← 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
3426	KFA Kays Financial Advisory Atlanta, Georgia	$391K	-$2.38M	1	0.09%	Reduced
3427	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$390K	+$391K	1	0.06%	New
3428	ACM Alethea Capital Management Mercer Island, Washington	$385K	-$1.07M	1	0.66%	Reduced
3429	PSF Pacific Sun Financial Los Angeles, California	$384K	$0	1	0.4%	Maintained
3430	CWM Capital Wealth Management W. Warwick, Rhode Island	$383K	$0	1	0.35%	Maintained
3431	PDM Penn Davis McFarland Dallas, Texas	$383K	+$361K	1	0.12%	New
3432	BCM Baltimore Capital Management Baltimore, Maryland	$371K	-$273K	1	0.55%	Reduced
3433	ECM EII Capital Management New York	$371K	+$37.4K	3	0.2%	Increased
3434	LCM Lafitte Capital Management Austin, Texas	$364K	$0	1	0.14%	Maintained
3435	BFG Barber Financial Group Lenexa, Kansas	$359K	+$18.1K	1	0.1%	Increased
3436	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$358K	+$12.1K	1	0.24%	Increased
3437	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$356K	-$393K	1	0.27%	Reduced
3438	BA BCM Advisors Lafayette, Louisiana	$350K	-$22.3K	1	0.19%	Reduced
3439	LFR Lehman Financial Resources Media, Pennsylvania	$350K	$0	1	0.18%	Maintained
3440	Pathstone Family Office Englewood, New Jersey	$348K	-$283K	5	0.26%	Reduced
3441	QCMA Quad Capital Management Advisors New York	$341K	+$325K	1	0.13%	New
3442	DFIG Dragon Financial & Investment Group San Mateo, California	$340K	$0	1	0.39%	Maintained
3443	ES Equitec Specialists Chicago, Illinois	$338K	+$306K	1	0.04%	New
3444	Foundations Investment Advisors Phoenix, Arizona	$338K	+$353K	1	0.09%	New
3445	SCP Silverleafe Capital Partners Germantown, Tennessee	$338K	+$9.98K	1	0.21%	Increased
3446	IWA Inspirion Wealth Advisors Libertyville, Illinois	$333K	$0	1	0.16%	Maintained
3447	XSC X-Square Capital Guaynabo, Puerto Rico	$330K	-$44.7K	1	0.25%	Reduced
3448	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$328K	+$5.23K	1	0.24%	Increased
3449	Dynasty Wealth Management St. Petersburg, Florida	$323K	+$1.94K	1	0.67%	Increased
3450	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$315K	-$8.92K	1	0.18%	Reduced