← 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
6601	DSCM Del-Sette Capital Management Schenectady, New York	$942K	-$2.62M	3	0.55%	Reduced
6602	GF Gimbal Financial Carmel, Indiana	$942K	+$1.02M	1	0.58%	New
6603	WH Whitcomb & Hess Ashland, Ohio	$941K	+$1.62K	2	0.2%	Increased
6604	AA AJ Advisors Nashville, Tennessee	$940K	+$17.4K	1	0.29%	Increased
6605	NFA Northwest Financial Advisors Herndon, Virginia	$935K	+$294K	3	0.12%	Increased
6606	HIGP Hill Investment Group Partners St. Louis, Missouri	$935K	+$27.1K	1	0.1%	Increased
6607	CFG Clayton Financial Group St. Louis, Missouri	$934K	-$739K	3	0.52%	Reduced
6608	MW Melia Wealth Tulsa, Oklahoma	$933K	+$1.01M	1	0.54%	New
6609	AP Aspect Partners Fairfax, Virginia	$931K	+$6.63K	26	0.35%	Increased
6610	BCM Beartown Capital Management Huntington Woods, Michigan	$931K	$0	1	0.41%	Maintained
6611	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$931K	+$38K	3	0.39%	Increased
6612	SA Sincerus Advisory New York	$930K	+$7.52K	3	0.63%	Increased
6613	GIA Goodwin Investment Advisory Woodstock, Georgia	$929K	+$986K	1	1.87%	New
6614	SA Stolz & Associates Tacoma, Washington	$927K	+$99K	2	0.58%	Increased
6615	MCM MontVue Capital Management Lynchburg, Virginia	$926K	+$198K	2	0.53%	Increased
6616	CSIA Carl Stuart Investment Advisor Austin, Texas	$925K	-$418K	2	0.37%	Reduced
6617	AF Align Financial Hermantown, Minnesota	$924K	$0	19	0.46%	Maintained
6618	CTA Camelot Technology Advisors San Francisco, California	$924K	$0	1	0.62%	Maintained
6619	CCI Credit Capital Investments Livingston, New Jersey	$924K	+$18.9K	1	0.53%	Increased
6620	AWM Altus Wealth Management Ft Mitchell, Kentucky	$919K	+$23.9K	2	0.35%	Increased
6621	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$915K	+$80.9K	1	0.38%	Increased
6622	DW Dodds Wealth Greenwood Village, Colorado	$915K	+$260K	2	0.21%	Increased
6623	KCAM Kagan Cocozza Asset Management Mickleton, New Jersey	$915K	+$553	2	0.57%	Increased
6624	GCG Gilbert Capital Group North Yarmouth, Maine	$914K	-$14K	1	0.64%	Reduced
6625	GOCP Great Oak Capital Partners South Easton, Massachusetts	$913K	-$250K	1	0.2%	Reduced