← 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
6576	EFP Envision Financial Planning Memphis, Tennessee	$368K	+$16.9K	1	0.17%	Increased
6577	PMIM Prudent Man Investment Management Louisville, Colorado	$364K	$0	4	0.2%	Maintained
6578	HFA Harbert Fund Advisors Birmingham, Alabama	$363K	-$9.05M	2	1.09%	Reduced
6579	TVM True Vision MN Woodbury, Minnesota	$363K	+$11.2K	1	0.2%	Increased
6580	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$362K	$0	1	0.17%	Maintained
6581	AWA Aquire Wealth Advisors South Jordan, Utah	$359K	-$1.74K	1	0.1%	Reduced
6582	S4W Solutions 4 Wealth Southlake, Texas	$357K	$0	1	0.6%	Maintained
6583	SIAS Summit Investment Advisory Services Roseville, Minnesota	$355K	-$189K	1	0.15%	Reduced
6584	PCA PMV Capital Advisers Dallas, Texas	$355K	+$42.1K	8	0.79%	Increased
6585	AC Applied Capital Little Rock, Arkansas	$354K	-$869	1	0.16%	Reduced
6586	SWCM Sullivan Wood Capital Management Washington, District of Columbia	$352K	+$307K	1	0.73%	New
6587	PWAC Private Wealth Advisors (California) Fresno, California	$350K	+$434	1	0.13%	Increased
6588	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$344K	+$323K	5	0.23%	New
6589	MWML M Wealth Management LLC San Diego, California	$342K	+$299K	1	0.32%	New
6590	SFS Searcy Financial Services Overland Park, Kansas	$338K	$0	1	0.14%	Maintained
6591	AIC Allodium Investment Consultants Minneapolis, Minnesota	$338K	+$295K	1	0.21%	New
6592	PFA Portland Financial Advisors Port Washington, New York	$334K	-$53.4K	1	0.8%	Reduced
6593	BWM Buska Wealth Management Wausau, Wisconsin	$333K	-$15.6K	1	0.09%	Reduced
6594	KFSN Keystone Financial Services (Nebraska) Omaha, Nebraska	$333K	+$13.9K	1	0.25%	Increased
6595	FIS Fischer Investment Strategies Westlake Village, California	$333K	+$4.78K	1	0.22%	Increased
6596	SWM Schwallier Wealth Management Grand Rapids, Michigan	$332K	-$73.4K	1	0.2%	Reduced
6597	RW Ridgeline Wealth Mesa, Arizona	$331K	-$21.7K	1	0.27%	Reduced
6598	HF Holcombe Financial Atlanta, Georgia	$326K	+$18.2K	1	0.25%	Increased
6599	SWP SIMA Wealth Partners North Chesterfield, Virginia	$325K	-$30.7K	3	0.26%	Reduced
6600	ULWM Upper Left Wealth Management Tampa, Florida	$325K	$0	1	0.22%	Maintained