← 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
4151	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$270K	+$252K	1	0.28%	New
4152	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$269K	+$251K	3	0.39%	New
4153	IWP IAG Wealth Partners Waukesha, Wisconsin	$269K	+$262K	14	0.18%	New
4154	GEM Global Endowment Management Charlotte, North Carolina	$268K	$0	1	0.02%	Maintained
4155	SV Sapphire Ventures Austin, Texas	$268K	+$356K	1	0.25%	New
4156	HW Hamilton Wealth Encino, California	$267K	+$248K	1	0.18%	New
4157	SMG Smart Money Group Eastland, Texas	$264K	+$246K	1	0.15%	New
4158	AAM Ameraudi Asset Management New York	$262K	+$244K	1	0.21%	New
4159	MWM MBE Wealth Management Tomah, Wisconsin	$259K	+$242K	1	0.26%	New
4160	PIN Prudent Investors Network Lake Forest, California	$255K	+$238K	1	0.23%	New
4161	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$253K	+$147	1	0.03%	Increased
4162	BWI Beacon Wealthcare Inc Raleigh, North Carolina	$249K	-$79.9K	1	0.17%	Reduced
4163	VCS Vaughan & Co Securities Ridgewood, New Jersey	$246K	+$243K	3	0.22%	New
4164	NCP NexWave Capital Partners New York	$246K	+$229K	1	0.3%	New
4165	RCA Reitz Capital Advisors Freeland, Michigan	$246K	-$5.88K	1	0.27%	Reduced
4166	SG Strid Group Newtown Square, Pennsylvania	$246K	+$4.41K	1	0.08%	Increased
4167	LI LVZ Inc Holland, Michigan	$243K	-$5.73K	1	0.05%	Reduced
4168	Alphabet Inc Mountain View, California	$233K	$0	1	0.01%	Maintained
4169	CC Caxton Corporation Princeton, New Jersey	$233K	+$237K	1	0.22%	New
4170	HA HC Advisors Sandy Springs, Georgia	$229K	+$214K	1	0.24%	New
4171	SC Soundwatch Capital Rowayton, Connecticut	$225K	+$209K	1	0.1%	New
4172	CI CAZ Investments Houston, Texas	$224K	+$38.4K	3	0.32%	Increased
4173	UIA UBP Investment Advisors Geneva, Switzerland	$224K	-$541K	1	0.18%	Reduced
4174	JMG Financial Group Downers Grove, Illinois	$222K	+$207K	1	0.02%	New
4175	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$221K	+$216K	25	3.32%	New