← 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
5251	MWP Meriwether Wealth & Planning Minden, Louisiana	$4.27M	+$376K	5	2.12%	Increased
5252	QL Quarry LP New York	$4.26M	-$16.8M	98	0.35%	Reduced
5253	II Impact Investors San Francisco, California	$4.26M	-$263K	6	3.11%	Reduced
5254	CGH CMG Global Holdings Plano, Texas	$4.25M	+$238K	5	1.8%	Increased
5255	Axa Paris, France	$4.25M	-$9.51M	2	4.63%	Reduced
5256	TCM Traub Capital Management Needham, Massachusetts	$4.25M	+$436K	4	3.79%	Increased
5257	CQWA Chokshi & Queen Wealth Advisors San Diego, California	$4.24M	-$1.89M	3	1.96%	Reduced
5258	FFC Frederick Financial Consultants Frederick, Maryland	$4.23M	-$14.3K	3	1.79%	Reduced
5259	SAM Sherman Asset Management Ventura, California	$4.23M	+$1.99M	4	3.28%	Increased
5260	KW KWB Wealth Redlands, California	$4.22M	-$280K	1	0.36%	Reduced
5261	MFG Mission Financial Group Las Vegas, Nevada	$4.22M	+$4.44M	3	3.5%	New
5262	LWA LifeGoal Wealth Advisors Saratoga Springs, New York	$4.21M	+$1.3M	6	1.93%	Increased
5263	AF Aldebaran Financial	$4.21M	+$125K	2	3.42%	Increased
5264	SWG Summit Wealth Group White River Junction, Vermont	$4.21M	-$90.8K	5	0.86%	Reduced
5265	S ShariaPortfolio Lake Mary, Florida	$4.2M	+$1.05M	4	1.49%	Increased
5266	Potomac Fund Management Miami, Florida	$4.2M	-$491K	5	0.11%	Reduced
5267	MWM Mascoma Wealth Management Hanover, New Hampshire	$4.2M	-$74.5K	20	0.78%	Reduced
5268	KCIC Kuhn & Co Investment Counsel Chicago, Illinois	$4.2M	-$93.5K	6	2.43%	Reduced
5269	PFA Providence Financial Advisors Overland Park, Kansas	$4.2M	-$4.14K	3	2.39%	Reduced
5270	SIA Spectrum Investment Advisors Mequon, Wisconsin	$4.19M	+$1.67M	4	1.71%	Increased
5271	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$4.19M	-$20.3K	60	0.41%	Reduced
5272	PHP Parkman Healthcare Partners Stamford, Connecticut	$4.19M	-$5.03M	1	0.43%	Reduced
5273	TCM Towercrest Capital Management Newtown, Pennsylvania	$4.19M	-$6.19K	4	0.58%	Reduced
5274	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$4.18M	+$236K	10	2.23%	Increased
5275	HBS Howard Bailey Securities Fort Wayne, Indiana	$4.18M	+$409K	6	1.57%	Increased