← 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
2401	BAM Banta Asset Management Newport Beach, California	$287K	+$306K	1	0.79%	New
2402	Pathstone Family Office Englewood, New Jersey	$287K	+$298K	6	0.33%	New
2403	FMP Financial Management Professionals Austin, Texas	$277K	+$279K	5	0.2%	New
2404	Valmark Advisers Akron, Ohio	$277K	+$295K	1	0.01%	New
2405	BFPW BOK Financial Private Wealth Denver, Colorado	$276K	+$294K	1	0.06%	New
2406	GI Glovista Investments Jersey City, New Jersey	$276K	+$294K	1	0.06%	New
2407	LC Lubar & Co Milwaukee, Wisconsin	$274K	+$260K	1	0.29%	New
2408	ZF Zhang Financial Portage, Michigan	$271K	+$289K	1	0.23%	New
2409	OAM Orinda Asset Management Lafayette, California	$256K	+$254K	2	0.84%	New
2410	MI Mercer Investments Boston, Massachusetts	$250K	+$237K	1	0.5%	New
2411	TAM Timucuan Asset Management Jacksonville, Florida	$248K	+$250K	1	0.04%	New
2412	MAM Marquette Asset Management Minneapolis, Minnesota	$247K	+$263K	1	0.12%	New
2413	PCM Portolan Capital Management Boston, Massachusetts	$247K	+$261K	1	0.07%	New
2414	IAM Iridian Asset Management Westport, Connecticut	$243K	+$225K	1	0%	New
2415	WCM Weyland Capital Management Portsmouth, New Hampshire	$240K	+$237K	1	0.28%	New
2416	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$237K	+$225K	1	0.12%	New
2417	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$234K	+$231K	1	0.11%	New
2418	SMA Simply Money Advisors Cincinnati, Ohio	$234K	+$240K	12	0.04%	New
2419	TFCP Twin Focus Capital Partners Boston, Massachusetts	$233K	+$248K	1	0.24%	New
2420	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$229K	+$244K	1	0.01%	New
2421	CG Corundum Group Colorado Springs, Colorado	$223K	+$211K	1	1.37%	New
2422	PGAM Platinum Grove Asset Management Purchase, New York	$223K	+$238K	1	2.23%	New
2423	SIM Sigma Investment Management Portland, Oregon	$222K	+$236K	1	0.17%	New
2424	SAM Shikiar Asset Management New York	$217K	+$234K	1	0.11%	New
2425	RP Realm Partners New York	$214K	+$413K	1	0.18%	New