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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
3526	AGA Accuvest Global Advisors Provo, Utah	$12K	-$1.79K	2	0.01%	Reduced
3527	Truepoint Inc Cincinnati, Ohio	$9.4K	-$910K	2	0.07%	Reduced
3528	SCM Stumpf Capital Management Scottsdale, Arizona	$9K	-$28.4K	1	0.01%	Reduced
3529	TODC Trustees of Dartmouth College Hanover, New Hampshire	$8K	$0	1	0.01%	Maintained
3530	Balentine LLC Atlanta, Georgia	$7K	-$22.9M	1	0%	Reduced
3531	NR Newfound Research Wellesley Hills, Massachusetts	$2K	+$1.86K	2	0%	New
3532	Alphadyne Asset Management New York	$0	-$4.2M	0	–	Closed
3533	AP AlpInvest Partners Amsterdam, Netherlands	$0	-$7.03M	0	–	Closed
3534	ACM Altalis Capital Management New York	$0	-$2.2M	0	–	Closed
3535	ACM Archer Capital Management New York	$0	-$10.3M	0	–	Closed
3536	Azora Capital LP Miami, Florida	$0	-$3.8M	0	–	Closed
3537	BO Bach Option Wanchai, Hong Kong	$0	-$667K	0	–	Closed
3538	BRC Blue Ridge Capital New York	$0	-$190M	0	–	Closed
3539	BC Brahman Capital New York	$0	-$81.3M	0	–	Closed
3540	CFIA Cantor Fitzgerald Investment Advisors New York	$0	-$218K	0	–	Closed
3541	Capital Markets Trading (UK) London, United Kingdom	$0	-$2.74M	0	–	Closed
3542	CCP Centaur Capital Partners Southlake, Texas	$0	-$1.04M	0	–	Closed
3543	CCMU Cheyne Capital Management (UK) London, United Kingdom	$0	-$331K	0	–	Closed
3544	CCM Cobalt Capital Management Short Hills, New Jersey	$0	-$6.27M	0	–	Closed
3545	CCM Colorado Capital Management Boulder, Colorado	$0	-$225K	0	–	Closed
3546	CPA Columbia Pacific Advisors Seattle, Washington	$0	-$317K	0	–	Closed
3547	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$0	-$259K	0	–	Closed
3548	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$0	-$17.9M	0	–	Closed
3549	CAM Crestone Asset Management Boulder, Colorado	$0	-$216K	0	–	Closed
3550	CCS Crosspoint Capital Strategies Orinda, California	$0	-$22.5K	0	–	Closed