← 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
3401	BAWC Black-and-white Capital Los Angeles, California	$561K	-$723K	1	0.06%	Reduced
3402	LFS Legacy Financial Strategies Overland Park, Kansas	$557K	+$294K	1	0.57%	Increased
3403	DWA Divergent Wealth Advisors South Jordan, Utah	$546K	-$679K	6	0.19%	Reduced
3404	FIMG Financial & Investment Management Group Traverse City, Michigan	$541K	+$2.52K	2	0.18%	Increased
3405	FIG FundX Investment Group San Francisco, California	$539K	$0	2	0.3%	Maintained
3406	CF Corrigan Financial Middletown, Rhode Island	$533K	-$103K	2	0.38%	Reduced
3407	MIM Macroview Investment Management Bethesda, Maryland	$525K	+$416K	10	1.64%	Increased
3408	IWA Inspirion Wealth Advisors Libertyville, Illinois	$521K	+$151K	2	0.22%	Increased
3409	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$519K	-$22.1K	8	0.29%	Reduced
3410	ML McAdam LLC Philadelphia, Pennsylvania	$515K	-$375K	17	0.19%	Reduced
3411	BRA Biechele Royce Advisors Fishers, Indiana	$514K	+$553K	1	0.32%	New
3412	SCM Stordahl Capital Management Greenwood Village, Colorado	$514K	-$20.1K	2	0.23%	Reduced
3413	BJ Brouwer & Janachowski Mill Valley, California	$511K	$0	1	0.09%	Maintained
3414	HM Harvest Management New York	$506K	+$291K	1	0.3%	Increased
3415	LBG Lloyds Banking Group London, United Kingdom	$502K	-$677K	5	6.13%	Reduced
3416	OA Opes Advisors Cupertino, California	$499K	+$131K	2	0.36%	Increased
3417	WB Wilks Brothers Cisco, Texas	$499K	$0	1	0.06%	Maintained
3418	VBFG Vishria Bird Financial Group Memphis, Tennessee	$495K	$0	1	0.42%	Maintained
3419	CFG CKW Financial Group Honolulu, Hawaii	$489K	-$54.2K	5	0.09%	Reduced
3420	WP Wedgewood Partners St Louis, Missouri	$489K	-$53.9K	1	0.02%	Reduced
3421	SR Sloane Robinson London, United Kingdom	$488K	+$494K	1	0.35%	New
3422	WPSG Wealth & Pension Services Group Atlanta, Georgia	$479K	+$454K	1	0.48%	New
3423	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$476K	+$57.6K	1	0.3%	Increased
3424	SC US (TTGP) Menlo Park, California	$473K	+$509K	1	0.08%	New
3425	PD Planning Directions Glen Mills, Pennsylvania	$460K	+$214K	2	0.43%	Increased