← 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
2451	KCM Keane Capital Management Charlotte, North Carolina	$1.5M	+$245	1	1.4%	Increased
2452	AIC Atlantic Investment Company Atlanta, Georgia	$1.49M	+$16K	3	1.28%	Increased
2453	CK Carnick & Kubik Colorado Springs, Colorado	$1.49M	+$398K	3	1.49%	Increased
2454	HCM HM Capital Management Clayton, Missouri	$1.48M	-$666K	1	1.82%	Reduced
2455	AFG Albion Financial Group Salt Lake City, Utah	$1.47M	-$12.8K	3	0.25%	Reduced
2456	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1.47M	-$79.6K	4	0.27%	Reduced
2457	KCM KSA Capital Management Morristown, New Jersey	$1.46M	$0	1	0.39%	Maintained
2458	VWM Vector Wealth Management Minneapolis, Minnesota	$1.46M	+$251K	3	1.07%	Increased
2459	AC Argentiere Capital Zug, Switzerland	$1.45M	+$1.4M	1	0.66%	New
2460	HCM Highlander Capital Management Short Hills, New Jersey	$1.44M	-$8.23K	7	1.3%	Reduced
2461	AP AlpInvest Partners Amsterdam, Netherlands	$1.44M	$0	2	5.14%	Maintained
2462	FA FCG Advisors Chatham, New Jersey	$1.44M	-$471K	2	1.09%	Reduced
2463	OC Oakworth Capital Birmingham, Alabama	$1.44M	+$3K	13	0.87%	Increased
2464	IUAM Itau USA Asset Management New York	$1.44M	-$56.5K	4	0.39%	Reduced
2465	RWM Raffa Wealth Management Washington, District of Columbia	$1.43M	+$17.8K	5	1.1%	Increased
2466	DSM Capital Partners Palm Beach Gardens, Florida	$1.42M	-$330K	1	0.03%	Reduced
2467	OAM Occidental Asset Management Burlingame, California	$1.42M	+$122K	3	2.43%	Increased
2468	TT Tiedemann Trust Wilmington, Delaware	$1.42M	+$791K	3	0.14%	Increased
2469	AMG Asset Management Group Stamford, Connecticut	$1.41M	+$56.3K	2	0.76%	Increased
2470	SFT Simmons First Trust Pine Bluff, Arkansas	$1.41M	+$108K	2	0.43%	Increased
2471	TPP Triangle Peak Partners Carmel, California	$1.4M	-$1.52M	1	1.25%	Reduced
2472	BFPW BOK Financial Private Wealth Denver, Colorado	$1.39M	-$18.2K	2	0.23%	Reduced
2473	CCM Carlson Capital Management Northfield, Minnesota	$1.39M	-$19K	2	0.57%	Reduced
2474	AC Alexandria Capital Arlington, Virginia	$1.39M	+$175K	14	0.59%	Increased
2475	TIM Tortoise Investment Management White Plains, New York	$1.39M	+$170K	3	0.58%	Increased