← 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
5576	SC Schubert & Co Mckinney, Texas	$345K	-$395K	1	0.32%	Reduced
5577	AIA Acute Investment Advisory Mesa, Arizona	$345K	$0	1	0.21%	Maintained
5578	ALWM Andrews Lucia Wealth Management Danville, California	$345K	$0	1	0.29%	Maintained
5579	LWP Laurel Wealth Planning Edina, Minnesota	$344K	-$188K	1	0.25%	Reduced
5580	PA Prism Advisors Studio City, California	$342K	+$61.1K	1	0.12%	Increased
5581	RFS Retirement Financial Solutions Knoxville, Tennessee	$342K	+$86.5K	1	0.23%	Increased
5582	Regents of the University of California Oakland, California	$341K	$0	1	0.04%	Maintained
5583	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$340K	+$38.2K	1	0.2%	Increased
5584	BFP Briaud Financial Planning College Station, Texas	$334K	+$30.7K	1	0.32%	Increased
5585	MFG Marmo Financial Group Johnson City, Tennessee	$332K	$0	1	0.3%	Maintained
5586	MWM Magnolia Wealth Management Dothan, Alabama	$332K	+$48.6K	1	0.31%	Increased
5587	BP BCK Partners Corning, New York	$328K	-$54.8K	1	0.21%	Reduced
5588	KM Kalos Management Alpharetta, Georgia	$326K	-$275K	1	0.7%	Reduced
5589	FPCG Forum Private Client Group Fishers, Indiana	$323K	-$21.3K	1	0.18%	Reduced
5590	SC Sinecera Capital Austin, Texas	$322K	$0	1	0.34%	Maintained
5591	SWM Solano Wealth Management Fairfield, California	$322K	$0	1	0.22%	Maintained
5592	AG Appleton Group Appleton, Wisconsin	$320K	$0	1	0.45%	Maintained
5593	CA Crane Advisory Fullerton, California	$317K	+$35.4K	1	0.09%	Increased
5594	CFO Custos Family Office Austin, Texas	$314K	-$48.9K	1	0.2%	Reduced
5595	HWMT Heritage Wealth Management (Texas) Houston, Texas	$314K	+$289K	1	0.28%	New
5596	TWM Tanglewood Wealth Management Houston, Texas	$310K	-$32.3K	1	0.04%	Reduced
5597	DK David Kennon Sarasota, Florida	$306K	+$10.7K	1	0.14%	Increased
5598	LG LAM Group Lake Oswego, Oregon	$306K	-$31.3K	3	0.28%	Reduced
5599	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$302K	$0	1	0.06%	Maintained
5600	GFP Guardian Financial Partners Orange, California	$299K	-$801K	1	0.87%	Reduced