← 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
5676	BOC Bull Oak Capital San Diego, California	$1.13M	$0	2	0.73%	Maintained
5677	FIC Family Investment Center Saint Joseph, Missouri	$1.13M	+$300K	2	0.34%	Increased
5678	TC TradeLink Capital Chicago, Illinois	$1.13M	+$1.06M	4	3.25%	Increased
5679	EC Eaton-Cambridge Phoenix, Arizona	$1.12M	-$6.74K	2	0.58%	Reduced
5680	SM Sensible Money Scottsdale, Arizona	$1.12M	-$16.9K	1	0.55%	Reduced
5681	MMC Mainsail Management Company Austin, Texas	$1.12M	$0	1	1.56%	Maintained
5682	KCMH Keywise Capital Management (HK) Hong Kong	$1.12M	-$443K	1	0.13%	Reduced
5683	BMD Better Money Decisions Santa Fe, New Mexico	$1.12M	-$21.1K	1	0.84%	Reduced
5684	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$1.12M	+$50.7K	1	0.59%	Increased
5685	BCM Basso Capital Management Stamford, Connecticut	$1.11M	$0	1	1%	Maintained
5686	DC Dorval Corp Maple Grove, Minnesota	$1.11M	-$12.2K	1	0.49%	Reduced
5687	Old Mission Capital Chicago, Illinois	$1.1M	-$2.94M	2	0.02%	Reduced
5688	SWM Seaside Wealth Management Carlsbad, California	$1.1M	+$2.76K	3	0.46%	Increased
5689	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$1.1M	+$398K	1	0.41%	Increased
5690	AWM Altus Wealth Management Ft Mitchell, Kentucky	$1.1M	+$53.6K	1	0.53%	Increased
5691	WAG Wheelhouse Advisory Group St. Louis, Missouri	$1.09M	+$153K	1	0.77%	Increased
5692	B BloombergSen Toronto, Ontario, Canada	$1.09M	+$68.1K	2	0.07%	Increased
5693	DFG Dupree Financial Group Lexington, Kentucky	$1.09M	+$4.69K	2	0.49%	Increased
5694	CPA Clear Point Advisors Melville, New York	$1.09M	+$21.7K	8	0.89%	Increased
5695	TWA Trellis Wealth Advisors San Luis Obispo, California	$1.08M	+$40.4K	2	0.59%	Increased
5696	CIA Caerus Investment Advisors West Lake Hills, Texas	$1.08M	-$58.7K	1	1.06%	Reduced
5697	RJTCONH Raymond James Trust Company of New Hampshire Portsmouth, New Hampshire	$1.08M	-$1.15K	2	10.08%	Reduced
5698	BA Ballew Advisors Jackson, Mississippi	$1.08M	+$22.4K	1	0.72%	Increased
5699	AA AlphaQ Advisors Winter Park, Florida	$1.08M	-$4.02M	1	3.14%	Reduced
5700	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$1.08M	+$63.3K	5	0.24%	Increased