← 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
5901	PAR Capital Management Boston, Massachusetts	$585K	+$563K	1	0.02%	New
5902	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$584K	-$146K	1	0.62%	Reduced
5903	GWM Grand Wealth Management Grand Rapids, Michigan	$583K	-$31.2K	1	0.33%	Reduced
5904	SPWM Straight Path Wealth Management Jenison, Michigan	$583K	+$40.8K	2	0.25%	Increased
5905	BP BCK Partners Corning, New York	$582K	+$10.3K	1	0.28%	Increased
5906	LFWA LBJ Family Wealth Advisors Austin, Texas	$580K	+$427	1	0.34%	Increased
5907	GFA Grunden Financial Advisory Denton, Texas	$577K	-$203K	2	0.28%	Reduced
5908	VFG Valley Financial Group Ambler, Pennsylvania	$574K	-$32.1K	1	0.4%	Reduced
5909	CCI Credit Capital Investments Livingston, New Jersey	$573K	-$368K	2	0.71%	Reduced
5910	T TrueFG Cedar Park, Texas	$569K	+$34.6K	1	0.19%	Increased
5911	VL Vima LLC Troy, Michigan	$568K	-$42.3K	1	1.16%	Reduced
5912	EL EQ LLC Bellevue, Washington	$567K	+$225K	2	0.28%	Increased
5913	CWM Capital Wealth Management W. Warwick, Rhode Island	$561K	-$116K	1	0.24%	Reduced
5914	PA Prism Advisors Studio City, California	$554K	$0	1	0.16%	Maintained
5915	MWA Mills Wealth Advisors Southlake, Texas	$550K	-$38.4K	2	0.38%	Reduced
5916	KIC Keating Investment Counselors Delray Beach, Florida	$544K	$0	1	0.16%	Maintained
5917	AC Applied Capital Little Rock, Arkansas	$542K	-$16.2K	1	0.28%	Reduced
5918	BC Barnett & Company Chattanooga, Tennessee	$540K	$0	1	0.36%	Maintained
5919	JSA Jim Saulnier & Associates Fort Collins, Colorado	$538K	+$534K	1	0.53%	New
5920	KAM Kraft Asset Management Nashville, Tennessee	$537K	+$47K	1	0.42%	Increased
5921	MAM McCarthy Asset Management Redwood Shores, California	$535K	-$171K	1	0.33%	Reduced
5922	LTL Lowery Thomas LLC Pebble Beach, California	$534K	+$855	1	0.36%	Increased
5923	OFP OLIO Financial Planning Mclean, Virginia	$534K	$0	2	0.22%	Maintained
5924	CI CAZ Investments Houston, Texas	$533K	+$139K	5	0.32%	Increased
5925	CAM Clarity Asset Management Ames, Iowa	$532K	+$41.4K	3	0.37%	Increased