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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
2726	Brookfield Corp Toronto, Ontario, Canada	$0	-$4.27M	0	–	Closed
2727	BJ Brouwer & Janachowski Mill Valley, California	$0	-$1.37M	0	–	Closed
2728	CC Cannell Capital Alta, Wyoming	$0	-$3.12M	0	–	Closed
2729	CGM Capital Growth Management Boston, Massachusetts	$0	-$51.7M	0	–	Closed
2730	CSM Central Square Management Naperville, Illinois	$0	-$2.99M	0	–	Closed
2731	CPM Chesapeake Partners Management Baltimore, Maryland	$0	-$21.4M	0	–	Closed
2732	CIBC World Markets New York	$0	-$1.52M	0	–	Closed
2733	CC Clearline Capital New York	$0	-$3.71M	0	–	Closed
2734	CHFS Cobble Hill Financial Services Moorestown, New Jersey	$0	-$178K	0	–	Closed
2735	CAMI Concord Asset Management (Illinois) Chicago, Illinois	$0	-$262K	0	–	Closed
2736	C Consulta London, United Kingdom	$0	-$72.5M	0	–	Closed
2737	CR Cooperatieve Rabobank Utrecht, Netherlands	$0	-$1.49M	0	–	Closed
2738	CCM Crestwood Capital Management New York	$0	-$2.62M	0	–	Closed
2739	Davidson Kempner Capital Management New York	$0	-$536K	0	–	Closed
2740	DMAM Del Mar Asset Management New York	$0	-$1.07M	0	–	Closed
2741	DRW Securities Chicago, Illinois	$0	-$5.09M	0	–	Closed
2742	EAM Eclectica Asset Management London, United Kingdom	$0	-$8.23M	0	–	Closed
2743	EU Emory University Atlanta, Georgia	$0	-$19K	0	–	Closed
2744	EPCM Eton Park Capital Management New York	$0	-$9.93M	0	–	Closed
2745	FMA Fiduciary Management Associates Chicago, Illinois	$0	-$15M	0	–	Closed
2746	FIMG Financial & Investment Management Group Traverse City, Michigan	$0	-$240K	0	–	Closed
2747	Flow Traders U.S. New York	$0	$0	1	0%	Maintained
2748	FAM Forty4 Asset Management Chicago, Illinois	$0	-$6.49M	0	–	Closed
2749	FPCM Fox Point Capital Management New York	$0	-$6.57M	0	–	Closed
2750	GPC Glacier Peak Capital Bellevue, Washington	$0	-$2.55M	0	–	Closed