← 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
6426	DWA Delta Wealth Advisors Indianapolis, Indiana	$656K	-$131K	1	0.55%	Reduced
6427	SIA Spectrum Investment Advisors Mequon, Wisconsin	$653K	+$16.9K	1	0.38%	Increased
6428	RWM Rockwood Wealth Management New Hope, Pennsylvania	$653K	+$259K	1	0.06%	Increased
6429	MFG MTM Financial Group Bethlehem, Pennsylvania	$651K	+$35.2K	1	0.35%	Increased
6430	VFG Valley Financial Group Ambler, Pennsylvania	$650K	$0	1	0.39%	Maintained
6431	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$649K	-$314K	2	0.7%	Reduced
6432	OAP One Advisory Partners Overland Park, Kansas	$649K	+$221K	1	0.22%	Increased
6433	CWM Capital Wealth Management W. Warwick, Rhode Island	$649K	$0	1	0.24%	Maintained
6434	DFG Dynamic Financial Group Cedar Falls, Iowa	$648K	+$7.38K	1	0.62%	Increased
6435	CC Citrine Capital San Francisco, California	$646K	+$130K	2	0.34%	Increased
6436	MWA Merkkuri Wealth Advisors Hicksville, New York	$636K	-$64.3K	1	0.48%	Reduced
6437	TL Tradewinds LLC Raleigh, North Carolina	$636K	-$21.1M	1	0.48%	Reduced
6438	SPIO Seven Post Investment Office San Francisco, California	$634K	$0	1	0.24%	Maintained
6439	DWM DKM Wealth Management Stockton, California	$633K	-$8.69K	1	0.55%	Reduced
6440	SPWM Straight Path Wealth Management Jenison, Michigan	$632K	+$11.3K	2	0.21%	Increased
6441	WF Williams Financial North Bennington, Vermont	$630K	+$332K	2	0.69%	Increased
6442	SWM Stapp Wealth Management Olympia, Washington	$628K	+$216K	2	0.9%	Increased
6443	FA Freestate Advisors Overland Park, Kansas	$625K	$0	1	0.56%	Maintained
6444	Amazon.com Inc Seattle, Washington	$621K	$0	1	0.03%	Maintained
6445	GWM Grand Wealth Management Grand Rapids, Michigan	$621K	-$40K	1	0.32%	Reduced
6446	LTL Lowery Thomas LLC Pebble Beach, California	$620K	-$327K	1	0.4%	Reduced
6447	MAM McCarthy Asset Management Redwood Shores, California	$613K	$0	1	0.42%	Maintained
6448	AFTS American Financial & Tax Strategies New York	$608K	-$14.8K	1	0.31%	Reduced
6449	BFP Beacon Financial Planning Hyannis, Massachusetts	$603K	-$3.47K	1	0.34%	Reduced
6450	PFA Pinnacle Family Advisors Springfield, Missouri	$599K	+$278K	2	0.29%	Increased