← 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
1726
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$63.9M -$1.46M 5 5.01% Reduced
1727
QCM
Qsemble Capital Management
New York
$63.8M -$53.5M 26 8.17% Reduced
1728
Romano Brothers & Co
Romano Brothers & Co
Illinois
$63.7M -$953K 12 6.41% Reduced
1729
Y.D. More Investments
Y.D. More Investments
Israel
$63.7M +$6.8M 37 1.98% Increased
1730
Everest Financial Group
Everest Financial Group
Minnesota
$63.7M -$2.06M 7 8.62% Reduced
1731
Blue Grotto Capital
Blue Grotto Capital
Georgia
$63.5M +$75.4M 2 5.3% New
1732
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$63.4M +$3.78M 18 1.75% Increased
1733
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$63.3M -$984K 12 8.91% Reduced
1734
Huntleigh Advisors
Huntleigh Advisors
Missouri
$63.3M +$6.31M 10 8.86% Increased
1735
Vienna Insurance Group
Vienna Insurance Group
Poland
$63.2M +$10.6M 4 16.6% Increased
1736
Red Door Wealth Management
Red Door Wealth Management
Tennessee
$63.2M -$2.79M 13 5.77% Reduced
1737
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$63.2M -$155M 5 1.24% Reduced
1738
Portolan Capital Management
Portolan Capital Management
Massachusetts
$63.1M -$283K 3 2.36% Reduced
1739
Alight Capital Management
Alight Capital Management
New York
$63.1M +$26.7M 10 8.86% Increased
1740
Columbia Asset Management
Columbia Asset Management
Michigan
$63.1M -$2.31M 7 10.96% Reduced
1741
Loews Corp
Loews Corp
New York
$63.1M +$4.61M 2 0.5% Increased
1742
Nutshell Asset Management
Nutshell Asset Management
United Kingdom
$63M +$23.9M 7 21.02% Increased
1743
Marietta Wealth Management
Marietta Wealth Management
Georgia
$63M +$2.97M 7 6.49% Increased
1744
1ST Source Bank
1ST Source Bank
Indiana
$62.9M -$921K 10 2.85% Reduced
1745
Cardinal Point Capital Management
Cardinal Point Capital Management
Ontario, Canada
$62.8M +$526K 10 3.56% Increased
1746
Hoey Investments
Hoey Investments
Pennsylvania
$62.8M -$4.14M 14 8.11% Reduced
1747
Circle Wealth Management
Circle Wealth Management
New Jersey
$62.8M -$4.97M 12 0.79% Reduced
1748
Coronation Fund Managers
Coronation Fund Managers
South Africa
$62.8M +$1.66M 2 2.4% Increased
1749
Granite Bay Wealth Management
Granite Bay Wealth Management
New Hampshire
$62.7M +$44.5M 4 5.78% Increased
1750
Legacy Private Trust
Legacy Private Trust
Wisconsin
$62.5M -$4.77M 5 3.46% Reduced