← 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
3351	SHA Seneca House Advisors Richmond, Virginia	$680K	+$211K	1	0.55%	Increased
3352	PCFFS Pacific Center for Financial Services San Ramon, California	$675K	+$184K	13	0.4%	Increased
3353	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$675K	+$68.5K	2	0.38%	Increased
3354	BT Brandywine Trust Hockessin, Delaware	$673K	$0	1	0.59%	Maintained
3355	Avidian Wealth Enterprises Houston, Texas	$669K	-$1.84K	1	0.21%	Reduced
3356	BWM BigSur Wealth Management Miami, Florida	$665K	+$210K	1	0.48%	Increased
3357	PVAM Pacific View Asset Management San Francisco, California	$665K	+$57.3K	2	0.53%	Increased
3358	PAG Pinnacle Advisory Group Columbia, Maryland	$661K	-$1.56M	1	0.04%	Reduced
3359	SCA SMH Capital Advisors Fort Worth, Texas	$652K	+$16.9K	1	1.06%	Increased
3360	RCG Ruggie Capital Group Tavares, Florida	$650K	$0	7	0.33%	Maintained
3361	CAM Concorde Asset Management Ann Arbor, Michigan	$642K	+$25.9K	2	0.73%	Increased
3362	RBC Roble Belko & Company Sewickley, Pennsylvania	$640K	-$139K	14	0.24%	Reduced
3363	LWA Lowe Wealth Advisors Columbia, Maryland	$635K	-$3.58K	9	0.39%	Reduced
3364	Orgel Wealth Management Altoona, Wisconsin	$634K	-$43.6K	1	0.16%	Reduced
3365	BFG Bouchey Financial Group Troy, New York	$632K	+$10.1K	1	0.17%	Increased
3366	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$629K	-$441K	2	0.06%	Reduced
3367	VCM Vivaldi Capital Management Chicago, Illinois	$627K	+$216K	2	0.52%	Increased
3368	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$625K	-$225K	1	0.5%	Reduced
3369	IGGA Iron Gate Global Advisors Nsl, Utah	$625K	+$10.2K	5	0.46%	Increased
3370	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$622K	-$80.3K	6	0.24%	Reduced
3371	VFP Verus Financial Partners Richmond, Virginia	$622K	-$66.7K	2	0.23%	Reduced
3372	EIA Eldridge Investment Advisors Manchester, New Hampshire	$616K	-$85.2K	1	0.44%	Reduced
3373	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$614K	-$371K	1	0.13%	Reduced
3374	DLG Daniel L. Goodwin	$614K	+$207K	2	0.28%	Increased
3375	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$613K	+$13.1K	2	0.35%	Increased