← 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
5826	LBC Lane Brothers & Co Prescott, Arizona	$2.49M	+$163K	4	1.63%	Increased
5827	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$2.49M	+$401K	5	1.25%	Increased
5828	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$2.49M	-$267K	2	1.51%	Reduced
5829	OCM Osbon Capital Management Boston, Massachusetts	$2.49M	-$61.7K	26	1.95%	Reduced
5830	SCM Stordahl Capital Management Greenwood Village, Colorado	$2.49M	+$1.17M	1	0.46%	Increased
5831	BCM Bancreek Capital Management Santa Monica, California	$2.49M	-$539K	1	9.41%	Reduced
5832	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$2.49M	+$433K	4	0.2%	Increased
5833	BBWP Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$2.49M	+$30.7K	2	0.71%	Increased
5834	HS HighVista Strategies Boston, Massachusetts	$2.49M	-$7.19M	2	0.57%	Reduced
5835	CWA CogentBlue Wealth Advisors Knoxville, Tennessee	$2.49M	-$72.1K	2	1.42%	Reduced
5836	SRSA S.R. Schill & Associates Mercer Island, Washington	$2.49M	-$51K	1	1.5%	Reduced
5837	VWS Virtus Wealth Solutions Cranford, New Jersey	$2.48M	-$12.9M	1	0.34%	Reduced
5838	IWAO Independence Wealth Advisors (Ohio) Independence, Ohio	$2.48M	-$322K	4	1.25%	Reduced
5839	JHC J. Hagan Capital Louisville, Kentucky	$2.48M	+$57.6K	2	1.15%	Increased
5840	LWM Lionshead Wealth Management New York	$2.48M	+$338K	5	1.61%	Increased
5841	BCA Bay Capital Advisors Virginia Beach, Virginia	$2.47M	-$79.3K	2	1.33%	Reduced
5842	HWA HMV Wealth Advisors Shreveport, Louisiana	$2.47M	+$531K	4	0.96%	Increased
5843	TC Toews Corporation Northfield, New Jersey	$2.46M	+$2.66M	4	0.36%	New
5844	BRPW Ballast Rock Private Wealth Charleston, South Carolina	$2.46M	+$14.5K	2	1.14%	Increased
5845	CI CAZ Investments Houston, Texas	$2.46M	+$2.87M	5	0.51%	Increased
5846	KIA Kraematon Investment Advisors Braintree, Massachusetts	$2.46M	-$501K	4	1.83%	Reduced
5847	TAM TCP Asset Management Columbus, Ohio	$2.45M	+$121K	2	0.28%	Increased
5848	CWA Continuum Wealth Advisors Saratoga Springs, New York	$2.45M	-$183K	2	0.83%	Reduced
5849	OGF Orin Green Financial San Diego, California	$2.44M	+$235K	3	0.9%	Increased
5850	NI Noked Israel Ramat Hasharon, Israel	$2.44M	-$15.6M	1	0.25%	Reduced