← 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
3551	Foundations Investment Advisors Phoenix, Arizona	$777K	+$376K	2	0.16%	Increased
3552	LA LexAurum Advisors Overland Park, Kansas	$775K	+$54.8K	1	0.6%	Increased
3553	WCM Wallace Capital Management Dallas, Texas	$772K	$0	2	0.11%	Maintained
3554	WP WealthShield Partners Cary, North Carolina	$772K	-$64.6K	2	0.53%	Reduced
3555	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$771K	$0	2	0.13%	Maintained
3556	AIA Arbor Investment Advisors Winston Salem, North Carolina	$770K	-$5.04K	2	0.28%	Reduced
3557	TC Trilogy Capital Irvine, California	$761K	-$142K	2	0.1%	Reduced
3558	FFW Fusion Family Wealth Woodbury, New York	$760K	+$38.8K	5	0.22%	Increased
3559	KWA KCS Wealth Advisory Los Angeles, California	$757K	-$450K	3	0.8%	Reduced
3560	CI CAZ Investments Houston, Texas	$756K	+$33.1K	4	2.2%	Increased
3561	Karpus Investment Management Pittsford, New York	$756K	+$18.3K	2	0.03%	Increased
3562	Maven Securities St Helier, Jersey	$756K	-$13.8M	3	0.45%	Reduced
3563	RQS Ramsey Quantitative Systems Louisville, Kentucky	$754K	-$833K	3	0.89%	Reduced
3564	EPA Element Pointe Advisors Miami, Florida	$751K	+$792K	1	0.47%	New
3565	EIA Eldridge Investment Advisors Manchester, New Hampshire	$748K	+$73.3K	1	0.46%	Increased
3566	RAM Riggs Asset Management Dallas, Pennsylvania	$746K	$0	7	0.54%	Maintained
3567	PWM Paulson Wealth Management Wheaton, Illinois	$745K	+$308K	2	0.61%	Increased
3568	HFA Hoover Financial Advisors Malvern, Pennsylvania	$741K	+$795K	2	0.82%	New
3569	FA Fortis Advisors Wayne, Pennsylvania	$738K	-$179K	7	0.45%	Reduced
3570	PEA Pacific Edge Advisors Corona Del Mar, California	$738K	$0	2	0.47%	Maintained
3571	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$734K	+$776K	2	0.36%	New
3572	SMH Sanders Morris Harris Houston, Texas	$728K	-$902K	2	0.4%	Reduced
3573	TFS TrustCore Financial Services Brentwood, Tennessee	$725K	-$3.65M	15	0.4%	Reduced
3574	RIM Redwood Investment Management Scottsdale, Arizona	$724K	-$5.39M	1	0.55%	Reduced
3575	BFG Bouchey Financial Group Troy, New York	$720K	+$72.2K	1	0.2%	Increased