← 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
2226	IFB iAB Financial Bank Fort Wayne, Indiana	$1.37M	+$1.35M	3	1.37%	New
2227	AFG Albion Financial Group Salt Lake City, Utah	$1.36M	+$1.35M	3	0.3%	New
2228	Gradient Investments Arden Hills, Minnesota	$1.36M	+$1.4M	9	0.51%	New
2229	AIP ARS Investment Partners New York	$1.36M	+$1.45M	1	0.24%	New
2230	PAG Pinnacle Advisory Group Columbia, Maryland	$1.35M	+$1.36M	2	0.18%	New
2231	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.35M	+$1.42M	4	0.49%	New
2232	CCM Chautauqua Capital Management Boulder, Colorado	$1.34M	+$1.32M	1	1.04%	New
2233	CC Cipher Capital New York	$1.34M	+$1.36M	4	3.28%	New
2234	HI Hudock Inc Williamsport, Pennsylvania	$1.34M	+$1.41M	11	1.97%	New
2235	IWC Integrated Wealth Counsel Carmel, California	$1.33M	+$1.4M	4	0.96%	New
2236	AC Alexandria Capital Arlington, Virginia	$1.33M	+$1.34M	14	0.65%	New
2237	RU RobecoSam USA New York	$1.33M	+$1.35M	3	1.88%	New
2238	CI Cowen Inc New York	$1.32M	+$1.81M	2	0.13%	New
2239	LOGI Long Oar Global Investors New York	$1.32M	+$1.41M	1	1.34%	New
2240	CTC (Chicago Trading Company) Chicago, Illinois	$1.32M	+$1.4M	2	0.1%	New
2241	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$1.32M	+$1.32M	3	0.44%	New
2242	KT Kanaly Trust Houston, Texas	$1.32M	+$1.32M	2	0.4%	New
2243	DMC Drexel Morgan & Co Radnor, Pennsylvania	$1.31M	+$1.34M	2	2.17%	New
2244	MIA Mainstream Investment Advisers New Albany, Indiana	$1.31M	+$1.41M	2	0.8%	New
2245	TIM Tortoise Investment Management White Plains, New York	$1.29M	+$1.37M	3	0.85%	New
2246	Karpus Investment Management Pittsford, New York	$1.28M	+$1.33M	2	0.09%	New
2247	HCM Harvey Capital Management Palm Beach, Florida	$1.28M	+$1.33M	2	0.79%	New
2248	Empirical Wealth Management Seattle, Washington	$1.27M	+$1.23M	2	0.42%	New
2249	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1.27M	+$1.24M	9	0.21%	New
2250	FUBT First United Bank & Trust Oakland, Maryland	$1.24M	+$1.3M	2	1.67%	New