← 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
2351	SCM Stuyvesant Capital Management Armonk, New York	$3.14M	-$22.1K	1	7.27%	Reduced
2352	Ballentine Partners Waltham, Massachusetts	$3.12M	-$385K	4	0.36%	Reduced
2353	Accredited Investors Edina, Minnesota	$3.1M	-$429K	4	0.92%	Reduced
2354	F FolioMetrix Omaha, Nebraska	$3.08M	+$3.47M	6	2.18%	New
2355	M Holdings Securities Portland, Oregon	$3.08M	+$122K	4	1.99%	Increased
2356	BCM Breithorn Capital Management New York	$3.07M	+$2.86M	1	1.96%	Increased
2357	BOC Barbara Oil Co Chicago, Illinois	$3.05M	+$729K	5	2.48%	Increased
2358	VIA Vantage Investment Advisors State College, Pennsylvania	$3.05M	-$192K	14	1.72%	Reduced
2359	Rock Springs Capital Management Baltimore, Maryland	$3.04M	+$3.11M	1	0.36%	New
2360	IFC Holdings Tampa, Florida	$3.03M	-$140K	4	0.5%	Reduced
2361	SAM Selway Asset Management	$3.02M	-$20.8K	1	1.63%	Reduced
2362	PI Pettee Investors Rowayton, Connecticut	$3.01M	-$16.7K	2	2.89%	Reduced
2363	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$2.99M	-$92.3K	4	0.76%	Reduced
2364	SC Schulhoff & Co Cincinnati, Ohio	$2.98M	-$28.2K	2	1.8%	Reduced
2365	Choreo LLC Rockford, Illinois	$2.97M	+$637K	3	0.8%	Increased
2366	GA GFS Advisors Houston, Texas	$2.97M	-$61K	1	1.18%	Reduced
2367	Ninety One North America New York	$2.95M	+$2.97M	2	0.86%	New
2368	Bingham Osborn & Scarborough San Francisco, California	$2.94M	-$187K	3	0.36%	Reduced
2369	NES New England Securities New York	$2.93M	-$703K	24	1.03%	Reduced
2370	Allworth Financial Folsom, California	$2.93M	+$13K	3	1.11%	Increased
2371	AG Artal Group Luxembourg	$2.92M	$0	1	0.1%	Maintained
2372	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2.92M	-$1.2M	3	0.47%	Reduced
2373	Redwood Capital Management New York	$2.91M	$0	1	0.31%	Maintained
2374	SAM Shamrock Asset Management Dallas, Texas	$2.91M	-$247K	5	1.17%	Reduced
2375	LC Lincoln Capital Lincoln, Nebraska	$2.91M	+$2.94M	3	2.52%	New