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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
4976
Ninepoint Partners
Ninepoint Partners
Ontario, Canada
$1.14M -$472K 2 0.16% Reduced
4977
GCIG
Grand Central Investment Group
Florida
$1.13M $0 1 1.63% Maintained
4978
LODC
Lanham O'Dell & Company
West Virginia
$1.13M +$183K 2 5.63% Increased
4979
AI
Acuitas Investments
Washington
$1.13M +$1.25M 2 1.09% Increased
4980
Penn Davis McFarland
Penn Davis McFarland
Texas
$1.13M -$131K 2 0.21% Reduced
4981
SFSG
Sound Financial Strategies Group
Mississippi
$1.13M -$2.12M 1 0.88% Reduced
4982
BW
Basepoint Wealth
Iowa
$1.12M +$703K 2 1.17% Increased
4983
PIC
Portland Investment Counsel
Ontario, Canada
$1.12M $0 2 0.57% Maintained
4984
SYM Financial Corp
SYM Financial Corp
Indiana
$1.12M -$25.9K 2 0.53% Reduced
4985
DWMG
DB Wealth Management Group
California
$1.12M -$55K 4 0.76% Reduced
4986
West Financial Advisors
West Financial Advisors
Iowa
$1.12M -$96.1K 4 0.33% Reduced
4987
CGFA
Colton Groome Financial Advisors
North Carolina
$1.12M +$294K 3 0.56% Increased
4988
MA
Minerva Advisors
Pennsylvania
$1.11M $0 1 0.8% Maintained
4989
Riversedge Advisors
Riversedge Advisors
Delaware
$1.11M +$33.1K 1 0.41% Increased
4990
SWM
SFG Wealth Management
Maryland
$1.1M -$248K 1 1.29% Reduced
4991
Inspire Advisors
Inspire Advisors
Idaho
$1.1M -$598K 4 0.31% Reduced
4992
NR
Newfound Research
Massachusetts
$1.1M -$136K 14 2.32% Reduced
4993
OHU
Odey Holdings (UK)
United Kingdom
$1.09M -$855K 1 59.78% Reduced
4994
CFAM
Coury Firm Asset Management
Pennsylvania
$1.08M $0 1 1.44% Maintained
4995
NCA
New Century Advisors
Maryland
$1.08M -$30K 2 1.23% Reduced
4996
VAFP
Vahanian & Associates Financial Planning
New York
$1.08M -$324K 1 4.66% Reduced
4997
WA
Wealthstar Advisors
Texas
$1.08M +$46.4K 2 0.42% Increased
4998
FA
Fountainhead AM
New Jersey
$1.08M +$11.1K 1 0.58% Increased
4999
MCM
Mork Capital Management
California
$1.08M $0 1 0.99% Maintained
5000
WFA
Woodward Financial Advisors
North Carolina
$1.07M +$147K 1 0.99% Increased