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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
5526	GCM Gator Capital Management Tampa, Florida	$0	-$201K	0	–	Closed
5527	GGH GCM Grosvenor Holdings Chicago, Illinois	$0	-$15.7M	0	–	Closed
5528	GCGDR Genoa Capital Gestora de Recursos Sao Paulo,	$0	-$2.9M	0	–	Closed
5529	GC Gillson Capital Chicago, Illinois	$0	-$10.7M	0	–	Closed
5530	GIM Greenwich Investment Management Norwalk, Connecticut	$0	-$213K	0	–	Closed
5531	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$0	-$5.17M	0	–	Closed
5532	HCM Harspring Capital Management New York	$0	-$5.91M	0	–	Closed
5533	HCM Hawkeye Capital Management Miami Beach, Florida	$0	-$4.67M	0	–	Closed
5534	Highbridge Capital Management New York	$0	-$15.8M	0	–	Closed
5535	HWCM Hudson Way Capital Management Dallas, Texas	$0	-$10.2M	0	–	Closed
5536	ICM III Capital Management Boca Raton, Florida	$0	+$470	1	0%	New
5537	ICA Infrastructure Capital Advisors New York	$0	-$207K	0	–	Closed
5538	IPW IronBridge Private Wealth Austin, Texas	$0	-$7.05M	0	–	Closed
5539	ICM ISZO Capital Management New York	$0	-$4.24M	0	–	Closed
5540	JCM J2 Capital Management Troy, Michigan	$0	-$373K	0	–	Closed
5541	KIP Kayak Investment Partners San Francisco, California	$0	-$12.8M	0	–	Closed
5542	KSCM Key Square Capital Management Stamford, Connecticut	$0	-$3.89M	0	–	Closed
5543	KCM Kids Capital Management Los Angeles, California	$0	-$3.25M	0	–	Closed
5544	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$0	-$6.17M	0	–	Closed
5545	LC Littlejohn & Co Greenwich, Connecticut	$0	-$196K	0	–	Closed
5546	LM Lockheed Martin Bethesda, Maryland	$0	-$166K	0	–	Closed
5547	MAP Madison Avenue Partners New York	$0	-$13.3M	0	–	Closed
5548	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$0	-$2.73M	0	–	Closed
5549	MAMHA MY.Alpha Management HK Advisors Hong Kong	$0	-$17.1M	0	–	Closed
5550	NFGH Nan Fung Group Holdings Kai Tak, Hong Kong	$0	-$3.05M	0	–	Closed