← 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
2876	PFG Piershale Financial Group Barrington, Illinois	$276K	+$33.4K	2	0.21%	Increased
2877	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$273K	$0	1	0.07%	Maintained
2878	CFN Cordasco Financial Network Naples, Florida	$271K	-$45.5K	4	0.21%	Reduced
2879	Dakota Wealth Management Palm Beach Gardens, Florida	$269K	+$11.6K	1	0.16%	Increased
2880	CG Corundum Group Colorado Springs, Colorado	$268K	+$2.69K	1	0.94%	Increased
2881	CFA Cahill Financial Advisors Edina, Minnesota	$266K	+$274	1	0.2%	Increased
2882	EGA Emerging Global Advisors New York	$266K	$0	1	0.12%	Maintained
2883	BFG Bouchey Financial Group Troy, New York	$261K	+$5.43K	1	0.11%	Increased
2884	SAM Selway Asset Management	$260K	-$459K	1	0.14%	Reduced
2885	WCM Wealthcare Capital Management Richmond, Virginia	$253K	-$1.28M	11	0.03%	Reduced
2886	FNYS First New York Securities New York	$251K	-$1.04M	4	0.13%	Reduced
2887	MLM Mount Lucas Management Newtown, Pennsylvania	$248K	-$58.5K	1	0.05%	Reduced
2888	Valmark Advisers Akron, Ohio	$247K	-$33.6K	1	0.01%	Reduced
2889	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$242K	+$929	1	0.26%	Increased
2890	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$241K	+$26.6K	1	0.07%	Increased
2891	HP HT Partners Centerbrook, Connecticut	$240K	-$43.3K	1	0.13%	Reduced
2892	HW Hedeker Wealth Lincolnshire, Illinois	$239K	-$481K	3	0.19%	Reduced
2893	ANBT American National Bank & Trust Wichita Falls, Texas	$237K	-$6.21M	5	0.09%	Reduced
2894	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$234K	$0	1	0.15%	Maintained
2895	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$232K	$0	1	0.15%	Maintained
2896	MGAM McGowan Group Asset Management Dallas, Texas	$232K	-$6.3K	1	0.05%	Reduced
2897	ZF Zhang Financial Portage, Michigan	$231K	$0	1	0.15%	Maintained
2898	LWA Lowe Wealth Advisors Columbia, Maryland	$228K	-$65.2K	5	0.15%	Reduced
2899	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$223K	$0	1	0.22%	Maintained
2900	BCM Bienville Capital Management New York	$223K	+$185K	1	0.09%	New