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 | |
|---|---|---|---|---|---|---|---|
| 3576 |
SA
Springowl Associates
New York
| $0 | -$93K | 0 | – | Closed |
|
| 3577 |
TP
Thunderbird Partners
London,
United Kingdom
| $0 | -$63.7M | 0 | – | Closed |
|
| 3578 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
| $0 | -$34.1M | 0 | – | Closed |
|
| 3579 |
TCSAM
Tyrus Capital S.A.M.
Monaco
| $0 | -$3.95M | 0 | – | Closed |
|
| 3580 |
UIM
Underhill Investment Management
Greenbrae,
California
| $0 | -$622K | 0 | – | Closed |
|
| 3581 |
V
ValueWorks
New York
| $0 | -$628K | 0 | – | Closed |
|
| 3582 |
VCA
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $0 | -$933K | 0 | – | Closed |
|
| 3583 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
| $0 | -$24.8M | 0 | – | Closed |
|
| 3584 |
WMRU
William Marsh Rice University
Houston,
Texas
| $0 | -$321K | 0 | – | Closed |
|
| 3585 |
YP
YG Partners
New York
| $0 | -$10.4M | 0 | – | Closed |
|