← 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
4651	SWG Summit Wealth Group White River Junction, Vermont	$645K	-$3.65K	12	0.96%	Reduced
4652	AG Appleton Group Appleton, Wisconsin	$644K	+$253K	2	0.49%	Increased
4653	Simplify Asset Management Las Vegas, Nevada	$638K	+$283K	3	0.1%	Increased
4654	PA Prism Advisors Studio City, California	$633K	-$34.1K	2	0.22%	Reduced
4655	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$632K	-$134K	2	0.24%	Reduced
4656	PBF Petix & Botte Financial La Mesa, California	$627K	-$10.7K	1	0.44%	Reduced
4657	TFA Tranquilli Financial Advisor Clinton, New Jersey	$625K	+$15.9K	2	0.47%	Increased
4658	PWM Praetorian Wealth Management Carmel, California	$620K	$0	1	0.21%	Maintained
4659	SCM Stordahl Capital Management Greenwood Village, Colorado	$617K	$0	1	0.25%	Maintained
4660	Hershey Trust Company Hershey, Pennsylvania	$615K	$0	1	0.01%	Maintained
4661	GPC Garrison Point Capital Walnut Creek, California	$614K	-$3.86K	1	0.21%	Reduced
4662	FSG Financial Strategies Group Okemos, Michigan	$613K	+$112K	1	0.28%	Increased
4663	IP Innovative Portfolios Indianapolis, Indiana	$607K	+$42.3K	2	1.62%	Increased
4664	QGA Q Global Advisors Fort Worth, Texas	$605K	-$1.41M	1	0.42%	Reduced
4665	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$603K	-$2.14M	1	0.06%	Reduced
4666	PP Prosperity Planning Kansas City, Missouri	$603K	$0	1	0.37%	Maintained
4667	SPM Symmetry Peak Management Radnor, Pennsylvania	$600K	+$522K	2	2.09%	New
4668	LC Lunia Capital Dallas, Texas	$597K	+$324K	2	18.37%	Increased
4669	FWP Falcon Wealth Planning Ontario, California	$593K	+$179K	1	0.25%	Increased
4670	RWG Ratio Wealth Group Denver, Colorado	$592K	+$41.9K	1	0.21%	Increased
4671	HA HC Advisors Sandy Springs, Georgia	$591K	+$254	1	0.36%	Increased
4672	DM Delphi Management Brookline, Massachusetts	$588K	+$576K	1	0.56%	New
4673	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$587K	+$1.02K	1	0.18%	Increased
4674	OCM Ovata Capital Management Hong Kong	$584K	+$555K	3	0.28%	New
4675	PWC PYA Waltman Capital Knoxville, Tennessee	$584K	+$25.4K	1	0.3%	Increased