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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
4301
GG
GenWealth Group
New Jersey
$0 -$307K 0 – Closed
4302
GCM
Gladius Capital Management
Illinois
$0 -$1.69M 0 – Closed
4303
Glenview Capital Management
Glenview Capital Management
New York
$0 -$33M 0 – Closed
4304
GTP
Global Thematic Partners
New York
$0 -$127M 0 – Closed
4305
GAMA
Graticule Asia Macro Advisors
New York
$0 -$7.87M 0 – Closed
4306
GC
Greenlight Capital
New York
$0 -$11.6M 0 – Closed
4307
GTCM
Gyon Technologies Capital Management
New Jersey
$0 -$2.18M 0 – Closed
4308
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$0 -$17.5M 0 – Closed
4309
IAM
Impala Asset Management
Florida
$0 -$52M 0 – Closed
4310
ICM
Indaba Capital Management
California
$0 -$6.01M 0 – Closed
4311
ICA
Infrastructure Capital Advisors
New York
$0 -$16K 0 – Closed
4312
ITP
Iron Triangle Partners
Connecticut
$0 -$6.47M 0 – Closed
4313
JP
Jana Partners
New York
$0 -$39.2M 0 – Closed
4314
JAM
JW Asset Management
Florida
$0 -$12.1M 0 – Closed
4315
KSCM
Key Square Capital Management
Connecticut
$0 -$131M 0 – Closed
4316
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0 -$6.66M 0 – Closed
4317
LSA
Lion Street Advisors
Texas
$0 -$375K 0 – Closed
4318
LM
Luminus Management
Texas
$0 -$20.4M 0 – Closed
4319
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$0 -$7.67M 0 – Closed
4320
MTCM
Mint Tower Capital Management
Netherlands
$0 -$4.27M 0 – Closed
4321
MAM
Monaco Asset Management
Monaco
$0 -$883K 0 – Closed
4322
NFT
Nan Fung Trinity
Hong Kong
$0 -$7.49M 0 – Closed
4323
NS
NewDay Solutions
New Hampshire
$0 -$399K 0 – Closed
4324
NR
Newfound Research
Massachusetts
$0 -$1K 0 – Closed
4325
OMC
Oak Management Corp
Connecticut
$0 -$69K 0 – Closed