← 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
3226	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.24M	+$20.4K	2	0.77%	Increased
3227	MCM MV Capital Management Bethesda, Maryland	$1.24M	-$10.8K	10	0.32%	Reduced
3228	GI Glovista Investments Jersey City, New Jersey	$1.23M	+$194K	3	0.3%	Increased
3229	Truepoint Inc Cincinnati, Ohio	$1.23M	+$1.11M	2	0.11%	Increased
3230	DOA D'Orazio & Associates Falls Church, Virginia	$1.23M	+$15.1K	7	0.47%	Increased
3231	AFA Alta Fundamental Advisers New York	$1.23M	-$465K	1	0.72%	Reduced
3232	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$1.22M	+$10.4K	3	1.05%	Increased
3233	TG TLP Group Evanston, Illinois	$1.21M	-$3.51M	25	1.84%	Reduced
3234	MM Meridian Management Little Rock, Arkansas	$1.19M	$0	1	0.55%	Maintained
3235	RWG Regal Wealth Group Seal Beach, California	$1.19M	+$291	5	1.27%	Increased
3236	TF TLWM Financial San Antonio, Texas	$1.19M	+$540K	2	0.74%	Increased
3237	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$1.18M	+$230K	3	0.99%	Increased
3238	FAM Flaharty Asset Management Clearwater, Florida	$1.17M	-$848K	1	0.46%	Reduced
3239	Krilogy Financial St. Louis, Missouri	$1.17M	-$316K	2	0.29%	Reduced
3240	RVPG Relative Value Partners Group	$1.16M	-$544K	1	0.13%	Reduced
3241	Karpus Investment Management Pittsford, New York	$1.15M	+$56.6K	3	0.05%	Increased
3242	NWM Northwest Wealth Management Spencer, Iowa	$1.15M	+$78.6K	13	0.87%	Increased
3243	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$1.15M	-$185K	2	0.01%	Reduced
3244	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$1.15M	-$19.3K	5	0.83%	Reduced
3245	DWA Divergent Wealth Advisors South Jordan, Utah	$1.15M	-$22K	6	0.41%	Reduced
3246	CFD Creative Financial Designs Kokomo, Indiana	$1.14M	-$1.13M	24	0.67%	Reduced
3247	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$1.14M	-$2.71K	1	0.86%	Reduced
3248	TMC Trellus Management Company Delray Beach, Florida	$1.14M	-$739K	2	1.68%	Reduced
3249	Obermeyer Wealth Partners Aspen, Colorado	$1.14M	-$17.2K	2	0.1%	Reduced
3250	WCM Weatherstone Capital Management Denver, Colorado	$1.13M	-$269K	3	0.9%	Reduced