← 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
5176	ACM Antonetti Capital Management Naples, Florida	$742K	-$74.9K	7	0.78%	Reduced
5177	WCP Wick Capital Partners Wayne, Pennsylvania	$741K	-$800K	1	0.52%	Reduced
5178	MA Maxele Advisors Webster Groves, Missouri	$740K	-$22.7K	2	1.16%	Reduced
5179	PL Polianta Ltd St Helier, Jersey	$740K	-$4.49K	1	0.63%	Reduced
5180	ODFS O'Donnell Financial Services San Rafael, California	$739K	+$814	1	0.61%	Increased
5181	PWM Peterson Wealth Management Sparks, Nevada	$736K	-$395K	1	0.95%	Reduced
5182	PI Pachira Investments Dana Point, California	$727K	+$18.5K	1	1.12%	Increased
5183	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$721K	+$61.3K	2	0.29%	Increased
5184	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$720K	-$232K	1	0.8%	Reduced
5185	UIA UBP Investment Advisors Geneva, Switzerland	$720K	-$876K	1	0.29%	Reduced
5186	AWA Alaska Wealth Advisors Anchorage, Alaska	$719K	+$219K	1	0.14%	Increased
5187	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$719K	-$1.99M	1	1.69%	Reduced
5188	KAM KEB Asset Management Springfield, Illinois	$719K	+$259K	2	0.45%	Increased
5189	BA Bellwether Advisors Lincoln, Nebraska	$718K	-$609K	13	0.23%	Reduced
5190	SCM Stonehearth Capital Management Danvers, Massachusetts	$716K	+$714K	3	0.41%	New
5191	KL KilterHowling LLC Boulder, Colorado	$713K	+$82.1K	2	0.8%	Increased
5192	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$713K	+$46.4K	1	0.2%	Increased
5193	CCG Capital CS Group Irvine, California	$712K	-$618K	2	0.74%	Reduced
5194	T TNF Billings, Montana	$711K	-$316K	2	0.34%	Reduced
5195	C1AG Client 1st Advisory Group Dunedin, Florida	$708K	+$28K	1	0.42%	Increased
5196	CWM Collaborative Wealth Management Lake Mary, Florida	$704K	+$744K	1	0.46%	New
5197	Hershey Trust Company Hershey, Pennsylvania	$697K	$0	2	0.01%	Maintained
5198	LGWM Litman Gregory Wealth Management Larkspur, California	$697K	$0	1	0.1%	Maintained
5199	BRA Biechele Royce Advisors Fishers, Indiana	$689K	-$13.6K	2	0.31%	Reduced
5200	BC Brio Consultants San Francisco, California	$688K	+$292K	1	0.16%	Increased