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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	JPC Jabodon PT Co Reno, Nevada	$34K	+$35.4K	1	0.07%	New
2702	Brinker Capital Investments Berwyn, Pennsylvania	$30K	-$648K	2	0%	Reduced
2703	MIM Macroview Investment Management Bethesda, Maryland	$29K	-$12.3K	5	0.04%	Reduced
2704	CP Corbenic Partners Bethlehem, Pennsylvania	$26K	+$7.77K	2	0.02%	Increased
2705	RI Redwood Investments Boston, Massachusetts	$25K	$0	1	0%	Maintained
2706	AP Advisors Preferred Rockville, Maryland	$22.4K	-$50.7K	1	0.01%	Reduced
2707	PFG Pacific Financial Group Bellevue, Washington	$19K	$0	1	0.02%	Maintained
2708	ACM Antonetti Capital Management Naples, Florida	$16K	-$57K	2	0.03%	Reduced
2709	SG StepStone Group La Jolla, California	$13K	$0	1	0%	Maintained
2710	EA Ecofin Advisors London, United Kingdom	$11K	$0	2	0%	Maintained
2711	IFWM Institute for Wealth Management Denver, Colorado	$6K	$0	1	0.01%	Maintained
2712	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$4K	-$46.2K	1	0%	Reduced
2713	3CP 3G Capital Partners New York	$0	-$4.94M	0	–	Closed
2714	Alpha Wave Global New York	$0	-$50.8M	0	–	Closed
2715	AAA Alpine Associates Advisors Englewood Cliffs, New Jersey	$0	-$23.3M	0	–	Closed
2716	Altimeter Capital Management Boston, Massachusetts	$0	-$3.06M	0	–	Closed
2717	APCM Arbiter Partners Capital Management New York	$0	-$667K	0	–	Closed
2718	AVC Arlington Value Capital Salt Lake City, Utah	$0	-$28M	0	–	Closed
2719	BACM Blue Arrow Capital Management New York	$0	-$6.65M	0	–	Closed
2720	BCM BlueMar Capital Management Miami, Florida	$0	-$1.51M	0	–	Closed
2721	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$0	-$6.93M	0	–	Closed
2722	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$0	-$706K	0	–	Closed
2723	CAM Castlerock Asset Management New York	$0	-$988K	0	–	Closed
2724	CCP Centaur Capital Partners Southlake, Texas	$0	-$625K	0	–	Closed
2725	CCMU Cheyne Capital Management (UK) London, United Kingdom	$0	-$511K	0	–	Closed