← 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
6626	UI Unconventional Investor Portsmouth, New Hampshire	$260K	-$33.4K	1	0.14%	Reduced
6627	EA Evergreen Advisors Chattanooga, Tennessee	$260K	+$227K	1	0.07%	New
6628	LKWM Lee-Kelleher Wealth Management Fulton, Maryland	$260K	+$227K	1	0.17%	New
6629	BDWCC B&D White Capital Company Lakeway, Texas	$259K	-$2.43M	1	0.04%	Reduced
6630	CF Crosspoint Financial Tustin, California	$256K	-$48.2K	1	0.69%	Reduced
6631	KWM Kanen Wealth Management Coconut Creek, Florida	$253K	+$221K	1	0.1%	New
6632	SC Stephenson & Company San Clemente, California	$253K	$0	1	0.15%	Maintained
6633	BPWM Black Point Wealth Management Naples, Florida	$252K	-$1.47M	1	7.22%	Reduced
6634	KPWM KDK Private Wealth Management Houston, Texas	$251K	+$219K	1	0.27%	New
6635	VF Vestment Financial Chanhassen, Minnesota	$249K	-$21.7K	1	0.16%	Reduced
6636	AWMG ADG Wealth Management Group Metairie, Louisiana	$249K	+$218K	1	0.21%	New
6637	PCM Ping Capital Management New York	$249K	-$304K	1	0.06%	Reduced
6638	SAS SMI Advisory Services Columbus, Indiana	$248K	+$130K	1	0.05%	Increased
6639	PWH Priebe Wealth Holdings Maple Grove, Minnesota	$246K	-$851K	1	0.21%	Reduced
6640	ES ETF Store Overland Park, Kansas	$245K	+$214K	1	0.28%	New
6641	VF Vawter Financial Columbus, Ohio	$245K	-$610K	1	2.77%	Reduced
6642	AWMM Aegis Wealth Management (Maryland) Bethesda, Maryland	$245K	$0	1	0.15%	Maintained
6643	LWP Laurel Wealth Planning Edina, Minnesota	$245K	-$32.6K	1	0.14%	Reduced
6644	PPW PACK Private Wealth Wayzata, Minnesota	$245K	+$214K	1	0.13%	New
6645	RW Regimen Wealth Atlanta, Georgia	$244K	$0	1	0.08%	Maintained
6646	MWP Moller Wealth Partners	$244K	+$213K	1	0.05%	New
6647	BI BFI Infinity Zurich, Switzerland	$242K	-$673K	1	0.12%	Reduced
6648	4FG 4Thought Financial Group Syosset, New York	$242K	$0	1	0.13%	Maintained
6649	FA FC Advisory West Chester, Pennsylvania	$240K	+$209K	1	0.07%	New
6650	MHB Midwest Heritage Bank West Des Moines, Iowa	$239K	$0	1	0.09%	Maintained