← 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
3651	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$589K	-$396K	2	1.2%	Reduced
3652	PCI Pacifica Capital Investments Leander, Texas	$588K	-$254K	1	0.27%	Reduced
3653	SIS Sound Income Strategies Ft Lauderdale, Florida	$586K	+$57.3K	18	0.2%	Increased
3654	HS Horan Securities Cincinnati, United States	$585K	+$106K	8	0.67%	Increased
3655	PWA Peterson Wealth Advisors Orem, Utah	$584K	-$31.6K	1	0.37%	Reduced
3656	FWSM First Wilshire Securities Management Pasadena, California	$583K	-$83K	1	0.23%	Reduced
3657	FWCM First Western Capital Management Los Angeles, California	$582K	-$111K	2	7.72%	Reduced
3658	PFA Pinnacle Family Advisors Springfield, Missouri	$578K	+$313K	2	0.48%	Increased
3659	GCIA Gabelli & Co Investment Advisers Rye, New York	$577K	$0	1	0.06%	Maintained
3660	FIG FundX Investment Group San Francisco, California	$569K	$0	2	0.24%	Maintained
3661	MIM Macroview Investment Management Bethesda, Maryland	$568K	-$3.31K	10	1.47%	Reduced
3662	WPSG Wealth & Pension Services Group Atlanta, Georgia	$566K	+$2.16K	1	0.41%	Increased
3663	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$562K	+$114K	1	0.43%	Increased
3664	GI Glovista Investments Jersey City, New Jersey	$549K	-$138K	1	0.18%	Reduced
3665	PWM PRW Wealth Management Quincy, Massachusetts	$548K	-$684K	1	0.61%	Reduced
3666	FFG Ford Financial Group Fresno, California	$547K	+$38.2K	1	0.37%	Increased
3667	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$543K	+$2.21K	9	0.3%	Increased
3668	NVIM New Vernon Investment Management Highland Park, Illinois	$541K	$0	1	1.07%	Maintained
3669	HPCM High Pointe Capital Management Chicago, Illinois	$540K	-$1.96M	1	0.76%	Reduced
3670	ODG O'Dell Group Cincinnati, Ohio	$538K	+$74K	1	0.33%	Increased
3671	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$535K	-$25.4K	2	0.29%	Reduced
3672	IF Ironwood Financial Tucson, Arizona	$534K	+$10.2K	9	0.26%	Increased
3673	DSN D. Scott Neal Lexington, Kentucky	$530K	-$17.2K	2	0.29%	Reduced
3674	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$528K	-$4.7K	1	0.27%	Reduced
3675	MWC MKD Wealth Coaches Troy, Michigan	$527K	+$494K	4	0.47%	Increased