← 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
2951	CFG CKW Financial Group Honolulu, Hawaii	$376K	-$44.5K	5	0.13%	Reduced
2952	QC QCM Cayman Houston, Texas	$371K	-$1.87M	1	0.41%	Reduced
2953	SLF Sun Life Financial Toronto, Ontario, Canada	$370K	-$591K	1	0.05%	Reduced
2954	MFP Michael F. Price	$367K	$0	1	0.05%	Maintained
2955	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$362K	+$359K	2	0.06%	New
2956	TCM TD Capital Management Memphis, Tennessee	$361K	-$2.82K	3	0.11%	Reduced
2957	PTC Provident Trust Company Waukesha, Wisconsin	$354K	$0	1	0.02%	Maintained
2958	BJ Brouwer & Janachowski Mill Valley, California	$351K	-$37.3K	1	0.09%	Reduced
2959	PS Portfolio Solutions Royal Oak, Michigan	$351K	+$10.7K	1	0.05%	Increased
2960	BFG Bouchey Financial Group Troy, New York	$348K	$0	1	0.14%	Maintained
2961	Dakota Wealth Management Palm Beach Gardens, Florida	$348K	+$16.9K	1	0.23%	Increased
2962	C CFO4Life Coppell, Texas	$340K	+$6.67K	1	0.29%	Increased
2963	FRM Foundation Resource Management Little Rock, Arkansas	$338K	$0	1	0.06%	Maintained
2964	TG Threshold Group Seattle, Washington	$335K	$0	1	0.32%	Maintained
2965	RPG Risk Paradigm Group Austin, Texas	$334K	+$42.3K	3	0.25%	Increased
2966	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$333K	-$212K	6	0.28%	Reduced
2967	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$331K	+$15.5K	1	0.96%	Increased
2968	FIG FundX Investment Group San Francisco, California	$324K	+$324K	1	0.08%	New
2969	ZF Zhang Financial Portage, Michigan	$322K	-$206K	1	0.18%	Reduced
2970	CCB Cutter & Co Brokerage Ballwin, Missouri	$320K	-$206K	1	0.14%	Reduced
2971	PFG Piershale Financial Group Barrington, Illinois	$320K	+$21.7K	6	0.24%	Increased
2972	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$320K	+$168K	2	0.26%	Increased
2973	FAG Financial Advisory Group Houston, Texas	$314K	+$11.6K	1	0.13%	Increased
2974	BCM Breithorn Capital Management New York	$313K	-$325K	1	0.23%	Reduced
2975	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$308K	-$150K	1	0.35%	Reduced