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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
3026	UMA USA Mutuals Advisors Dallas, Texas	$6K	-$3K	2	0%	Reduced
3027	MIM Macroview Investment Management Bethesda, Maryland	$2K	$0	1	0.01%	Maintained
3028	NHFG New Harbor Financial Group Worcester, Massachusetts	$2K	$0	1	0%	Maintained
3029	AGUR Provident & Training Funds Management Tel Aviv, Israel	$0	-$5.95M	0	–	Closed
3030	Altimeter Capital Management Boston, Massachusetts	$0	-$9.81M	0	–	Closed
3031	ACM Archon Capital Management Seattle, Washington	$0	-$1.1M	0	–	Closed
3032	ACM Arrow Capital Management New York	$0	-$4.4M	0	–	Closed
3033	ACM Avalon Capital Management Port Of Redwood City, California	$0	-$393K	0	–	Closed
3034	BIM Beach Investment Management West Conshohocken, Pennsylvania	$0	-$1.68M	0	–	Closed
3035	BWM Biltmore Wealth Management Tempe, Arizona	$0	-$717K	0	–	Closed
3036	BCMNY Buckingham Capital Management (New York) New York	$0	-$3.69M	0	–	Closed
3037	CCA Canyon Capital Advisors Dallas, Texas	$0	-$11.8M	0	–	Closed
3038	CGM Capital Growth Management Boston, Massachusetts	$0	-$8.91M	0	–	Closed
3039	CSM Central Square Management Naperville, Illinois	$0	-$3.54M	0	–	Closed
3040	CPM Chesapeake Partners Management Baltimore, Maryland	$0	-$9.86M	0	–	Closed
3041	CF Corrigan Financial Middletown, Rhode Island	$0	-$270K	0	–	Closed
3042	CCM Courage Capital Management Nashville, Tennessee	$0	-$2.41M	0	–	Closed
3043	DAM Deimos Asset Management Purchase, New York	$0	-$3.28M	0	–	Closed
3044	DII Domini Impact Investments New York	$0	-$382K	0	–	Closed
3045	FBFS First Business Financial Services Madison, Wisconsin	$0	-$470K	0	–	Closed
3046	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$0	-$201K	0	–	Closed
3047	GMIM General Motors Investment Management New York	$0	-$298K	0	–	Closed
3048	Glenview Capital Management New York	$0	-$53.8M	0	–	Closed
3049	GL Governors Lane New York	$0	-$13.8M	0	–	Closed
3050	Harvard Management Company Boston, Massachusetts	$0	-$3.63M	0	–	Closed