← 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
5051	ACM Arcataur Capital Management Milwaukee, Wisconsin	$5.06M	-$6.41K	3	1.25%	Reduced
5052	4WM 49 Wealth Management Austin, Texas	$5.06M	-$5.39M	3	0.96%	Reduced
5053	A Alongside Austin, Texas	$5.06M	+$5.58M	3	0.96%	New
5054	FF Francis Financial	$5.05M	+$362K	4	0.83%	Increased
5055	CPG Cornerstone Planning Group Fairfield, New Jersey	$5.05M	+$20.4K	75	0.64%	Increased
5056	ML Mayport LLC Newton, Massachusetts	$5.05M	+$729K	3	0.78%	Increased
5057	AGC August Group Capital Toronto,	$5.04M	-$57.9K	4	5.54%	Reduced
5058	RC Rexford Capital Bellaire, Texas	$5.04M	+$94.3K	11	3.08%	Increased
5059	WA WPG Advisers Baltimore, Maryland	$5.03M	+$332K	62	2.96%	Increased
5060	TCM TAM Capital Management Stamford, Connecticut	$5.03M	-$32.9M	1	2.13%	Reduced
5061	BSCCG Blue Sky Capital Consultants Group Poway, California	$5.03M	+$291K	2	2.15%	Increased
5062	SIA Sage Investment Advisers Wappingers Falls, New York	$5.03M	+$13K	2	3.38%	Increased
5063	MWM Mascagni Wealth Management Clinton, Mississippi	$5.02M	-$313K	2	3.12%	Reduced
5064	MQWP Morey & Quinn Wealth Partners Omaha, Nebraska	$5.02M	-$92.6K	5	3.23%	Reduced
5065	PWM Pinnacle Wealth Management Roseville, California	$5.01M	+$3M	3	3.1%	Increased
5066	SFS Symphony Financial Services Akron, Ohio	$5.01M	+$592K	3	2.25%	Increased
5067	OAS Optivise Advisory Services Franklin, Tennessee	$5.01M	+$654K	6	2.54%	Increased
5068	OCM Occam Crest Management Darien, Connecticut	$5.01M	+$4.1M	2	2.6%	New
5069	CP Camelot Portfolios Maumee, Ohio	$5.01M	+$1.81M	7	3.5%	Increased
5070	HP Haven Private Orlando, Florida	$5M	-$1.44M	7	1.9%	Reduced
5071	MAG M3 Advisory Group Needham Heights, Massachusetts	$4.99M	-$371K	4	2.59%	Reduced
5072	PFM Patton Fund Management Dallas, Texas	$4.99M	-$3.44M	1	1.08%	Reduced
5073	AWA Archvest Wealth Advisors Concord, California	$4.98M	+$775K	4	2.88%	Increased
5074	CFLC California First Leasing Corp Newport Beach, California	$4.98M	$0	1	1.06%	Maintained
5075	IWP Invenio Wealth Partners Coral Gables, Florida	$4.98M	-$53.7K	3	1.78%	Reduced