← 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
2751	GCM Glaxis Capital Management Sarasota, Florida	$0	-$624K	0	–	Closed
2752	GF Goodman Financial Houston, Texas	$0	-$4.74M	0	–	Closed
2753	Graham Capital Management Rowayton, Connecticut	$0	-$249K	0	–	Closed
2754	GIM Greenwich Investment Management Norwalk, Connecticut	$0	-$314K	0	–	Closed
2755	GOCM Grey Owl Capital Management Falls Church, Virginia	$0	-$1.32M	0	–	Closed
2756	GC Gruss & Co West Palm Beach, Florida	$0	-$1.87M	0	–	Closed
2757	GIM Guild Investment Management Los Angeles, California	$0	-$454K	0	–	Closed
2758	HM Harvest Management New York	$0	-$611K	0	–	Closed
2759	IFA Interactive Financial Advisors New Lenox, Illinois	$0	+$185	1	0%	New
2760	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$0	-$9.87M	0	–	Closed
2761	JP Jana Partners New York	$0	-$2.06M	0	–	Closed
2762	KRC Kingdom Ridge Capital White Plains, New York	$0	-$5.29M	0	–	Closed
2763	LCM Landscape Capital Management Englewood, New Jersey	$0	-$581K	0	–	Closed
2764	Magnetar Financial Evanston, Illinois	$0	-$971K	0	–	Closed
2765	MIG Mariner Investment Group Harrison, New York	$0	-$1.54M	0	–	Closed
2766	Mizuho Securities USA New York	$0	-$81.7M	0	–	Closed
2767	MCM Moon Capital Management New York	$0	-$614K	0	–	Closed
2768	MFAM Motley Fool Asset Management Alexandria, Virginia	$0	-$724K	0	–	Closed
2769	NPGCU Napier Park Global Capital (US) New York	$0	-$5.69M	0	–	Closed
2770	NI Nepsis Inc Minneapolis, Minnesota	$0	-$4.93M	0	–	Closed
2771	PWAM Park West Asset Management San Francisco, California	$0	-$31.2M	0	–	Closed
2772	PCM Peg Capital Management Canaan, New Hampshire	$0	-$8.93M	0	–	Closed
2773	PG Portola Group San Jose, California	$0	-$633K	0	–	Closed
2774	RP Raiff Partners New York	$0	-$561K	0	–	Closed
2775	RP Realm Partners New York	$0	-$2.72M	0	–	Closed