← 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
5801	ACM Anfield Capital Management Irvine, California	$818K	+$247K	24	0.4%	Increased
5802	EWA Elevate Wealth Advisory Athens, Georgia	$817K	+$125K	2	0.66%	Increased
5803	KBG Kahn Brothers Group New York	$817K	-$31.7K	1	0.14%	Reduced
5804	Hershey Trust Company Hershey, Pennsylvania	$813K	$0	1	0.01%	Maintained
5805	HWMT Heritage Wealth Management (Texas) Houston, Texas	$809K	+$369K	2	0.5%	Increased
5806	SPW Surience Private Wealth Yakima, Washington	$806K	-$3.91M	1	1.04%	Reduced
5807	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$805K	+$23.2K	1	0.46%	Increased
5808	AP Aspect Partners Fairfax, Virginia	$802K	+$11.3K	20	0.48%	Increased
5809	SWM Sagace Wealth Management St. Petersburg, Florida	$801K	+$3.21M	2	0.78%	New
5810	GA Gordian Advisors Tucson, Arizona	$798K	-$4.65K	1	0.77%	Reduced
5811	GFA Grunden Financial Advisory Denton, Texas	$794K	+$191K	3	0.41%	Increased
5812	AWM AAF Wealth Management Westborough, Massachusetts	$793K	+$93.3K	1	0.41%	Increased
5813	SI Sapience Investments Newport Beach, California	$787K	+$18K	2	0.4%	Increased
5814	PJWM Philip James Wealth Mangement Milton, Georgia	$786K	-$45K	2	0.52%	Reduced
5815	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$784K	-$59.5K	10	0.27%	Reduced
5816	IP Isomer Partners New York	$777K	-$6.2M	1	0.57%	Reduced
5817	LFG Leverty Financial Group Hudson, Wisconsin	$776K	-$19.8K	2	0.46%	Reduced
5818	FP Factorial Partners Mt. Kisco, New York	$773K	+$239K	1	0.48%	Increased
5819	Simplify Asset Management Las Vegas, Nevada	$773K	-$2.18K	2	0.05%	Reduced
5820	VCS Vaughan & Co Securities Ridgewood, New Jersey	$770K	-$40.1K	1	0.49%	Reduced
5821	MFS McNamara Financial Services Marshfield, Massachusetts	$767K	-$129K	2	0.16%	Reduced
5822	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$765K	-$355K	1	1.03%	Reduced
5823	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$765K	-$134K	6	3.48%	Reduced
5824	FFG Foundry Financial Group Laconia, New Hampshire	$763K	+$9.29K	1	0.53%	Increased
5825	AFA Atlas Financial Advisors Oroville, California	$762K	-$53.6K	1	1.26%	Reduced