← 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
1801	WCM Weik Capital Management Wyomissing, Pennsylvania	$5.83M	+$24.5K	2	3.91%	Increased
1802	Chas P. Smith & Associates (CPS) Lakeland, Florida	$5.82M	-$1.27M	3	1.49%	Reduced
1803	BTG Pactual Global Asset Management Hamilton, Bermuda	$5.82M	+$5.52M	3	1.29%	New
1804	Cadinha & Co Honolulu, Hawaii	$5.78M	-$76.9K	2	1.16%	Reduced
1805	HAM Harber Asset Management Asheville, North Carolina	$5.78M	+$1.88M	3	7.69%	Increased
1806	MM Meridian Management Little Rock, Arkansas	$5.77M	+$76.5K	2	4.94%	Increased
1807	Smithbridge Asset Management Chadds Ford, Pennsylvania	$5.73M	+$93.3K	2	5.43%	Increased
1808	JCM JD Capital Management Darien, Connecticut	$5.72M	+$5.87M	1	0.59%	New
1809	Capital Advisors Inc Tulsa, Oklahoma	$5.71M	+$179K	3	1.37%	Increased
1810	WCM Weston Capital Management Los Angeles, California	$5.71M	+$24.7K	2	7.45%	Increased
1811	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$5.7M	-$4.15M	5	3.53%	Reduced
1812	EWM Elite Wealth Management Kirkland, Washington	$5.68M	+$234K	7	5.01%	Increased
1813	ECM Endex Capital Management Overland Park, Kansas	$5.68M	$0	10	5.83%	Maintained
1814	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$5.67M	-$1.52M	7	4.02%	Reduced
1815	SCM SOL Capital Management Rockville, Maryland	$5.66M	-$241K	4	2.35%	Reduced
1816	SC Sureview Capital Greenwich, Connecticut	$5.65M	-$6.12M	2	1.01%	Reduced
1817	SCG Strategic Capital Group Gig Harbor, Washington	$5.64M	+$1.35M	6	2.12%	Increased
1818	Amarillo National Bank Amarillo, Texas	$5.63M	-$658K	4	4.81%	Reduced
1819	DBG De Burlo Group Boston, Massachusetts	$5.6M	-$1.83M	6	1.53%	Reduced
1820	BCM Birmingham Capital Management Birmingham, Alabama	$5.59M	-$149K	2	2.21%	Reduced
1821	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$5.58M	+$6.56K	3	0.06%	Increased
1822	Abner Herrman & Brock Jersey City, New Jersey	$5.57M	-$3.47M	4	3.7%	Reduced
1823	SII Investments Appleton, Wisconsin	$5.56M	-$4.93M	3	1.32%	Reduced
1824	FCM Firsthand Capital Management San Jose, California	$5.56M	$0	3	4.54%	Maintained
1825	Kimelman & Baird New York	$5.55M	+$55.5K	2	1.11%	Increased