← 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
6501	YAL Your Advocates Ltd Houston, Texas	$387K	-$13K	10	0.15%	Reduced
6502	WS Wela Strategies Atlanta, Georgia	$386K	+$185K	1	0.16%	Increased
6503	BIS BG Investment Services Hagatna, Guam	$386K	+$97.4K	1	0.42%	Increased
6504	FWM FSR Wealth Management Elmhurst, Illinois	$384K	-$911K	1	0.51%	Reduced
6505	AA ArborFi Advisors Ann Arbor, Michigan	$378K	-$26.5K	1	0.38%	Reduced
6506	SWA Safir Wealth Advisors Greenland, New Hampshire	$378K	+$133K	1	0.3%	Increased
6507	BWM BCGM Wealth Management Lafayette, Indiana	$377K	+$11.8K	1	0.12%	Increased
6508	KAM Kraft Asset Management Nashville, Tennessee	$377K	-$288K	1	0.35%	Reduced
6509	JFG JDM Financial Group Austin, Texas	$376K	+$47.1K	10	0.19%	Increased
6510	IFA Interactive Financial Advisors New Lenox, Illinois	$375K	$0	1	0.2%	Maintained
6511	NOI Newton One Investments Newark, Delaware	$375K	+$13.5K	4	0.13%	Increased
6512	GWA Gibson Wealth Advisors Tyler, Texas	$373K	$0	1	0.3%	Maintained
6513	IR IAT Reinsurance New York	$373K	$0	1	0.08%	Maintained
6514	Strategic Point Investment Advisors Providence, Rhode Island	$370K	$0	1	0.06%	Maintained
6515	MWA Mills Wealth Advisors Southlake, Texas	$367K	-$206K	1	0.2%	Reduced
6516	AFM Armstrong Fleming & Moore Washington, District of Columbia	$367K	-$2.79M	1	0.44%	Reduced
6517	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$366K	$0	1	0.24%	Maintained
6518	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$365K	$0	1	0.23%	Maintained
6519	PMIM Prudent Man Investment Management Louisville, Colorado	$364K	$0	4	0.2%	Maintained
6520	FW Fairway Wealth Independence, Ohio	$363K	+$272K	7	0.13%	Increased
6521	NA Nestegg Advisors Hauppauge, New York	$362K	+$408	1	0.38%	Increased
6522	Golden Reserve Retirement Dublin, Ohio	$361K	+$391K	1	0.14%	New
6523	BWM Benchmark Wealth Management Old Lyme, Connecticut	$358K	-$18.8K	1	0.17%	Reduced
6524	SMCM Sky-Mountain Capital Management Ketchum, Idaho	$356K	+$386K	1	0.3%	New
6525	TFP Traction Financial Partners Encampment, Wyoming	$353K	-$96.2K	1	0.28%	Reduced