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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
4751	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$12K	-$79.4K	3	0.01%	Reduced
4752	TFA Transamerica Financial Advisors St. Petersburg, Florida	$11K	-$791	7	0.23%	Reduced
4753	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$10K	-$1.44M	1	0%	Reduced
4754	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$7K	-$4.38M	1	0.04%	Reduced
4755	CI Cordant Inc Portland, Oregon	$4K	$0	1	0%	Maintained
4756	QVR San Francisco, California	$3K	+$2.46K	1	0%	New
4757	HFS Horizon Financial Services Winston Salem, North Carolina	$2K	+$1.57K	1	0%	New
4758	KFAA Klaas Financial Asset Advisors Loves Park, Illinois	$2K	+$2.15K	1	0%	New
4759	LPC Lion Point Capital New York	$2K	-$4.27M	1	0%	Reduced
4760	BIP Blueprint Investment Partners Greensboro, North Carolina	$1.89K	-$1.85M	3	1.53%	Reduced
4761	IAM Infusive Asset Management New York	$1K	+$818	1	0%	New
4762	AIA Arcadia Investment Advisors Eagle, Idaho	$514	$0	1	0%	Maintained
4763	AGFIA Accel Growth Fund IV Associates Palo Alto, California	$0	-$62.4M	0	–	Closed
4764	AIM Alambic Investment Management Belvedere, California	$0	-$732K	0	–	Closed
4765	Alphadyne Asset Management New York	$0	-$25.8M	0	–	Closed
4766	AW Alpha Windward Westwood, Massachusetts	$0	-$3.97M	0	–	Closed
4767	AIM Anatole Investment Management Central, Hong Kong	$0	-$25.9M	0	–	Closed
4768	Apollo Management Holdings New York	$0	-$3.49M	0	–	Closed
4769	AM Ares Management Los Angeles, California	$0	-$18.4M	0	–	Closed
4770	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$0	-$278K	0	–	Closed
4771	AVA Atlas Venture Advisors Boston, Massachusetts	$0	-$5.78M	0	–	Closed
4772	AC AWH Capital Dallas, Texas	$0	-$411K	0	–	Closed
4773	BCM Basswood Capital Management New York	$0	-$8.92M	0	–	Closed
4774	BCP Bayberry Capital Partners New York	$0	-$5.27M	0	–	Closed
4775	BBL Beck Bode LLC Dedham, Massachusetts	$0	-$37.4M	0	–	Closed