← 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
4901	CCFM Cohen & Co Financial Management New York	$119K	+$97K	1	0.05%	New
4902	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$114K	$0	1	0.03%	Maintained
4903	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$110K	+$58.3K	4	0.13%	Increased
4904	AWA Artemis Wealth Advisors New York	$106K	+$14.2K	2	0.01%	Increased
4905	Peconic Partners New York	$95K	$0	1	0.01%	Maintained
4906	CI Cordant Inc Portland, Oregon	$88K	+$34.7K	18	0.05%	Increased
4907	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$67K	+$6.67K	6	0.01%	Increased
4908	GGI Godsey & Gibb Inc Richmond, Virginia	$55K	-$697K	1	0.02%	Reduced
4909	TCM Tanaka Capital Management New York	$52K	$0	1	0.07%	Maintained
4910	WFA Wells Financial Advisors Framingham, Massachusetts	$48K	$0	1	0.04%	Maintained
4911	PLU Performa Ltd (US) Charleston, South Carolina	$30K	-$3.38K	6	0.02%	Reduced
4912	Harvard Management Company Boston, Massachusetts	$29K	-$81.7M	1	0%	Reduced
4913	ST Sphinx Trading Chicago, Illinois	$28K	+$27.9K	1	0.03%	New
4914	NWM Navigation Wealth Management Fort Collins, Colorado	$26K	-$30.6K	4	0.17%	Reduced
4915	TCA Teewinot Capital Advisers New York	$16K	$0	1	0%	Maintained
4916	OCM Ovata Capital Management Hong Kong	$14K	-$570K	1	0.01%	Reduced
4917	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$11K	-$11.3K	2	0.01%	Reduced
4918	LPC Lion Point Capital New York	$3K	$0	1	0%	Maintained
4919	RCM Raging Capital Management Rocky Hill, New Jersey	$2K	-$5.48M	1	0.01%	Reduced
4920	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2K	-$15K	2	0.06%	Reduced
4921	HFS Horizon Financial Services Winston Salem, North Carolina	$1K	-$5K	1	0%	Reduced
4922	Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida	$0	-$323K	0	–	Closed
4923	ACM Altium Capital Management New York	$0	-$117K	0	–	Closed
4924	AFG American Financial Group Cincinnati, Ohio	$0	-$412K	0	–	Closed
4925	AC Antara Capital New York	$0	-$2.7M	0	–	Closed