← 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
2426	PH Pinnacle Holdings Tulsa, Oklahoma	$3.38M	-$34.7K	2	1.33%	Reduced
2427	SST S Squared Technology New York	$3.38M	-$358K	3	3.76%	Reduced
2428	Mission Wealth Management Santa Barbara, California	$3.38M	+$105K	3	0.82%	Increased
2429	SCM Stanley Capital Management Houston, Texas	$3.36M	$0	1	2.65%	Maintained
2430	JWS Juncture Wealth Strategies Scottsdale, Arizona	$3.35M	+$279K	4	2.26%	Increased
2431	SCM SG Capital Management Chicago, Illinois	$3.33M	-$864K	2	0.95%	Reduced
2432	Prospera Financial Services Dallas, Texas	$3.33M	+$502K	5	0.67%	Increased
2433	11A 10-15 Associates Goshen, New York	$3.32M	-$10.5M	3	0.92%	Reduced
2434	NG Northstar Group New York	$3.31M	-$88.9K	5	2.38%	Reduced
2435	GCM Gibraltar Capital Management Tulsa, Oklahoma	$3.3M	-$2.65M	1	3.81%	Reduced
2436	ICM IMS Capital Management Portland, Oregon	$3.29M	+$19.9K	3	3.79%	Increased
2437	BL BCWM LLC Overland Park, Kansas	$3.29M	-$557K	1	1.53%	Reduced
2438	Needham Investment Management New York	$3.29M	+$340K	5	0.87%	Increased
2439	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$3.29M	+$668K	5	0.96%	Increased
2440	PM Parametrica Management Wanchai, Hong Kong	$3.27M	+$445K	12	9.02%	Increased
2441	KA Kovack Advisors Ft. Lauderdale, Florida	$3.27M	+$425K	5	1.59%	Increased
2442	MM Midas Management New York	$3.26M	$0	2	2%	Maintained
2443	IT Independence Trust Franklin, Tennessee	$3.24M	-$44.8K	2	5.3%	Reduced
2444	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$3.24M	+$1.29M	9	2.41%	Increased
2445	HCA Horan Capital Advisors Cincinnati, Ohio	$3.23M	-$63.9K	2	2.56%	Reduced
2446	CSA Cottage Street Advisors Marion, Massachusetts	$3.23M	+$818K	3	2.49%	Increased
2447	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$3.23M	+$1.38M	11	2.01%	Increased
2448	AC Amici Capital New York	$3.22M	-$1.54M	1	0.84%	Reduced
2449	BSWMG Barrington Strategic Wealth Management Group Chicago, Illinois	$3.22M	+$344K	2	1.82%	Increased
2450	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$3.21M	-$1.81K	1	1.15%	Reduced