← 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
6151	EC Eaton-Cambridge Phoenix, Arizona	$1.29M	+$265K	2	0.49%	Increased
6152	AWM Allen Wealth Management Boone, North Carolina	$1.28M	+$8.1K	2	0.9%	Increased
6153	CFS Compass Financial Services West Des Moines, Iowa	$1.28M	+$40.2K	8	0.62%	Increased
6154	DC Dorval Corp Maple Grove, Minnesota	$1.28M	$0	1	0.46%	Maintained
6155	AV Alamea Verwaltungs Edison, New Jersey	$1.28M	+$269K	3	0.96%	Increased
6156	AWA Adapt Wealth Advisors Atlanta, Georgia	$1.28M	+$14K	3	0.57%	Increased
6157	NA Note Advisors Buffalo, New York	$1.28M	-$36.5K	2	0.88%	Reduced
6158	RWM RMG Wealth Management Platteville, Wisconsin	$1.27M	+$1.11M	8	0.2%	New
6159	GPW Gentry Private Wealth Wichita, Kansas	$1.27M	-$8.25K	1	0.97%	Reduced
6160	MSWM Master's Wealth Management Lancaster, Pennsylvania	$1.27M	+$713K	3	0.59%	Increased
6161	IWB Innovative Wealth Building California, Maryland	$1.27M	+$40.4K	1	1.05%	Increased
6162	AP Aspect Partners Fairfax, Virginia	$1.26M	+$212K	21	0.62%	Increased
6163	IHWM Iron Horse Wealth Management Johston, Iowa	$1.26M	+$56.2K	22	0.37%	Increased
6164	RB Richmond Brothers Jackson, Michigan	$1.26M	-$237K	1	0.83%	Reduced
6165	IC Inkwell Capital Miami, Florida	$1.26M	$0	1	1.35%	Maintained
6166	PWM Pacific Wealth Management San Diego, California	$1.25M	+$378K	3	0.62%	Increased
6167	CSIA Carl Stuart Investment Advisor Austin, Texas	$1.25M	+$434	2	0.64%	Increased
6168	BOC Blue Oak Capital Menlo Park, California	$1.25M	-$533K	1	0.65%	Reduced
6169	FFP Freedom Financial Partners Oakdale, Minnesota	$1.25M	-$4.78K	1	0.52%	Reduced
6170	WCM WealthTrak Capital Management Virginia Beach, Virginia	$1.24M	+$29.8K	54	1.04%	Increased
6171	YWM Yardley Wealth Management Yardley, Pennsylvania	$1.24M	-$16.9K	2	0.68%	Reduced
6172	MKW Mullaney, Keating & Wright Middletown, Connecticut	$1.23M	-$8.69K	1	0.81%	Reduced
6173	NEPPG New England Professional Planning Group Westerly, Rhode Island	$1.23M	$0	3	0.56%	Maintained
6174	EF Elite Financial Lewiston, Idaho	$1.23M	-$41.7K	3	0.61%	Reduced
6175	FFAS FIG Financial Advisory Services Oklahoma City, Oklahoma	$1.23M	-$796K	1	0.82%	Reduced