← 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
4126	FWM Filbrandt Wealth Management Middleton, Wisconsin	$322K	+$310K	3	0.28%	New
4127	GC Gibson Capital Wexford, Pennsylvania	$321K	-$61.3K	1	0.11%	Reduced
4128	PWC PYA Waltman Capital Knoxville, Tennessee	$321K	+$299K	1	0.29%	New
4129	ACA Ascension Capital Advisors Houston, Texas	$318K	+$296K	1	0.22%	New
4130	AWC Abundance Wealth Counselors State College, Pennsylvania	$315K	+$735	1	0.09%	Increased
4131	BO Bach Option Wanchai, Hong Kong	$314K	-$151K	1	0.13%	Reduced
4132	LSA Lion Street Advisors Austin, Texas	$314K	+$292K	1	1.51%	New
4133	VPI Value Partners Investments Winnipeg, Manitoba, Canada	$314K	+$326K	1	0.04%	New
4134	WCP Welch Capital Partners Harrison, New York	$314K	$0	1	0.09%	Maintained
4135	TK TIAA Kaspick Boston, Massachusetts	$313K	-$886K	1	0.08%	Reduced
4136	BDF Black Diamond Financial Towson, Maryland	$311K	$0	1	0.23%	Maintained
4137	LK Lumbard & Kellner Hollis, New Hampshire	$308K	$0	1	0.16%	Maintained
4138	NFP Narus Financial Partners Salt Lake City, Utah	$307K	-$138K	1	0.21%	Reduced
4139	TW Towerpoint Wealth Sacramento, California	$305K	+$22.5K	1	0.2%	Increased
4140	WCM Wallace Capital Management Dallas, Texas	$305K	-$660K	1	0.04%	Reduced
4141	VEA Virtus ETF Advisers New York	$301K	-$66.7K	13	0.05%	Reduced
4142	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$297K	-$213K	1	0.03%	Reduced
4143	BMM Berkshire Money Management Dalton, Massachusetts	$293K	+$14.7K	1	0.06%	Increased
4144	QWM Quaker Wealth Management Moorestown, New Jersey	$286K	+$267K	1	0.17%	New
4145	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$284K	$0	1	0.1%	Maintained
4146	BA Ballew Advisors Jackson, Mississippi	$282K	+$2.35K	1	0.24%	Increased
4147	SA swisspartners Advisors Zurich, Switzerland	$280K	+$261K	1	0.27%	New
4148	PD Planning Directions Glen Mills, Pennsylvania	$279K	-$8.08K	1	0.26%	Reduced
4149	DVF Discovery Value Fund Singapore	$277K	+$289K	1	0.02%	New
4150	AlphaCore Capital La Jolla, California	$271K	+$253K	1	0.16%	New