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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	PM Parametrica Management Wanchai, Hong Kong	$50K	-$486K	1	0.38%	Reduced
2702	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$48K	+$32.1K	3	0.02%	Increased
2703	ACM Axel Capital Management New York	$40K	-$38.8K	1	0.07%	Reduced
2704	MIM Macroview Investment Management Bethesda, Maryland	$40K	-$39.2K	4	0.05%	Reduced
2705	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$38.8K	-$637	3	4.87%	Reduced
2706	RI Redwood Investments Boston, Massachusetts	$24K	-$1.19M	1	0%	Reduced
2707	EWP Edmunds White Partners Richmond, Virginia	$21K	-$540	1	0.04%	Reduced
2708	SG StepStone Group La Jolla, California	$21K	$0	1	0.02%	Maintained
2709	CP Corbenic Partners Bethlehem, Pennsylvania	$17K	+$121	1	0.01%	Increased
2710	PFG Pacific Financial Group Bellevue, Washington	$17K	$0	1	0.03%	Maintained
2711	EA Ecofin Advisors London, United Kingdom	$10K	$0	2	0%	Maintained
2712	IFWM Institute for Wealth Management Denver, Colorado	$5K	+$405	1	0%	Increased
2713	1M 13D Management New York	$0	-$6.02M	0	–	Closed
2714	ACM Addison Clark Management Stamford, Connecticut	$0	-$55.9M	0	–	Closed
2715	ARGA Investment Management Stamford, Connecticut	$0	-$2.43M	0	–	Closed
2716	ACM Atika Capital Management New York	$0	-$2.7M	0	–	Closed
2717	BGA Belmont Global Advisors Dallas, Texas	$0	-$786K	0	–	Closed
2718	BIG Blackthorn Investment Group Overland Park, Kansas	$0	-$1.06M	0	–	Closed
2719	BL Bolton LP Greenwich, Connecticut	$0	-$3.92M	0	–	Closed
2720	BRIM Broad Run Investment Management Arlington, Virginia	$0	-$11K	0	–	Closed
2721	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$246K	0	–	Closed
2722	CCP Clough Capital Partners Boston, Massachusetts	$0	-$5.19M	0	–	Closed
2723	CCM Connective Capital Management Palo Alto, California	$0	-$1.45M	0	–	Closed
2724	CII CR Intrinsic Investors Stamford, Connecticut	$0	-$38.8M	0	–	Closed
2725	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$0	-$18.8M	0	–	Closed