← 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
5426	JE JMAC Enterprises Newtown, Pennsylvania	$3.66M	+$800K	5	0.62%	Increased
5427	VCM Viewpoint Capital Management Seattle, Washington	$3.65M	-$4.36M	2	1.86%	Reduced
5428	SI Symmetry Investments St Helier, Jersey	$3.65M	-$9.81M	4	0.25%	Reduced
5429	AWM Athena Wealth Management Reno, Nevada	$3.65M	+$1.86M	2	2.72%	Increased
5430	SNPAM St. Nicholas Private Asset Management Jacksonville, Florida	$3.65M	+$229K	1	3.18%	Increased
5431	AFC Ares Financial Consulting Calabasas, California	$3.65M	-$74.4K	41	2.62%	Reduced
5432	PWA Portus Wealth Advisors Charlotte, North Carolina	$3.63M	-$70.3K	2	2.99%	Reduced
5433	SAM Satovsky Asset Management New York	$3.63M	-$202K	1	0.58%	Reduced
5434	TIAM2 Tru Independence Asset Management 2 Portland, Oregon	$3.63M	+$505K	3	1.97%	Increased
5435	SI Stonekeep Investments Sante Fe, New Mexico	$3.63M	+$572K	5	2.11%	Increased
5436	SCA Strathmore Capital Advisors Charlotte, North Carolina	$3.63M	-$63.7K	3	0.98%	Reduced
5437	JEST JTC Employer Solutions Trustee St Helier, Jersey	$3.62M	+$84.7K	7	0.29%	Increased
5438	AA ACT Advisors Asheville, North Carolina	$3.61M	-$154K	2	1.2%	Reduced
5439	BRWM Blue Rock Wealth Management Winston-Salem, North Carolina	$3.61M	-$239K	3	2.01%	Reduced
5440	FSWA Financial Synergies Wealth Advisors Houston, Texas	$3.6M	-$243K	3	0.31%	Reduced
5441	PAG Paladin Advisory Group Clive, Iowa	$3.59M	$0	10	2.38%	Maintained
5442	7CM 7G Capital Management New York	$3.59M	+$4.15M	1	1.64%	New
5443	FSCM Front Street Capital Management Missoula, Montana	$3.59M	-$17.8K	1	0.41%	Reduced
5444	PFA Petra Financial Advisors Colorado Srpings, Colorado	$3.59M	+$990K	2	1.66%	Increased
5445	TFA Tobias Financial Advisors Plantation, Florida	$3.58M	-$28.4K	3	0.45%	Reduced
5446	WAU Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada	$3.58M	+$1.11M	18	2.55%	Increased
5447	S2L Sparta 24 Ltd Tirat Hacarmel, Israel	$3.58M	+$3.55M	1	3.28%	New
5448	AFM Armstrong Fleming & Moore Washington, District of Columbia	$3.57M	+$189K	4	1.18%	Increased
5449	HP HT Partners Centerbrook, Connecticut	$3.57M	-$25.2K	2	0.99%	Reduced
5450	ACC Acorn Creek Capital Fort Collins, Colorado	$3.57M	-$402K	3	1.19%	Reduced