← 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
5726	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$2.72M	+$1.09M	26	1.22%	Increased
5727	IA IFG Advisors St. Louis, Missouri	$2.72M	+$22.7K	2	0.38%	Increased
5728	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$2.72M	+$855K	1	0.17%	Increased
5729	PWM Partnership Wealth Management Towson, Maryland	$2.72M	$0	2	1.84%	Maintained
5730	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2.71M	+$1.9M	2	2.15%	Increased
5731	TSS Taylor Securities Services Harrisburg, Pennsylvania	$2.71M	+$4.05K	2	1.1%	Increased
5732	CFO Collective Family Office York, Pennsylvania	$2.71M	-$194K	2	0.55%	Reduced
5733	IAG Investmark Advisory Group Shelton, Connecticut	$2.71M	-$335K	2	1.03%	Reduced
5734	SFPG Stonebridge Financial Planning Group Orlando, Florida	$2.71M	-$186K	3	0.86%	Reduced
5735	HWMG Hurlow Wealth Management Group Bloomington, Indiana	$2.7M	+$317K	5	0.56%	Increased
5736	CWA Capital Wealth Alliance Scottsdale, Arizona	$2.7M	+$788K	2	1.25%	Increased
5737	WFC Western Financial Corp San Diego, California	$2.69M	-$689K	2	0.79%	Reduced
5738	CA Commerce Advisors Memphis, Tennessee	$2.69M	-$182K	3	1.46%	Reduced
5739	AFA American Financial Advisors Marietta, Georgia	$2.68M	+$121K	4	0.32%	Increased
5740	SHF Safe Harbor Fiduciary Pensacola, Florida	$2.68M	+$205K	1	2.09%	Increased
5741	EWM Evolution Wealth Management Fort Myers, Florida	$2.68M	+$404K	23	1.58%	Increased
5742	FNWA Financial Network Wealth Advisors Murray, Utah	$2.68M	-$4.92K	33	2.72%	Reduced
5743	GL Gerber LLC Columbus, Ohio	$2.68M	+$193K	5	1.26%	Increased
5744	CIM Capital Investment Management Lees Summit, Missouri	$2.68M	-$517K	2	0.82%	Reduced
5745	AIA Armor Investment Advisors Raleigh, North Carolina	$2.67M	+$71.2K	1	0.86%	Increased
5746	CA Chatterton & Associates Anaheim, California	$2.67M	-$416K	4	1.57%	Reduced
5747	PPF Pacific Park Financial Lagina Hills, California	$2.66M	+$2.22M	1	1.55%	Increased
5748	LWMNY Landmark Wealth Management (New York) Melville, New York	$2.66M	-$99K	2	0.64%	Reduced
5749	WAM WealthCare Asset Management Springfield, Missouri	$2.65M	+$2.01M	2	1.1%	Increased
5750	KV Kickstand Ventures Pittsford, New York	$2.65M	+$150K	3	0.48%	Increased