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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	DRS Deane Retirement Strategies New Orleans, Louisiana	$7K	-$3.18M	1	0.01%	Reduced
3552	NR Newfound Research Wellesley Hills, Massachusetts	$2K	+$139	2	0%	Increased
3553	ACM Akanthos Capital Management Woodland Hills, California	$0	-$417K	0	–	Closed
3554	AGM Alpine Global Management New York	$0	-$346K	0	–	Closed
3555	AC AMS Capital Sao Paulo, Brazil	$0	-$5.08M	0	–	Closed
3556	AA Antipodean Advisors New York	$0	-$3.52M	0	–	Closed
3557	AC Argentiere Capital Zug, Switzerland	$0	-$840K	0	–	Closed
3558	BPCM Beach Point Capital Management Santa Monica, California	$0	-$9.43M	0	–	Closed
3559	Berkshire Hathaway Omaha, Nebraska	$0	-$29.6M	0	–	Closed
3560	BWM Brickley Wealth Management San Mateo, California	$0	-$273K	0	–	Closed
3561	CAM Chandler Asset Management San Diego, California	$0	-$125K	0	–	Closed
3562	CCPM Cooper Creek Partners Management New York	$0	-$3.98M	0	–	Closed
3563	CCA Covey Capital Advisors Atlanta, Georgia	$0	-$229K	0	–	Closed
3564	DCCA D.C. Capital Advisors New York	$0	-$7.67M	0	–	Closed
3565	DRW Securities Chicago, Illinois	$0	-$925K	0	–	Closed
3566	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$1.42M	0	–	Closed
3567	EU Emory University Atlanta, Georgia	$0	-$2.15M	0	–	Closed
3568	Equity Investment Corp Atlanta, Georgia	$0	-$52.8M	0	–	Closed
3569	ECAU Everett Capital Advisors (UK) London, United Kingdom	$0	-$8.76M	0	–	Closed
3570	FTCM First Trust Capital Management Chicago, Illinois	$0	-$15.5M	0	–	Closed
3571	FHAM Folger Hill Asset Management New York	$0	-$54.2M	0	–	Closed
3572	FFM Fullerton Fund Management Singapore	$0	-$40.8M	0	–	Closed
3573	Gates Capital Management New York	$0	-$54.5M	0	–	Closed
3574	HP Harbourvest Partners Boston, Massachusetts	$0	-$7.35M	0	–	Closed
3575	HFP Holistic Financial Partners Indianapolis, Indiana	$0	-$1.52M	0	–	Closed