← 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
6901	AFO Aurelius Family Office Bedford, New Hampshire	$456K	+$249K	2	0.18%	Increased
6902	MWA Mills Wealth Advisors Southlake, Texas	$455K	+$15.8K	1	0.14%	Increased
6903	EA Evolution Advisers Richmond, Virginia	$453K	+$16K	41	0.17%	Increased
6904	IW Imprint Wealth Mount Pleasant, South Carolina	$452K	-$10.1K	14	1.84%	Reduced
6905	SC Stephenson & Company San Clemente, California	$452K	+$224K	2	0.21%	Increased
6906	DWM DKM Wealth Management Stockton, California	$449K	-$44.1K	1	0.29%	Reduced
6907	SWM Sherman Wealth Management Gaithersburg, Maryland	$449K	-$73.2K	1	0.34%	Reduced
6908	RWS Rochester Wealth Strategies Rochester, Michigan	$446K	-$269K	1	0.25%	Reduced
6909	CWWM Curry Webb Wealth Management Indianapolis, Indiana	$443K	+$11.7K	1	0.18%	Increased
6910	FJWM Ferguson Johnson Wealth Management Rockville, Maryland	$442K	+$42.9K	1	0.32%	Increased
6911	RWA Reicon Wealth Advisors Atlanta, Georgia	$442K	+$78.1K	1	0.27%	Increased
6912	HFG Harborfront Financial Group Ludington, Michigan	$437K	+$467K	11	1.65%	New
6913	SIP Sellwood Investment Partners Portland, Oregon	$436K	+$376K	1	0.15%	New
6914	SCM Stonehearth Capital Management Danvers, Massachusetts	$436K	-$951K	2	0.15%	Reduced
6915	PAYA Phil A. Younker & Associates Fairbanks, Alaska	$429K	+$465K	1	0.29%	New
6916	HMS Hanseatic Management Services Albuquerque, New Mexico	$429K	-$176K	1	0.32%	Reduced
6917	NFG Norris Financial Group Greenville, South Carolina	$427K	-$1.52M	1	0.17%	Reduced
6918	FIS Fischer Investment Strategies Westlake Village, California	$426K	+$206K	1	0.2%	Increased
6919	HAS Horizon Advisory Services West Henrietta, New York	$424K	$0	1	0.18%	Maintained
6920	TWM Tanglewood Wealth Management Houston, Texas	$423K	$0	1	0.04%	Maintained
6921	SW Schulz Wealth Mansfield, Texas	$422K	+$458K	1	0.22%	New
6922	HF Holcombe Financial Atlanta, Georgia	$422K	+$168K	1	0.24%	Increased
6923	GWA Gibson Wealth Advisors Tyler, Texas	$422K	$0	1	0.26%	Maintained
6924	KFGG Keystone Financial Group (Georgia) Atlanta, Georgia	$419K	+$1K	3	0.22%	Increased
6925	LFWA LBJ Family Wealth Advisors Austin, Texas	$417K	$0	1	0.21%	Maintained