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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
5701
BWS
BCR Wealth Strategies
Alabama
$0 -$52K 0 – Closed
5702
BWM
Biltmore Wealth Management
Arizona
$0 -$596K 0 – Closed
5703
BPM
Blue Pool Management
Hong Kong
$0 -$823K 0 – Closed
5704
BSAM
Blue Square Asset Management
New York
$0 -$264K 0 – Closed
5705
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$0 -$359K 0 – Closed
5706
BCM
Bronte Capital Management
Australia
$0 -$2.92M 0 – Closed
5707
BF
Brooklyn FI
New York
$0 -$279K 0 – Closed
5708
BAS
Brown Advisory Securities
Maryland
$0 -$2.31M 0 – Closed
5709
BI
Bulldog Investors
New Jersey
$0 -$663K 0 – Closed
5710
CA
Capitolis Advisors
New York
$0 -$109M 0 – Closed
5711
Castle Hook Partners
Castle Hook Partners
New York
$0 -$18.7M 0 – Closed
5712
CC
Cederberg Capital
United Kingdom
$0 -$4.92M 0 – Closed
5713
CLC
Charles-Lim Capital
Hong Kong
$0 -$17.5M 0 – Closed
5714
CCM
Cobalt Capital Management
New Jersey
$0 -$574K 0 – Closed
5715
CIEP
Constellation Investimentos e Participacoes
Brazil
$0 -$146K 0 – Closed
5716
Context Capital Management
Context Capital Management
California
$0 -$1.61M 0 – Closed
5717
CC
Cowbird Capital
New York
$0 -$3.22M 0 – Closed
5718
Crake Asset Management
Crake Asset Management
United Kingdom
$0 -$21.4M 0 – Closed
5719
CCMD
Cypress Capital Management (Delaware)
Delaware
$0 -$52.2M 0 – Closed
5720
DLPIC
Davide Leone & Partners Investment Company
United Kingdom
$0 -$17M 0 – Closed
5721
Deep Track Capital
Deep Track Capital
Connecticut
$0 -$4.25M 0 – Closed
5722
ER
Enlightenment Research
Florida
$0 -$6.08M 0 – Closed
5723
EFM
EQT Fund Management
Luxembourg
$0 -$398M 0 – Closed
5724
EC
Estate Counselors
Wisconsin
$0 -$186K 0 – Closed
5725
ECM
Evolution Capital Management
Nevada
$0 -$120K 0 – Closed