← 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
6551	KFG Kropog Financial Group Mandeville, Louisiana	$440K	+$445K	1	0.4%	New
6552	SRB Shotwell Rutter Baer Lansing, Michigan	$440K	$0	1	0.37%	Maintained
6553	SJGA Stephen J. Garry & Associates Garden City, New York	$437K	$0	1	0.4%	Maintained
6554	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$436K	+$60.1K	1	0.26%	Increased
6555	CIM Cambria Investment Management Manhattan Beach, California	$435K	+$440K	1	0.03%	New
6556	FFW Fusion Family Wealth Woodbury, New York	$435K	+$59.6K	1	0.04%	Increased
6557	CAM Clarity Asset Management Ames, Iowa	$434K	-$88.9K	2	0.28%	Reduced
6558	YAL Your Advocates Ltd Houston, Texas	$433K	+$426	12	0.17%	Increased
6559	SWP Significant Wealth Partners Cary, Illinois	$430K	-$1.01M	1	0.22%	Reduced
6560	BWA BCU Wealth Advisors Vernon Hills, Illinois	$430K	+$178	2	0.25%	Increased
6561	G Gainplan Bloomfield Hills, Michigan	$428K	-$3.43M	1	0.16%	Reduced
6562	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$427K	+$328K	1	0.11%	Increased
6563	VARA Value Aligned Research Advisors Princeton, New Jersey	$425K	-$2.1M	2	0.12%	Reduced
6564	AFS AFG Fiduciary Services Hingham, Massachusetts	$424K	+$13.6K	1	0.3%	Increased
6565	IFA Interactive Financial Advisors New Lenox, Illinois	$422K	$0	1	0.22%	Maintained
6566	BWM Benchmark Wealth Management Old Lyme, Connecticut	$421K	-$10.6K	1	0.21%	Reduced
6567	WI WJ Interests Sugar Land, Texas	$420K	-$50.3K	1	0.2%	Reduced
6568	NA Nestegg Advisors Hauppauge, New York	$419K	+$411K	1	0.42%	New
6569	TWCA Two West Capital Advisors Overland Park, Kansas	$418K	+$60.9K	1	0.36%	Increased
6570	MCA Midwest Capital Advisors Grand Rapids, Michigan	$418K	+$377K	6	0.31%	New
6571	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$417K	-$15.2K	1	0.09%	Reduced
6572	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$416K	$0	1	0.07%	Maintained
6573	PCA PMV Capital Advisers Dallas, Texas	$414K	+$419K	5	1.11%	New
6574	MS Mizuho Securities Tokyo, Japan	$413K	-$6.25M	5	6.23%	Reduced
6575	BWM BCGM Wealth Management Lafayette, Indiana	$412K	+$3.83K	1	0.13%	Increased