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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
3551	CCA Cruiser Capital Advisors Stamford, Connecticut	$0	-$141K	0	–	Closed
3552	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$0	-$23M	0	–	Closed
3553	EIM Elephas Investment Management Hong Kong	$0	-$822K	0	–	Closed
3554	FP FDO Partners Cambridge, Massachusetts	$0	-$2.6M	0	–	Closed
3555	First Command Advisory Services Fort Worth, Texas	$0	-$5.05K	1	0%	Reduced
3556	FDS First Dallas Securities Dallas, Texas	$0	-$333K	0	–	Closed
3557	FCM FJ Capital Management Mclean, Virginia	$0	-$201K	0	–	Closed
3558	FM Fondren Management Houston, Texas	$0	-$2.53M	0	–	Closed
3559	FFG Ford Financial Group Fresno, California	$0	-$256K	0	–	Closed
3560	GA Gateway Advisory Westfield, New Jersey	$0	-$544K	0	–	Closed
3561	GU Georgetown University Washington, District of Columbia	$0	-$420K	0	–	Closed
3562	HC Hampstead Capital London, United Kingdom	$0	-$684K	0	–	Closed
3563	HM Harvest Management New York	$0	-$257K	0	–	Closed
3564	Hershey Trust Company Hershey, Pennsylvania	$0	-$781K	0	–	Closed
3565	HIS Horizon Investment Services Hammond, Indiana	$0	-$4.5M	0	–	Closed
3566	IH IFC Holdings Tampa, Florida	$0	-$11M	0	–	Closed
3567	IAM Ion Asset Management Herzliya, Israel	$0	-$13M	0	–	Closed
3568	JFM Jackson Financial Management Costa Mesa, California	$0	-$760K	0	–	Closed
3569	JPG Jordan Park Group San Francisco, California	$0	-$488K	0	–	Closed
3570	KTM Keeler Thomas Management Orem, Utah	$0	-$284K	0	–	Closed
3571	KA Kerrisdale Advisers Miami, Florida	$0	-$1.32M	0	–	Closed
3572	KCM KSA Capital Management Morristown, New Jersey	$0	-$3.06M	0	–	Closed
3573	Larson Financial Group St Louis, Missouri	$0	-$288K	0	–	Closed
3574	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$0	-$2.48M	0	–	Closed
3575	LCM Legato Capital Management San Francisco, California	$0	-$1.82M	0	–	Closed