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 | |
|---|---|---|---|---|---|---|---|
| 1651 |
Levin Capital Strategies
New York
| $69.7M | +$7.95M | 4 | 4.67% | Increased |
|
| 1652 |
Systematic Financial Management
Teaneck,
New Jersey
| $69.7M | +$27.3M | 5 | 1.39% | Increased |
|
| 1653 |
Clare Market Investments
Dallas,
Texas
| $69.6M | +$5.69M | 10 | 12.7% | Increased |
|
| 1654 |
Atom Investors
Austin,
Texas
| $69.4M | -$2.65M | 49 | 6.18% | Reduced |
|
| 1655 |
Intrust Bank
Wichita,
Kansas
| $69.4M | -$1.73M | 23 | 5.12% | Reduced |
|
| 1656 |
JGP Wealth Management
Bend,
Oregon
| $69.1M | -$7.93M | 10 | 6.2% | Reduced |
|
| 1657 |
TSM
Two Star Manager
Miami Beach,
Florida
| $69.1M | +$13.3M | 3 | 27.99% | Increased |
|
| 1658 |
Belpointe Asset Management
Reno,
Nevada
| $69.1M | +$6.87M | 21 | 2.26% | Increased |
|
| 1659 |
Apella Capital
West Hartford,
Connecticut
| $68.9M | +$195K | 16 | 0.97% | Increased |
|
| 1660 |
KR Capital LP
New York City,
New York
| $68.9M | +$17M | 6 | 6.83% | Increased |
|
| 1661 |
Madison Avenue Partners
New York
| $68.8M | +$71.6M | 1 | 2.96% | Increased |
|
| 1662 |
CC
Cornerstone Capital
Palo Alto,
California
| $68.7M | +$555K | 6 | 6.14% | Increased |
|
| 1663 |
Paralel Advisors
Denver,
Colorado
| $68.7M | +$9.8M | 12 | 2.65% | Increased |
|
| 1664 |
Prelude Capital Management
New York
| $68.7M | -$18.9M | 58 | 5.01% | Reduced |
|
| 1665 |
Naspers
South Africa
| $68.5M | $0 | 1 | 81.19% | Maintained |
|
| 1666 |
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $68.4M | +$15.8M | 13 | 1.95% | Increased |
|
| 1667 |
Ironwood Investment Counsel
Scottsdale,
Arizona
| $68.4M | -$1.02M | 16 | 8.97% | Reduced |
|
| 1668 |
McRae Capital Management
Morristown,
New Jersey
| $68.3M | -$5.41M | 8 | 13.45% | Reduced |
|
| 1669 |
Longbow Finance
Lutry,
Switzerland
| $68.1M | +$15.7M | 3 | 8.71% | Increased |
|
| 1670 |
Marks Group Wealth Management
Minnetonka,
Minnesota
| $68.1M | -$23.4M | 24 | 5.93% | Reduced |
|
| 1671 |
Sunriver Management
Greenwich,
Connecticut
| $68M | +$19M | 2 | 10.68% | Increased |
|
| 1672 |
Meiji Yasuda America
New York
| $68M | +$17.4M | 5 | 11.38% | Increased |
|
| 1673 |
Sendero Wealth Management
San Antonio,
Texas
| $68M | -$8.24M | 13 | 6.77% | Reduced |
|
| 1674 |
Community Bank
Dewitt,
New York
| $67.9M | +$1.25M | 16 | 7.34% | Increased |
|
| 1675 |
Titan Global Capital Management USA
New York
| $67.9M | +$2.86M | 5 | 8.6% | Increased |
|