← 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
4101	DWA Divergent Wealth Advisors South Jordan, Utah	$376K	$0	1	0.11%	Maintained
4102	PP PrairieView Partners St. Paul, Minnesota	$373K	-$204K	1	0.08%	Reduced
4103	CM Cornerstone Management Duluth, Georgia	$372K	+$27.2K	1	0.16%	Increased
4104	PBF Petix & Botte Financial La Mesa, California	$372K	+$346K	1	0.29%	New
4105	55I LLC Boston, Massachusetts	$363K	+$12.3K	1	0.16%	Increased
4106	OAJ Ogorek Anthony Joseph Williamsville, New York	$362K	+$46.8K	13	0.18%	Increased
4107	BWM Brickley Wealth Management San Mateo, California	$358K	+$4.41K	1	0.13%	Increased
4108	FPIS Financial Planning & Information Services De Pere, Wisconsin	$358K	$0	1	0.14%	Maintained
4109	FWCM First Western Capital Management Los Angeles, California	$357K	-$185K	1	5.67%	Reduced
4110	AFG Affinia Financial Group Burlington, Massachusetts	$356K	+$332K	1	0.23%	New
4111	EW Element Wealth Ridgeland, Mississippi	$355K	+$331K	1	0.36%	New
4112	PFM Peak Financial Management Wellesley, Massachusetts	$348K	+$294	1	0.15%	Increased
4113	BRA Biechele Royce Advisors Fishers, Indiana	$343K	$0	1	0.21%	Maintained
4114	WWM WJ Wealth Management Glendale, Arizona	$340K	+$317K	1	0.86%	New
4115	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$340K	+$10.6K	1	0.35%	Increased
4116	MAG Mayfair Advisory Group Birmingham, Alabama	$339K	+$316K	1	1.04%	New
4117	KIC Keating Investment Counselors Delray Beach, Florida	$338K	$0	1	0.15%	Maintained
4118	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$331K	-$29.4K	1	11.59%	Reduced
4119	BWM BCS Wealth Management Johnson City, Tennessee	$329K	+$306K	1	0.22%	New
4120	Flow Traders U.S. New York	$329K	-$1.24M	1	0.03%	Reduced
4121	KCM Kathmere Capital Management Wayne, Pennsylvania	$328K	+$305K	1	0.12%	New
4122	SWG Summit Wealth Group White River Junction, Vermont	$328K	+$305K	1	0.31%	New
4123	JC Jentner Corp Akron, Ohio	$326K	$0	1	0.34%	Maintained
4124	NI NFC Investments Memphis, Tennessee	$325K	$0	1	0.08%	Maintained
4125	CI Cordant Inc Portland, Oregon	$323K	+$301K	13	0.27%	New