← 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
3601	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$804K	+$48.4K	1	0.68%	Increased
3602	EI Ellevest Inc New York	$802K	+$75.7K	17	0.38%	Increased
3603	OKSA O'Keefe Stevens Advisory Rochester, New York	$802K	+$210K	2	0.62%	Increased
3604	KWA KCS Wealth Advisory Los Angeles, California	$801K	-$60.3K	3	0.7%	Reduced
3605	NFGCM Norman Fields Gottscho Capital Management New York	$797K	-$893K	2	0.42%	Reduced
3606	PFA Paradigm Financial Advisors Des Peres, Missouri	$781K	+$68.7K	1	0.3%	Increased
3607	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$780K	-$27.3K	1	0.15%	Reduced
3608	SFC SYM Financial Corp Winona Lake, Indiana	$773K	-$36.1K	2	0.49%	Reduced
3609	Flow Traders U.S. New York	$771K	+$714K	1	0.04%	New
3610	KLC Knowledge Leaders Capital Denver, Colorado	$766K	-$1.81M	1	3.25%	Reduced
3611	Orgel Wealth Management Altoona, Wisconsin	$757K	$0	1	0.26%	Maintained
3612	HP HT Partners Centerbrook, Connecticut	$756K	+$71.4K	1	0.33%	Increased
3613	FAG Financial Advisory Group Houston, Texas	$754K	+$20.9K	1	0.21%	Increased
3614	RFO RiverGlades Family Offices Naples, Florida	$747K	+$718K	2	0.68%	New
3615	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$745K	+$546	2	0.6%	Increased
3616	Advent Capital Management New York	$743K	+$392K	1	0.02%	Increased
3617	LFS Legacy Financial Strategies Overland Park, Kansas	$741K	+$52.2K	1	0.63%	Increased
3618	HC Hamilton Capital Columbus, Ohio	$740K	+$438K	1	0.33%	Increased
3619	SIM Sadoff Investment Management Milwaukee, Wisconsin	$737K	+$6.66K	2	0.06%	Increased
3620	HHGA Halbert Hargrove Global Advisors Long Beach, California	$734K	-$1.39M	2	2.59%	Reduced
3621	NF Nikulski Financial Bettendorf, Iowa	$732K	+$172K	3	0.71%	Increased
3622	VFP Verus Financial Partners Richmond, Virginia	$730K	+$241K	2	0.26%	Increased
3623	PCFFS Pacific Center for Financial Services San Ramon, California	$725K	-$10K	13	0.39%	Reduced
3624	LWM Lyons Wealth Management Winter Park, Florida	$721K	-$1.24M	1	2.03%	Reduced
3625	LWA Lowe Wealth Advisors Columbia, Maryland	$720K	+$4.33K	12	0.44%	Increased