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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	% of Portfolio	Status
3201	AIM Act II Management New York	$0	-$7.07M	–	Closed
3202	ACM ADI Capital Management New York	$0	-$16.3M	–	Closed
3203	ACM Americafirst Capital Management Roseville, California	$0	-$218K	–	Closed
3204	AC Amici Capital New York	$0	-$1.32M	–	Closed
3205	AC Argentiere Capital Zug, Switzerland	$0	-$6.26M	–	Closed
3206	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$0	-$17.5M	–	Closed
3207	BC Beaconlight Capital New York	$0	-$1.59M	–	Closed
3208	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$0	-$5.29M	–	Closed
3209	Caledonia Investments (Australia) Sydney NSW, Australia	$0	-$14.4M	–	Closed
3210	CIM Calvert Investment Management Bethesda, Maryland	$0	-$149M	–	Closed
3211	CCM Clovis Capital Management New York	$0	-$231K	–	Closed
3212	CAM CMT Asset Management Chicago, Illinois	$0	-$1.24M	–	Closed
3213	CF Cypress Funds Los Angeles, California	$0	-$20.3M	–	Closed
3214	EAM EastBay Asset Management New York	$0	-$28.2M	–	Closed
3215	EdgePoint Investment Group Toronto, Ontario, Canada	$0	-$24.4M	–	Closed
3216	EA Efficient Advisors Mason, Ohio	$0	-$2.59M	–	Closed
3217	ERM Elm Ridge Management Briarcliff Manor, New York	$0	-$5.37M	–	Closed
3218	EA Euclid Advisors Hartford, Connecticut	$0	-$822K	–	Closed
3219	FVP Firefly Value Partners Newtown, Pennsylvania	$0	-$804K	–	Closed
3220	FHC Forest Hill Capital Little Rock, Arkansas	$0	-$1.07M	–	Closed
3221	FPCM Fox Point Capital Management New York	$0	-$597K	–	Closed
3222	GCM Glaxis Capital Management Sarasota, Florida	$0	-$2.65M	–	Closed
3223	GCM GoodHaven Capital Management Millburn, New Jersey	$0	-$1.02M	–	Closed
3224	GPC Guardian Point Capital Charlottesville, Virginia	$0	-$1.47M	–	Closed
3225	GIM Guild Investment Management Los Angeles, California	$0	-$311K	–	Closed