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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
PC
PhiloSmith Capital
Connecticut
$5K $0 1 0% Maintained
3202
MIM
Macroview Investment Management
Maryland
$2K -$19K 1 0.01% Reduced
3203
AAM
ACK Asset Management
Connecticut
$0 -$5.44M 0 – Closed
3204
AIM
Acrospire Investment Management
Illinois
$0 -$3.75M 0 – Closed
3205
ACM
Addison Clark Management
Connecticut
$0 -$2.29M 0 – Closed
3206
AP
Advisors Preferred
Maryland
$0 -$1.02M 0 – Closed
3207
ACM
AidennLair Capital Management
New York
$0 -$1.92M 0 – Closed
3208
AA
Antipodean Advisors
New York
$0 -$6.72M 0 – Closed
3209
BO
Bach Option
Hong Kong
$0 -$299K 0 – Closed
3210
BGC
Birch Grove Capital
New York
$0 -$5.98M 0 – Closed
3211
BSG
Black Swift Group
Colorado
$0 -$207K 0 – Closed
3212
B
Bridgeworth
Alabama
$0 -$1M 0 – Closed
3213
CGI
Calixto Global Investors
Florida
$0 -$14.9M 0 – Closed
3214
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$0 -$585K 0 – Closed
3215
CIM
Cetera Investment Management
California
$0 -$1.63M 0 – Closed
3216
CFIC
City Financial Investment Company
United Kingdom
$0 -$846K 0 – Closed
3217
CCM
Cloverdale Capital Management
Texas
$0 -$15.8M 0 – Closed
3218
CWM
Concert Wealth Management
California
$0 -$1.41M 0 – Closed
3219
CCM
Corsair Capital Management
New York
$0 -$291K 0 – Closed
3220
CAM
Crestone Asset Management
Colorado
$0 -$501K 0 – Closed
3221
CF
Cypress Funds
California
$0 -$29.7M 0 – Closed
3222
DA
Doliver Advisors
Texas
$0 -$310K 0 – Closed
3223
EP
Edinburgh Partners
United Kingdom
$0 -$122K 0 – Closed
3224
ESG
Emerging Sovereign Group
New York
$0 -$17.3M 0 – Closed
3225
FWM
FFT Wealth Management
Pennsylvania
$0 -$308K 0 – Closed
127 128
129
130 131