← 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	AWM Austin Wealth Management Austin, Texas	$1.72M	-$51.8K	3	0.4%	Reduced
5477	NF NavPoint Financial Prior Lake, Minnesota	$1.72M	$0	3	1.5%	Maintained
5478	KFP Keener Financial Planning Keller, Texas	$1.71M	-$47.3K	12	1.12%	Reduced
5479	SWMG Sard Wealth Management Group Atlanta, Georgia	$1.71M	-$185K	1	1.2%	Reduced
5480	GFL Granite FO LLC Bedford, New Hampshire	$1.71M	-$145K	1	1.09%	Reduced
5481	AA ACT Advisors Asheville, North Carolina	$1.71M	+$340K	2	0.89%	Increased
5482	SSC Syverson Strege & Co West Des Moines, Iowa	$1.71M	+$618K	3	0.58%	Increased
5483	HPFG Hart & Patterson Financial Group Amherst, Massachusetts	$1.7M	+$30.4K	1	0.84%	Increased
5484	LGW Leslie Global Wealth Itasca, Illinois	$1.69M	+$1.56M	2	0.99%	New
5485	BCM Beryl Capital Management Redondo Beach, California	$1.69M	-$2.15M	1	0.51%	Reduced
5486	RWM Rezny Wealth Management Fort Myers, Florida	$1.69M	+$333K	1	0.45%	Increased
5487	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$1.69M	+$246K	2	1.63%	Increased
5488	GFP Guardian Financial Partners Orange, California	$1.68M	+$72K	2	1.12%	Increased
5489	Rather & Kittrell Knoxville, Tennessee	$1.68M	-$8.2K	2	0.46%	Reduced
5490	CF Corrigan Financial Middletown, Rhode Island	$1.67M	$0	1	0.43%	Maintained
5491	Ionic Capital Management New York	$1.67M	+$1.43M	2	0.29%	Increased
5492	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$1.67M	-$45.4K	5	8.98%	Reduced
5493	FWMM Foundation Wealth Management (Missouri) Clayton, Missouri	$1.67M	+$20.3K	1	1.31%	Increased
5494	WFPG Waller Financial Planning Group Columbus, Ohio	$1.66M	+$12.7K	2	0.45%	Increased
5495	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$1.66M	+$76.4K	1	0.49%	Increased
5496	MBI May Barnhard Investments Bethesda, Maryland	$1.66M	-$155K	2	0.86%	Reduced
5497	Denali Advisors San Diego, California	$1.65M	+$179K	2	0.45%	Increased
5498	West Financial Advisors Des Moines, Iowa	$1.65M	-$6.76K	4	0.34%	Reduced
5499	AL ACAS LLC Rancho Santa Fe, California	$1.65M	-$75.3K	2	1.43%	Reduced
5500	T Tidemark San Diego, California	$1.64M	+$378K	19	0.75%	Increased