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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
2701	ACMI Amida Capital Management II New York	$57K	+$59.8K	1	0.06%	New
2702	RC Riversville Capital Greenwich, Connecticut	$51K	-$6.89M	2	0.12%	Reduced
2703	HMS Hanseatic Management Services Albuquerque, New Mexico	$50.6K	-$548K	5	1.52%	Reduced
2704	BC BMI Capital New York	$48K	-$285K	1	0.08%	Reduced
2705	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$39.3K	-$338	3	5.41%	Reduced
2706	SG StepStone Group La Jolla, California	$30K	+$33.8K	1	0.03%	New
2707	EWP Edmunds White Partners Richmond, Virginia	$23K	+$21.7K	1	0.03%	New
2708	CP Corbenic Partners Bethlehem, Pennsylvania	$17K	-$27.9K	1	0.01%	Reduced
2709	PFG Pacific Financial Group Bellevue, Washington	$16K	$0	1	0.01%	Maintained
2710	JAM JCIC Asset Management Toronto, Ontario, Canada	$14K	-$67.9K	2	0%	Reduced
2711	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$14K	+$8.9K	1	0.01%	Increased
2712	BRIM Broad Run Investment Management Arlington, Virginia	$11K	$0	1	0%	Maintained
2713	EA Ecofin Advisors London, United Kingdom	$10K	$0	2	0%	Maintained
2714	IFWM Institute for Wealth Management Denver, Colorado	$5K	-$4K	1	0%	Reduced
2715	AT Alliance Trust Dundee, Scotland, United Kingdom	$0	-$33.7M	0	–	Closed
2716	APU Alpine Partners USVI St. Thomas, U.S. Virgin Islands	$0	-$202K	0	–	Closed
2717	Altimeter Capital Management Boston, Massachusetts	$0	-$886K	0	–	Closed
2718	AA Ancient Art Austin, Texas	$0	-$18.6M	0	–	Closed
2719	AC Andromeda Capital White Plains, New York	$0	-$855K	0	–	Closed
2720	AC Apex Capital Orinda, California	$0	-$11.3M	0	–	Closed
2721	ACP Arrowgrass Capital Partners London, United Kingdom	$0	-$15M	0	–	Closed
2722	AIM Atlantic Investment Management New York	$0	-$13.1M	0	–	Closed
2723	BAM Banta Asset Management Newport Beach, California	$0	-$1.45M	0	–	Closed
2724	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$0	-$8.23M	0	–	Closed
2725	BS Bessemer Securities New York	$0	-$5.19M	0	–	Closed