← 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
6651	DEM Disciplined Equity Management Neptune Beach, Florida	$161K	$0	1	0.11%	Maintained
6652	LC Luminist Capital Grand Rapids, Michigan	$155K	-$8.3K	2	0.17%	Reduced
6653	BFS Bare Financial Services Gap, Pennsylvania	$150K	+$75.3K	53	0.06%	Increased
6654	CH CVS Health Woonsocket, Rhode Island	$146K	$0	1	0.08%	Maintained
6655	SAS Spurstone Advisory Services Higganum, Connecticut	$137K	-$157K	1	2.66%	Reduced
6656	BL Bleichroeder LP New York	$134K	$0	1	0.04%	Maintained
6657	GG Gleason Group Prospect, Kentucky	$129K	+$809	3	0.02%	Increased
6658	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$124K	$0	3	0.09%	Maintained
6659	SM Sabby Management Miami Beach, Florida	$113K	+$346K	1	0.33%	New
6660	Apollo Management Holdings New York	$111K	+$132K	1	0%	New
6661	ECM Engine Capital Management New York	$107K	$0	1	0.02%	Maintained
6662	C Cliffwater Marina Del Rey, California	$106K	$0	1	0.03%	Maintained
6663	RJA Ross\Johnson & Associates Plymouth, Minnesota	$102K	+$67.7K	24	1.76%	Increased
6664	TCMV Technology Crossover Management VIII Menlo Park, California	$102K	+$131K	1	0.02%	New
6665	CW Cooksen Wealth The Woodlands, Texas	$102K	+$98.2K	2	0.1%	New
6666	NWM Navigoe Wealth Management Redondo Beach, California	$101K	-$45.7K	5	0.09%	Reduced
6667	CF Collier Financial Denver, Colorado	$100K	-$10.7K	3	0.09%	Reduced
6668	MG MilWealth Group Milwaukee, Wisconsin	$96.8K	-$35.5K	2	0.03%	Reduced
6669	WFA Wells Financial Advisors Framingham, Massachusetts	$90K	$0	3	0.12%	Maintained
6670	PS PayPay Securities Tokyo, Japan	$87.8K	-$50.7K	21	5.01%	Reduced
6671	RWA Redmont Wealth Advisors Chicago, Illinois	$81.7K	-$351K	2	0.16%	Reduced
6672	FF Friedenthal Financial Marlton, New Jersey	$75.7K	-$4.96M	1	0.05%	Reduced
6673	MBAM Mink Brook Asset Management West Palm Beach, Florida	$74.8K	+$90.1K	1	0.08%	New
6674	FF Finley Financial Las Vegas, Nevada	$64K	-$190K	2	0.04%	Reduced
6675	SAS SMI Advisory Services Columbus, Indiana	$62.2K	+$73.7K	1	0.01%	New