← 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
5101	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$4.84M	-$35.2K	4	0.41%	Reduced
5102	AGAM Audent Global Asset Management West Hollywood, California	$4.84M	-$1.57M	2	5.41%	Reduced
5103	PPW Pasadena Private Wealth Pasadena, California	$4.83M	+$448K	4	0.61%	Increased
5104	MWP Meridian Wealth Partners Exton, Pennsylvania	$4.83M	+$201K	4	0.58%	Increased
5105	LWA Lantern Wealth Advisors Melville, New York	$4.83M	-$21.6K	3	2.21%	Reduced
5106	HWM HighMark Wealth Management St. Paul, Minnesota	$4.82M	+$151K	23	1.62%	Increased
5107	LC Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates	$4.81M	+$267K	2	2.46%	Increased
5108	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$4.8M	-$285K	5	1.55%	Reduced
5109	HSWM Hubbell Strickland Wealth Management New Orleans, Louisiana	$4.8M	-$16.2K	2	1.73%	Reduced
5110	IIM Illumine Investment Management Poulsbo, Washington	$4.8M	-$4.62M	0	–	Closed
5111	CAG Carroll Advisory Group Texarkana, Texas	$4.8M	-$28.1K	2	1.57%	Reduced
5112	WC Wexford Capital West Palm Beach, Florida	$4.79M	+$3.72M	12	0.61%	Increased
5113	TCM TruNorth Capital Management Kalamazoo, Michigan	$4.79M	+$96.9K	4	0.77%	Increased
5114	FWM Fonville Wealth Management Richmond, Virginia	$4.79M	-$97.3K	4	0.78%	Reduced
5115	BDF Black Diamond Financial Towson, Maryland	$4.78M	-$41.4K	4	0.42%	Reduced
5116	MCMU MIC Capital Management (UK) London, United Kingdom	$4.78M	$0	1	1.21%	Maintained
5117	TC TTRF Capital Nicosia,	$4.78M	+$5.18M	1	3.15%	New
5118	VWMG Virginia Wealth Management Group Virginia Beach, Virginia	$4.77M	+$78.1K	1	2.38%	Increased
5119	LAM Lakewood Asset Management Naperville, Illinois	$4.77M	+$61.8K	4	2.62%	Increased
5120	OL Owen LaRue Elizabethtown, Kentucky	$4.76M	-$1.29M	3	1.66%	Reduced
5121	WN Williams & Novak Westlake Village, California	$4.76M	+$44.8K	9	3.15%	Increased
5122	STB S&T Bank Indiana, Pennsylvania	$4.76M	-$483K	20	1.43%	Reduced
5123	NVIM New Vernon Investment Management Highland Park, Illinois	$4.75M	-$968K	2	5.82%	Reduced
5124	VFP Verus Financial Partners Richmond, Virginia	$4.75M	+$215K	4	0.41%	Increased
5125	SM Scoggin Management New York	$4.74M	+$218K	2	0.51%	Increased