← 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
2376	LJHT Laurie J. Hall Trustee	$34.1M	-$956K	4	10.6%	Reduced
2377	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$34.1M	+$1.3M	7	3.86%	Increased
2378	AMPWP Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida	$34M	-$1.94M	3	4.48%	Reduced
2379	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$34M	-$35.4M	10	3.49%	Reduced
2380	PFS Physicians Financial Services Raleigh, North Carolina	$34M	+$11.8K	7	8.48%	Increased
2381	WG Wealth Group Raleigh, North Carolina	$34M	+$27.3M	7	8.48%	Increased
2382	CIM Corda Investment Management Houston, Texas	$34M	+$17.6M	5	2.09%	Increased
2383	PA Paragon Advisors College Station, Texas	$34M	-$5.49M	4	7.13%	Reduced
2384	ILI Invesco LLC (Illinois) Des Plaines, Illinois	$33.9M	+$477K	10	10.5%	Increased
2385	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$33.9M	-$3.88M	2	4.04%	Reduced
2386	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$33.8M	-$117K	7	2.17%	Reduced
2387	HCM Hodges Capital Management Dallas, Texas	$33.8M	-$515K	6	2.24%	Reduced
2388	DIM Delta Investment Management San Francisco, California	$33.7M	-$6.72M	11	5.55%	Reduced
2389	GFG Greystone Financial Group Bloomfield Hills, Michigan	$33.7M	+$4.72M	4	9.41%	Increased
2390	HWA HCR Wealth Advisors Los Angeles, California	$33.7M	+$4.16K	8	3.01%	Increased
2391	Hawk Ridge Capital Management Los Angeles, California	$33.6M	-$160M	1	1.08%	Reduced
2392	BP BBR Partners New York	$33.6M	-$996K	13	1.58%	Reduced
2393	QFA Quattro Financial Advisors The Woodlands, Texas	$33.5M	+$2.42M	5	7.17%	Increased
2394	BL BFSG LLC Irvine, California	$33.5M	+$2.23M	27	2.97%	Increased
2395	FCM Fairbanks Capital Management Rancho Santa Fe, California	$33.5M	-$1.02M	6	19.81%	Reduced
2396	NC Nightview Capital Austin, Texas	$33.4M	+$4.21M	6	25.05%	Increased
2397	NCM Nelson Capital Management Menlo Park, California	$33.4M	-$129K	8	3.67%	Reduced
2398	WP Wedgewood Partners St Louis, Missouri	$33.4M	+$6.31M	1	6.89%	Increased
2399	PG Patten Group Chattanooga, Tennessee	$33.4M	-$1.22M	6	5.19%	Reduced
2400	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$33.4M	-$14.6K	10	5.22%	Reduced