← 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
3176	MIM Macroview Investment Management Bethesda, Maryland	$2K	$0	1	0.01%	Maintained
3177	SCP Steamboat Capital Partners Rye, New York	$2K	+$186K	1	0%	New
3178	FNYS First New York Securities New York	$177	-$735K	1	0%	Reduced
3179	Advent Capital Management New York	$0	-$894K	0	–	Closed
3180	AT Alliance Trust Dundee, Scotland, United Kingdom	$0	-$365M	0	–	Closed
3181	AC Alpenglow Capital San Carlos, California	$0	-$3.96M	0	–	Closed
3182	AGC Angelo Gordon & Co New York	$0	-$7.41M	0	–	Closed
3183	Appaloosa LP Short Hills, New Jersey	$0	-$28M	0	–	Closed
3184	ACM Argentus Capital Management Dallas, Texas	$0	-$5.24M	0	–	Closed
3185	Arrowstreet Capital Boston, Massachusetts	$0	-$1.47B	0	–	Closed
3186	Baupost Group Boston, Massachusetts	$0	-$118M	0	–	Closed
3187	Blackstone Inc New York	$0	-$925K	0	–	Closed
3188	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$0	-$942K	0	–	Closed
3189	BRA Blue Rock Advisors Wayzata, Minnesota	$0	-$2.54M	0	–	Closed
3190	BC Brahman Capital New York	$0	-$24.6M	0	–	Closed
3191	CGI Calixto Global Investors Coral Gables, Florida	$0	-$11M	0	–	Closed
3192	CIM Cambria Investment Management Manhattan Beach, California	$0	-$1.04M	0	–	Closed
3193	CGM Capital Growth Management Boston, Massachusetts	$0	-$50.8M	0	–	Closed
3194	CCM Clearfield Capital Management New York	$0	-$27M	0	–	Closed
3195	CPA Columbia Pacific Advisors Seattle, Washington	$0	-$687K	0	–	Closed
3196	CCM Concourse Capital Management Atlanta, Georgia	$0	-$2.81M	0	–	Closed
3197	CCM Consonance Capital Management New York	$0	-$9.41M	0	–	Closed
3198	DILH Dai-ichi Life Holdings Tokyo, Japan	$0	-$148M	0	–	Closed
3199	DC Deere & Company Moline, Illinois	$0	-$87.2M	0	–	Closed
3200	DCM Destrier Capital Management New York	$0	-$7.2M	0	–	Closed