← 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
5426	SFMG Sage Financial Management Group Mclean, Virginia	$345K	+$333K	1	0.23%	New
5427	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$345K	+$333K	1	0.27%	New
5428	TWM Tanglewood Wealth Management Houston, Texas	$342K	+$21.4K	1	0.06%	Increased
5429	QC QCM Cayman Houston, Texas	$334K	-$1.26M	1	2.03%	Reduced
5430	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$330K	$0	1	0.16%	Maintained
5431	Simplicity Wealth Summit, New Jersey	$330K	+$318K	1	0.18%	New
5432	ACK Andrew C. Karlinski	$327K	+$328K	11	0.6%	New
5433	PHAM Portland Hill Asset Management London, United Kingdom	$325K	$0	2	0.25%	Maintained
5434	DC Diametric Capital Boston, Massachusetts	$324K	+$422K	2	0.25%	New
5435	FFC Fure Financial Corporation Bloomington, Minnesota	$322K	+$648	2	0.22%	Increased
5436	SC Sinecera Capital Austin, Texas	$322K	+$302K	1	0.31%	New
5437	AC Avant Capital Lafayette, Louisiana	$320K	+$308K	1	0.35%	New
5438	CWA Cornerstone Wealth Advisors Edina, Minnesota	$320K	-$40.2K	1	0.11%	Reduced
5439	TB Terril Brothers St. Louis, Missouri	$320K	$0	1	0.07%	Maintained
5440	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$319K	-$101K	1	0.08%	Reduced
5441	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$317K	+$305K	1	0.29%	New
5442	PWMG Provence Wealth Management Group Irvine, California	$312K	+$301K	1	0.35%	New
5443	JAWM J. Arnold Wealth Management Youngstown, Ohio	$311K	+$40.9K	1	0.14%	Increased
5444	LPWM Lake Point Wealth Management Rockwall, Texas	$311K	-$63.2K	17	0.14%	Reduced
5445	YCM Yakira Capital Management Westport, Connecticut	$310K	$0	1	0.04%	Maintained
5446	TWP Transparent Wealth Partners Little Rock, Arkansas	$308K	+$385K	1	0.23%	New
5447	YAL Your Advocates Ltd Houston, Texas	$304K	-$33.2K	8	0.17%	Reduced
5448	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$302K	$0	1	0.24%	Maintained
5449	OFG Omega Financial Group Santa Barbara, California	$301K	+$290K	1	0.13%	New
5450	BFP Briaud Financial Planning College Station, Texas	$300K	-$6.48K	1	0.16%	Reduced