← 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
5626	JA JVL Associates Wyoming, Michigan	$3.02M	+$583K	3	0.86%	Increased
5627	WBWA William B. Walkup & Associates Columbia, South Carolina	$3.02M	+$313K	7	1.45%	Increased
5628	CIS Continental Investors Services Longview, Washington	$3.02M	+$95.4K	2	2.37%	Increased
5629	TIAM TT International Asset Management London, United Kingdom	$3.02M	-$881K	3	0.39%	Reduced
5630	KWM Kiker Wealth Management Jasper, Georgia	$3.02M	+$2.23M	2	1.18%	Increased
5631	HFS Horizon Financial Services Winston Salem, North Carolina	$3.01M	+$763K	33	1.16%	Increased
5632	1CP 1015 Capital Partners Pottstown, Pennsylvania	$3.01M	+$55.7K	32	2.52%	Increased
5633	SCM Sandler Capital Management New York	$3.01M	+$1.03M	3	1.49%	Increased
5634	LHEI Leo H. Evart Inc Redwood City, California	$3.01M	-$83K	14	2.37%	Reduced
5635	DRP Decker Retirement Planning Levi, Utah	$3.01M	-$512K	16	1.02%	Reduced
5636	GSF Grove Street Fiduciary Peterborough, New Hampshire	$3M	-$57.8K	4	1.27%	Reduced
5637	FH Financial Harvest Winter Park, Florida	$3M	+$238K	4	1.24%	Increased
5638	PF Prota Financial Houston, Texas	$3M	+$297K	6	1.97%	Increased
5639	HHGA Halbert Hargrove Global Advisors Long Beach, California	$2.99M	-$995K	25	0.13%	Reduced
5640	PAM PCG Asset Management Gladstone, New Jersey	$2.99M	+$224K	2	2.15%	Increased
5641	SFC Strategic Financial Concepts San Antonio, Texas	$2.99M	-$927K	3	0.89%	Reduced
5642	RWM Reston Wealth Management Reston, Virginia	$2.99M	+$84.7K	2	0.81%	Increased
5643	R Rebalance Palo Alto, California	$2.99M	+$31.5K	3	0.16%	Increased
5644	CL CPWA LLC Hood River, Oregon	$2.99M	+$7.56K	3	3.47%	Increased
5645	GWI Grace & White Inc Ny, New York	$2.97M	$0	1	0.47%	Maintained
5646	CCA Coign Capital Advisors Draper, Utah	$2.97M	-$1.82M	3	1.34%	Reduced
5647	CCP Cushing Capital Partners Delafield, Wisconsin	$2.97M	-$7.38K	5	2.05%	Reduced
5648	ACM AUA Capital Management Camp Hill, Pennsylvania	$2.97M	$0	1	1.38%	Maintained
5649	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$2.97M	+$1.31M	3	0.47%	Increased
5650	BFS Burkett Financial Services Rock Hill, South Carolina	$2.97M	+$19.1K	10	0.93%	Increased