← 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
3801	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$223K	-$50.6K	1	0.03%	Reduced
3802	RCA Reitz Capital Advisors Freeland, Michigan	$223K	$0	1	0.25%	Maintained
3803	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$221K	-$3.1K	5	0.1%	Reduced
3804	LI LVZ Inc Holland, Michigan	$220K	+$9.76K	1	0.05%	Increased
3805	SG Strid Group Newtown Square, Pennsylvania	$212K	$0	1	0.07%	Maintained
3806	GPC Glacier Peak Capital Bellevue, Washington	$210K	-$1.93M	1	0.22%	Reduced
3807	SM Sabby Management Miami Beach, Florida	$210K	-$851	1	0.11%	Reduced
3808	DC Derby & Company Newton, Massachusetts	$208K	+$202K	1	0.1%	New
3809	WA Wealthstar Advisors Plano, Texas	$208K	+$207K	1	0.12%	New
3810	PS Portfolio Solutions Royal Oak, Michigan	$203K	+$197K	1	0.03%	New
3811	AGA Accuvest Global Advisors Provo, Utah	$192K	-$4.44M	4	0.39%	Reduced
3812	CI CAZ Investments Houston, Texas	$174K	+$38.9K	3	0.21%	Increased
3813	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$170K	+$241K	1	0.1%	New
3814	BC Barnett & Company Chattanooga, Tennessee	$169K	+$45K	14	0.1%	Increased
3815	AWM Avondale Wealth Management West Lake Hills, Texas	$144K	-$40.8K	5	0.24%	Reduced
3816	LIM Longfellow Investment Management Boston, Massachusetts	$137K	-$110K	2	0.06%	Reduced
3817	AIA Arcadia Investment Advisors Eagle, Idaho	$135K	$0	1	0.09%	Maintained
3818	LGWM Litman Gregory Wealth Management Larkspur, California	$135K	-$122K	4	0.03%	Reduced
3819	AI ArchPoint Investors Coral Gables, Florida	$127K	-$57.6K	2	0.04%	Reduced
3820	BI Bulldog Investors Saddle Brook, New Jersey	$123K	+$123K	1	0.06%	New
3821	EWA Evolution Wealth Advisors Aventura, Florida	$113K	-$1.59M	12	0.05%	Reduced
3822	MG MilWealth Group Milwaukee, Wisconsin	$110K	-$2.7K	2	0.09%	Reduced
3823	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$109K	+$106K	1	0.02%	New
3824	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$106K	-$7K	1	0%	Reduced
3825	AM Atwater Malick Lancaster, Pennsylvania	$95K	+$94.1K	7	0.08%	New