← 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
3176	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$2.99M	+$2.81M	1	3.25%	New
3177	OFW Omnia Family Wealth Aventura, Florida	$2.98M	+$364K	33	1.47%	Increased
3178	CWA Cypress Wealth Advisors San Francisco, California	$2.98M	+$154K	5	3.4%	Increased
3179	OCG Opus Capital Group Cincinnati, Ohio	$2.97M	-$2.08M	4	0.79%	Reduced
3180	GWM Graybill Wealth Management Elmhurst, Illinois	$2.97M	+$24.8K	1	2.07%	Increased
3181	NWS Newport Wealth Strategies Irvine, California	$2.96M	+$986K	3	2.98%	Increased
3182	HR Hayden Royal Charlotte, North Carolina	$2.95M	-$7.91M	2	3.85%	Reduced
3183	AWS AJ Wealth Strategies New York	$2.94M	-$123K	2	0.49%	Reduced
3184	FUBT First United Bank & Trust Oakland, Maryland	$2.94M	+$676K	5	1.81%	Increased
3185	AFS Access Financial Services Minneapolis, Minnesota	$2.93M	+$18.1K	2	2.31%	Increased
3186	PM Parametrica Management Wanchai, Hong Kong	$2.93M	+$633K	10	6.23%	Increased
3187	FA Financial Advisors Andover, Massachusetts	$2.93M	+$189K	3	2%	Increased
3188	PFS Investments Duluth, Georgia	$2.93M	+$2.74M	4	0.15%	New
3189	MMHP Murphy Middleton Hinkle & Parker Thomasville, Georgia	$2.93M	+$109	2	2.01%	Increased
3190	MFW Mosaic Family Wealth St. Louis, Missouri	$2.91M	+$60.3K	25	1.17%	Increased
3191	MIM Miller Investment Management West Conshohocken, Pennsylvania	$2.9M	-$2.23M	4	0.76%	Reduced
3192	SP Successful Portfolios Clearwater, Florida	$2.9M	+$203K	4	3.17%	Increased
3193	MSA Marino Stram & Associates Braintree, Massachusetts	$2.89M	+$115K	31	2.09%	Increased
3194	Howard Capital Management Roswell, Georgia	$2.89M	+$2.58M	5	1.44%	New
3195	SRSA S.R. Schill & Associates Mercer Island, Washington	$2.89M	+$273K	2	1.74%	Increased
3196	Valmark Advisers Akron, Ohio	$2.88M	+$194K	6	0.06%	Increased
3197	NC NewSquare Capital Newtown Square, Pennsylvania	$2.87M	+$818K	11	0.55%	Increased
3198	POIA Pin Oak Investment Advisors Houston, Texas	$2.87M	-$45.4K	10	2.3%	Reduced
3199	SCG Sonata Capital Group Seattle, Washington	$2.85M	+$209K	2	2.12%	Increased
3200	FWP FAS Wealth Partners Leawood, Kansas	$2.85M	-$4.54K	2	0.56%	Reduced