← 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
2301	EWM Edge Wealth Management New York	$2.77M	+$273K	7	1.07%	Increased
2302	SFM Signature Financial Management Norfolk, Virginia	$2.77M	-$311K	6	1.98%	Reduced
2303	SAA Southeast Asset Advisors Thomasville, Georgia	$2.74M	+$215K	5	1.05%	Increased
2304	RCM Riverpark Capital Management New York	$2.74M	+$761K	1	1.85%	Increased
2305	CP Camelot Portfolios Maumee, Ohio	$2.73M	+$117K	2	1.58%	Increased
2306	SIM SSI Investment Management Los Angeles, California	$2.71M	+$565K	6	0.26%	Increased
2307	GBA Garrison Bradford & Associates New York	$2.71M	-$87.6K	2	2.71%	Reduced
2308	FFS Founders Financial Securities Towson, Maryland	$2.68M	+$207K	1	1.72%	Increased
2309	NFG Nadler Financial Group Deerfield, Illinois	$2.66M	-$80.9K	3	1.59%	Reduced
2310	AC Addison Capital Conshohocken, Pennsylvania	$2.64M	-$29.6K	1	2.32%	Reduced
2311	SFM Sphera Funds Management Tel Aviv, Israel	$2.62M	+$2.57M	1	0.32%	New
2312	IIA IPG Investment Advisors San Diego, California	$2.59M	+$740K	4	0.94%	Increased
2313	MCG Meru Capital Group New York	$2.59M	-$4.16M	2	0.93%	Reduced
2314	BHA Beech Hill Advisors New York	$2.57M	-$444K	3	1.22%	Reduced
2315	SRCM Swift Run Capital Management Charlottesville, Virginia	$2.56M	+$679K	4	1.33%	Increased
2316	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$2.56M	+$283K	5	2.09%	Increased
2317	EMG Ellington Management Group Old Greenwich, Connecticut	$2.55M	-$2.34M	8	1.75%	Reduced
2318	BOS Bank of Stockton Stockton, California	$2.55M	-$101K	4	1.51%	Reduced
2319	BRWM B. Riley Wealth Management Memphis, Tennessee	$2.52M	-$776K	9	1.87%	Reduced
2320	Choreo LLC Rockford, Illinois	$2.51M	+$32.9K	3	0.74%	Increased
2321	FC Fayerweather Charles	$2.48M	-$9.58K	4	8.56%	Reduced
2322	GAM Gemmer Asset Management Walnut Creek, California	$2.46M	+$332K	39	1.75%	Increased
2323	IFS Ifrah Financial Services Little Rock, Arkansas	$2.46M	-$25.7K	6	0.95%	Reduced
2324	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.44M	+$25.7K	3	1.08%	Increased
2325	BCM Bares Capital Management Austin, Texas	$2.43M	-$180K	3	0.3%	Reduced