← 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
5451	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$299K	+$324	1	0.14%	Increased
5452	HFM Hartford Funds Management Wayne, Pennsylvania	$299K	+$289K	1	0.03%	New
5453	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$297K	+$1.62K	1	0.13%	Increased
5454	MWA Martel Wealth Advisors Vancouver, Washington	$296K	-$119K	1	0.07%	Reduced
5455	RCM Rivernorth Capital Management West Palm Beach, Florida	$295K	$0	1	0.01%	Maintained
5456	WIA Wealthstreet Investment Advisors Dallas, Texas	$295K	+$19.6K	4	7.28%	Increased
5457	CIM Cambria Investment Management Manhattan Beach, California	$293K	$0	1	0.05%	Maintained
5458	CMF Counterpoint Mutual Funds San Diego, California	$292K	+$25.1K	11	0.27%	Increased
5459	IHWM Iron Horse Wealth Management Johston, Iowa	$292K	+$30.7K	5	0.16%	Increased
5460	WHAM Windmill Hill Asset Management Waddesdon, United Kingdom	$292K	+$462K	1	0.21%	New
5461	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$289K	$0	1	0.16%	Maintained
5462	NHFG New Harbor Financial Group Worcester, Massachusetts	$285K	$0	1	0.1%	Maintained
5463	SSC Syverson Strege & Co West Des Moines, Iowa	$284K	-$206K	7	0.21%	Reduced
5464	TC TAGStone Capital Charlotte, North Carolina	$283K	+$272K	1	0.24%	New
5465	RBC Rye Brook Capital Greenwich, Connecticut	$281K	+$271K	1	0.07%	New
5466	CWG Crown Wealth Group Charlotte, North Carolina	$277K	+$267K	1	0.26%	New
5467	OFP OLIO Financial Planning Mclean, Virginia	$277K	+$267K	1	0.16%	New
5468	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$275K	-$51.2K	1	0.14%	Reduced
5469	IA IFS Advisors Overland Park, Kansas	$273K	+$256K	6	0.19%	New
5470	SL Savior LLC Wellesley Hills, Massachusetts	$267K	-$47.7K	4	0.01%	Reduced
5471	AM Atwater Malick Lancaster, Pennsylvania	$264K	-$13.6K	1	0.12%	Reduced
5472	RI Rinkey Investments San Diego, California	$264K	+$287K	12	0.24%	New
5473	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$261K	-$123K	1	0.02%	Reduced
5474	EL EQ LLC Bellevue, Washington	$256K	+$247K	1	0.18%	New
5475	FC Farley Capital New York	$250K	+$241K	1	0.22%	New