← 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
6026	PWAC Private Wealth Advisors (California) Fresno, California	$251K	-$1.21K	1	0.1%	Reduced
6027	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$249K	-$50.8K	4	0.2%	Reduced
6028	FIS Fischer Investment Strategies Westlake Village, California	$246K	+$1.21K	1	0.22%	Increased
6029	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$246K	$0	1	0.17%	Maintained
6030	TF Theory Financial Fort Collins, Colorado	$246K	-$408K	1	0.13%	Reduced
6031	HAS Horizon Advisory Services West Henrietta, New York	$245K	+$234K	1	0.11%	New
6032	CH CVS Health Woonsocket, Rhode Island	$243K	$0	1	0.11%	Maintained
6033	SA swisspartners Advisors Zurich, Switzerland	$243K	$0	1	0.2%	Maintained
6034	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$243K	-$22.3K	1	0.02%	Reduced
6035	HFS Horizon Financial Services Winston Salem, North Carolina	$242K	+$231K	10	0.16%	New
6036	SI Sprott Inc Toronto, Ontario, Canada	$242K	-$23.9K	1	0.02%	Reduced
6037	ALS Andrew L. Share	$242K	$0	1	0.12%	Maintained
6038	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$242K	-$2.01M	1	0.16%	Reduced
6039	SFS Starfox Financial Services The Woodlands, Texas	$240K	-$13.4K	1	0.2%	Reduced
6040	UI Unconventional Investor Portsmouth, New Hampshire	$238K	-$2.43K	1	0.17%	Reduced
6041	WWWM White Wing Wealth Management The Wodlands, Texas	$236K	+$8.1K	1	0.2%	Increased
6042	WPWM Windward Private Wealth Management Overland Park, Kansas	$232K	$0	1	0.09%	Maintained
6043	JWBC John W. Brooker & Co Oakland, California	$232K	$0	1	0.12%	Maintained
6044	LFA Longview Financial Advisors Huntsville, Alabama	$231K	$0	1	0.17%	Maintained
6045	SW Schulz Wealth Mansfield, Texas	$230K	$0	1	0.2%	Maintained
6046	AWM Avondale Wealth Management West Lake Hills, Texas	$228K	-$98K	5	0.16%	Reduced
6047	CAM Cobblestone Asset Management Richmond, Virginia	$227K	$0	1	0.15%	Maintained
6048	SC Saltoro Capital Dallas, Texas	$227K	+$221K	1	0.29%	New
6049	EP Elkhorn Partners Omaha, Nebraska	$226K	+$265K	1	0.16%	Increased
6050	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$226K	$0	1	0.09%	Maintained