← 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
2176	WIC Wood Investment Counsel Denver, Colorado	$1.84M	+$1.97M	2	0.34%	New
2177	CCM Cazenove Capital Management London, United Kingdom	$1.84M	+$1.88M	4	1.47%	New
2178	Massachusetts Mutual Life Insurance Springfield, Massachusetts	$1.83M	+$1.83M	3	7.44%	New
2179	LCP Longhorn Capital Partners Dallas, Texas	$1.83M	+$1.81M	1	0.6%	New
2180	CMANY Capital Management Associates (New York) New York	$1.82M	+$1.88M	3	2.98%	New
2181	Waverly Advisors Birmingham, Alabama	$1.81M	+$1.86M	3	1.04%	New
2182	ICOA Investment Centers of America Bismarck, North Dakota	$1.79M	+$1.81M	4	0.49%	New
2183	AW Alpha Windward Westwood, Massachusetts	$1.76M	+$1.75M	9	1.41%	New
2184	Caxton Associates (New York) New York	$1.76M	+$1.7M	2	0.09%	New
2185	SignatureFD Atlanta, Georgia	$1.76M	+$1.82M	14	0.91%	New
2186	BWM Braver Wealth Management Needham, Massachusetts	$1.75M	+$1.66M	1	0.81%	New
2187	KS Karpas Strategies Litchfield, Connecticut	$1.74M	+$1.71M	2	1.06%	New
2188	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.72M	+$1.63M	1	1.57%	New
2189	PCM Palouse Capital Management Spokane, Washington	$1.7M	+$1.81M	1	0.72%	New
2190	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$1.69M	+$1.71M	4	1.61%	New
2191	NCIM New Century Investment Management Southfield, Michigan	$1.68M	+$1.6M	1	1.23%	New
2192	BOS Bingham Osborn & Scarborough San Francisco, California	$1.65M	+$1.73M	3	0.28%	New
2193	MC Miles Capital West Des Moines, Iowa	$1.65M	+$1.56M	1	0.76%	New
2194	JFA JNBA Financial Advisors Bloomington, Minnesota	$1.64M	+$1.63M	9	1.13%	New
2195	SFM Signature Financial Management Norfolk, Virginia	$1.64M	+$1.61M	3	1.12%	New
2196	CFA Camarda Financial Advisors Fleming Island, Florida	$1.61M	+$1.66M	5	1.47%	New
2197	AI ArchPoint Investors Coral Gables, Florida	$1.61M	+$1.54M	2	1.89%	New
2198	STIA Stone Toro Investment Advisers Princeton, New Jersey	$1.6M	+$1.58M	4	0.97%	New
2199	PWAG Polaris Wealth Advisory Group San Rafael, California	$1.6M	+$1.57M	5	0.64%	New
2200	MPA Marvin & Palmer Associates Wilmington, Delaware	$1.59M	+$1.57M	1	0.86%	New