← 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
5476	RFO RiverGlades Family Offices Naples, Florida	$3.5M	+$1.28M	4	1.61%	Increased
5477	VA Veratis Advisors Cary, North Carolina	$3.5M	+$3.76M	6	2.48%	New
5478	WCP Wealthcare Capital Partners West Chester, Pennsylvania	$3.5M	+$288K	3	1.45%	Increased
5479	PS Planning Strategies Lancaster, Pennsylvania	$3.5M	+$3.5M	62	2.18%	New
5480	PW Potentia Wealth San Jose, California	$3.5M	-$1.75M	3	1.43%	Reduced
5481	CA Clune & Associates Chicago, Illinois	$3.5M	-$311K	4	0.53%	Reduced
5482	CW Cedarwood Wealth Highlands Ranch, Colorado	$3.5M	+$73.3K	2	2.64%	Increased
5483	OE OFS Enterprise Kearney, Nebraska	$3.49M	-$10.5K	4	0.89%	Reduced
5484	BHPW Box Hill Private Wealth Scottsdale, Arizona	$3.48M	+$71.4K	2	2.79%	Increased
5485	SCM Soros Capital Management New York	$3.48M	-$992K	2	0.62%	Reduced
5486	OPWM Oakwell Private Wealth Management Austin, Texas	$3.47M	-$1.31M	3	0.58%	Reduced
5487	Advent Capital Management New York	$3.47M	-$2.91M	1	0.08%	Reduced
5488	DWM Dogwood Wealth Management Lenexa, Kansas	$3.47M	-$610K	34	1.37%	Reduced
5489	GFS Geremia Financial Services Edison, New Jersey	$3.47M	-$4.32M	1	3.68%	Reduced
5490	IW Instrumental Wealth Tampa, Florida	$3.47M	+$755K	3	1.76%	Increased
5491	SG StepStone Group La Jolla, California	$3.46M	-$17.1M	3	0.16%	Reduced
5492	FEM Fulcrum Equity Management Plano, Texas	$3.45M	+$515K	4	2.53%	Increased
5493	HB Horizon Bancorp Michigan City, Indiana	$3.45M	-$124K	9	1.62%	Reduced
5494	GAM GEM Asset Management Plymouth, Michigan	$3.45M	-$706K	3	1.36%	Reduced
5495	ELM Elite Life Management Sarasota, Florida	$3.45M	+$47.4K	3	4.04%	Increased
5496	NCMW Northern Capital Management (Washington) Spokane, Washington	$3.44M	-$212K	3	1.47%	Reduced
5497	CA Cannon Advisors Charlotte, North Carolina	$3.43M	-$1.39M	2	2.09%	Reduced
5498	WAM WealthTrust Asset Management Destin, Florida	$3.43M	+$34K	2	1.86%	Increased
5499	SFC Swisher Financial Concepts Westerville, Ohio	$3.42M	-$2.53M	2	2.16%	Reduced
5500	FA FF Advisors Manhattan Beach, California	$3.42M	-$55.7K	3	1.28%	Reduced