← 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
6676	TF Threadgill Financial Spring, Texas	$828K	-$3.46M	2	0.34%	Reduced
6677	NEPPG New England Professional Planning Group Westerly, Rhode Island	$827K	-$5.29K	2	0.31%	Reduced
6678	DEA DoubleLine ETF Adviser Tampa, Florida	$825K	+$159K	2	0.34%	Increased
6679	1L 10Elms LLP Tulsa, Oklahoma	$822K	+$239K	4	0.35%	Increased
6680	EW Entruity Wealth Bakersfield, California	$821K	+$27.9K	1	0.53%	Increased
6681	WWWM White Wing Wealth Management The Wodlands, Texas	$819K	-$938K	2	0.43%	Reduced
6682	SFC Summit Financial Consulting Sterling Heights, Michigan	$819K	+$4.45K	1	0.56%	Increased
6683	RWM Redstone Wealth Management Oklahoma City, Oklahoma	$810K	$0	1	0.53%	Maintained
6684	VCS Vaughan & Co Securities Ridgewood, New Jersey	$805K	-$43.1K	1	0.38%	Reduced
6685	TDC Thompson Davis & Co Richmond, Virginia	$805K	+$53K	1	0.48%	Increased
6686	AAM Ackerman Asset Management Rockville, Maryland	$805K	+$20.2K	2	0.48%	Increased
6687	AWM Avondale Wealth Management West Lake Hills, Texas	$805K	-$181K	2	0.33%	Reduced
6688	OWA Oak Wealth Advisors Northbrook, Illinois	$804K	+$38K	1	0.39%	Increased
6689	SHF Stage Harbor Financial Westwood, Massachusetts	$804K	+$351K	2	0.46%	Increased
6690	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$803K	-$799K	2	0.5%	Reduced
6691	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$800K	-$938K	1	0.06%	Reduced
6692	DC Destiny Capital Golden, Colorado	$797K	-$420K	1	0.37%	Reduced
6693	WCM Wealthcare Capital Management Richmond, Virginia	$794K	-$321K	2	0.08%	Reduced
6694	BCA Bayshore Capital Advisors Tampa, Florida	$794K	$0	1	0.37%	Maintained
6695	GFM GEN Financial Management Plymouth, Minnesota	$790K	-$261K	2	0.47%	Reduced
6696	CC Covalis Capital London, United Kingdom	$786K	+$885K	1	0.04%	New
6697	CI Cordant Inc Portland, Oregon	$785K	+$291K	18	0.28%	Increased
6698	LWM Lighthouse Wealth Management Ashland, Ohio	$779K	-$51K	1	0.48%	Reduced
6699	MIG Mariner Investment Group Harrison, New York	$778K	+$503K	1	0.17%	Increased
6700	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$776K	-$3.64K	2	0.09%	Reduced