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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	AWA Artemis Wealth Advisors New York	$25.3K	$0	1	0.01%	Maintained
3552	Advent Capital Management New York	$23K	-$1.46M	5	0%	Reduced
3553	LGWM Litman Gregory Wealth Management Larkspur, California	$17K	$0	2	0.01%	Maintained
3554	DPA Delphi Private Advisors San Diego, California	$16K	$0	1	0.05%	Maintained
3555	Tortoise Capital Advisors Overland Park, Kansas	$16K	+$360	3	0%	Increased
3556	SCM Stumpf Capital Management Scottsdale, Arizona	$9K	$0	1	0.01%	Maintained
3557	TODC Trustees of Dartmouth College Hanover, New Hampshire	$9K	$0	1	0.01%	Maintained
3558	NR Newfound Research Wellesley Hills, Massachusetts	$2K	+$140	2	0%	Increased
3559	ACM Ailanthus Capital Management New York	$0	-$7.32M	0	–	Closed
3560	AH Allen Holding New York	$0	-$2.39M	0	–	Closed
3561	AAM Alpine Associates Management Palm Beach, Florida	$0	-$17.8M	0	–	Closed
3562	AFA Alta Fundamental Advisers New York	$0	-$1.23M	0	–	Closed
3563	ACM Altalis Capital Management New York	$0	-$2.84M	0	–	Closed
3564	AFM Anson Funds Management Dallas, Texas	$0	-$4.27M	0	–	Closed
3565	AF Aristotle Fund Portland, Maine	$0	-$4.27M	0	–	Closed
3566	BO Bach Option Wanchai, Hong Kong	$0	-$222K	0	–	Closed
3567	BI BlueSpruce Investments Chicago, Illinois	$0	-$145M	0	–	Closed
3568	BI Boulegeris Investments Sandy Springs, Georgia	$0	-$4.86M	0	–	Closed
3569	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$0	-$200K	0	–	Closed
3570	BI Bulldog Investors Saddle Brook, New Jersey	$0	-$6.18M	0	–	Closed
3571	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$0	-$601K	0	–	Closed
3572	CCM Cerrano Capital Management New York	$0	-$10.2M	0	–	Closed
3573	CS Cisco Systems San Jose, California	$0	-$109M	0	–	Closed
3574	CPA Columbia Pacific Advisors Seattle, Washington	$0	-$4.83M	0	–	Closed
3575	CSC Cove Street Capital El Segundo, California	$0	-$1.56M	0	–	Closed