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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
3201	Tortoise Capital Advisors Overland Park, Kansas	$16K	$0	1	0%	Maintained
3202	ABFS Appropriate Balance Financial Services Bellevue, Washington	$15.3K	+$4.87K	2	0.77%	Increased
3203	AWA Artemis Wealth Advisors New York	$15.2K	-$10.9K	1	0.01%	Reduced
3204	PC PhiloSmith Capital Stamford, Connecticut	$6K	$0	1	0%	Maintained
3205	FAM Flaharty Asset Management Clearwater, Florida	$470	-$465K	1	0.26%	Reduced
3206	VCM Vivaldi Capital Management Chicago, Illinois	$217	+$206	1	0%	New
3207	Abrams Capital Management Boston, Massachusetts	$0	-$328M	0	–	Closed
3208	AGM Alpine Global Management New York	$0	-$9.13M	0	–	Closed
3209	AP Archon Partners Princeton Junction, New Jersey	$0	-$4.88M	0	–	Closed
3210	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$3.36M	0	–	Closed
3211	CCA Castle Creek Arbitrage Avon, Colorado	$0	-$5.23M	0	–	Closed
3212	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$1.07M	0	–	Closed
3213	CIM Chiron Investment Management New York	$0	-$20.3M	0	–	Closed
3214	CMI Cider Mill Investments Greenwich, Connecticut	$0	-$5.39M	0	–	Closed
3215	CIR Clear Investment Research Alpharetta, Georgia	$0	-$13K	0	–	Closed
3216	CC Clearline Capital New York	$0	-$6.38M	0	–	Closed
3217	CIM Contrarius Investment Management St. Helier, Jersey	$0	-$23.4M	0	–	Closed
3218	CRCP Copper Rock Capital Partners Boston, Massachusetts	$0	-$24.9M	0	–	Closed
3219	Corvex Management New York	$0	-$107M	0	–	Closed
3220	DRW Securities Chicago, Illinois	$0	-$947K	0	–	Closed
3221	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$0	-$2.51M	0	–	Closed
3222	Empyrean Capital Partners Los Angeles, California	$0	-$1.17M	0	–	Closed
3223	ECA Endeavour Capital Advisors Greenwich, Connecticut	$0	-$3.37M	0	–	Closed
3224	EM Endicott Management New York	$0	-$948K	0	–	Closed
3225	EC Engaged Capital Newport Beach, California	$0	-$2.82M	0	–	Closed