← 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
5926	PFA Pinnacle Family Advisors Springfield, Missouri	$525K	+$236K	2	0.27%	Increased
5927	BFP Beacon Financial Planning Hyannis, Massachusetts	$524K	+$427	1	0.32%	Increased
5928	MFG MTM Financial Group Bethlehem, Pennsylvania	$521K	$0	1	0.32%	Maintained
5929	SWM Stapp Wealth Management Olympia, Washington	$521K	+$196K	2	0.84%	Increased
5930	JDR Jay D. Rosenbaum	$520K	-$1.81M	2	7.78%	Reduced
5931	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$520K	+$30.3K	6	0.21%	Increased
5932	AACA American Assets Capital Advisers San Diego, California	$516K	+$518K	1	0.16%	New
5933	GC Glenorchy Capital Boorolite, Australia	$514K	+$59.8K	1	0.16%	Increased
5934	SG Strid Group Newtown Square, Pennsylvania	$513K	$0	1	0.08%	Maintained
5935	Innovator Capital Management Wheaton, Illinois	$511K	+$495K	2	44.66%	New
5936	TTSTC Texas Treasury Safekeeping Trust Company Austin, Texas	$505K	$0	1	0.02%	Maintained
5937	AI Arrien Investments Boise, Idaho	$498K	-$34.9K	2	0.36%	Reduced
5938	CA Continental Advisors Park City, Utah	$496K	-$123K	1	0.24%	Reduced
5939	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$495K	-$2.61M	2	70.97%	Reduced
5940	CAG Compass Advisory Group Melville, New York	$492K	-$95.3K	1	0.19%	Reduced
5941	AFTS American Financial & Tax Strategies New York	$490K	+$4.28K	1	0.25%	Increased
5942	EA Evolution Advisers Richmond, Virginia	$488K	-$5.56K	8	0.27%	Reduced
5943	JWBC John W. Brooker & Co Oakland, California	$488K	+$215K	2	0.22%	Increased
5944	MC McCarthy & Cox Marysville, Ohio	$484K	+$18K	1	0.19%	Increased
5945	SI Sprott Inc Toronto, Ontario, Canada	$484K	-$301K	1	0.03%	Reduced
5946	KP Kitching Partners Conshohocken, Pennsylvania	$481K	+$478K	1	0.64%	New
5947	WI WJ Interests Sugar Land, Texas	$480K	+$50.4K	1	0.21%	Increased
5948	TWM Tanglewood Wealth Management Houston, Texas	$479K	+$1.71K	1	0.06%	Increased
5949	MB Mizuho Bank Tokyo, Japan	$476K	-$779K	6	0.09%	Reduced
5950	FA Freestate Advisors Overland Park, Kansas	$469K	+$416K	1	0.49%	New