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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
5676	WFA Wells Financial Advisors Framingham, Massachusetts	$40.8K	$0	1	0.03%	Maintained
5677	DCP Distillate Capital Partners Chicago, Illinois	$34.2K	-$31.9M	3	3.16%	Reduced
5678	TCM Tanaka Capital Management New York	$33K	$0	1	0.1%	Maintained
5679	WCM Whitefort Capital Management New York	$25.6K	-$18.3M	1	0.02%	Reduced
5680	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$12K	-$464	6	0.01%	Reduced
5681	Peconic Partners New York	$6.13K	$0	1	0%	Maintained
5682	Simplify Asset Management Las Vegas, Nevada	$6.1K	-$309K	1	0%	Reduced
5683	CI Cordant Inc Portland, Oregon	$4.23K	$0	1	0%	Maintained
5684	FIG Fortress Investment Group New York	$2.27K	$0	1	0%	Maintained
5685	JC JCSD Capital Walnut Creek, California	$264	-$354K	1	0%	Reduced
5686	ARIS Advanced Research Investment Solutions Los Angeles, California	$0	-$972K	0	–	Closed
5687	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$0	-$86K	0	–	Closed
5688	AAM Alken Asset Management London, United Kingdom	$0	+$1.13M	1	0%	New
5689	ACM AlphaCrest Capital Management New York	$0	-$121M	0	–	Closed
5690	AFCM Alta Fox Capital Management Fort Worth, Texas	$0	-$3.67M	0	–	Closed
5691	AFA Alta Fundamental Advisers New York	$0	-$16.6M	0	–	Closed
5692	AC AMS Capital Sao Paulo, Brazil	$0	-$3.82M	0	–	Closed
5693	ACK Andrew C. Karlinski	$0	-$224K	0	–	Closed
5694	ACM Anfield Capital Management Irvine, California	$0	-$387K	0	–	Closed
5695	AGC Angelo Gordon & Co New York	$0	-$38.7M	0	–	Closed
5696	ACL APEIRON Capital Ltd Hong Kong	$0	-$4.66M	0	–	Closed
5697	AC Apogem Capital New York	$0	-$15.4M	0	–	Closed
5698	ACA Arena Capital Advisors Los Angeles, California	$0	-$775K	0	–	Closed
5699	AAG Avalon Advisory Group Wexford, Pennsylvania	$0	-$348K	0	–	Closed
5700	BCVI Bain Capital Venture Investors Boston, Massachusetts	$0	-$263M	0	–	Closed