339	NIM NXG Investment Management Dallas, Texas	$8.65M	+$920K	1	0.39%	Increased
4340	PCMH Polymer Capital Management (HK) Hong Kong	$8.65M	-$1.37M	2	0.44%	Reduced
4341	LWP LeClair Wealth Partners Dublin, Ohio	$8.65M	+$7.58M	5	4.48%	Increased
4342	SAM Seelaus Asset Management Chatham, New Jersey	$8.65M	+$1.42M	15	6.07%	Increased
4343	EPA Element Pointe Advisors Miami, Florida	$8.64M	+$2.24M	8	1.39%	Increased
4344	GCA Gallagher Capital Advisors Argyle, Texas	$8.64M	-$1.96M	4	4.94%	Reduced
4345	RVM Robinson Value Management San Antonio, Texas	$8.64M	+$3.26M	3	4.63%	Increased
4346	CCG Coastwise Capital Group La Jolla, California	$8.63M	+$998K	6	5.01%	Increased
4347	ORC O'Rourke & Company Boston, Massachusetts	$8.61M	-$33.8K	4	3%	Reduced
4348	ADMI Albert D. Mason Inc Boston, Massachusetts	$8.61M	+$724K	7	4.89%	Increased
4349	DAS DMKC Advisory Services Des Moines, Iowa	$8.6M	+$321K	3	1.62%	Increased
4350	PPA Pacific Point Advisors Rancho Santa Fe, California	$8.59M	-$1.91M	5	3.92%	Reduced