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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	LPC Lion Point Capital New York	$34.1K	$0	1	0.02%	Maintained
5702	SM Sabby Management Miami Beach, Florida	$29.4K	-$347K	1	0.02%	Reduced
5703	DCP Distillate Capital Partners Chicago, Illinois	$28K	-$15.2K	2	9.05%	Reduced
5704	CI Cordant Inc Portland, Oregon	$19.7K	$0	2	0.01%	Maintained
5705	RP Repertoire Partners New York	$15.7K	-$23.5M	2	0.02%	Reduced
5706	Valor Management Chicago, Illinois	$12K	+$15.1K	1	0%	New
5707	TCM Tuttle Capital Management Riverside, Connecticut	$7.37K	+$114K	1	0.03%	New
5708	FIG Fortress Investment Group New York	$3.57K	$0	1	0%	Maintained
5709	First Command Advisory Services Fort Worth, Texas	$134	-$40K	1	0%	Reduced
5710	ACM Acrisure Capital Management Austin, Texas	$0	-$3.34M	0	–	Closed
5711	AC Adelphi Capital London, United Kingdom	$0	-$507K	0	–	Closed
5712	AAM Alken Asset Management London, United Kingdom	$0	$0	0	–	Closed
5713	AE AMH Equity Great Neck, New York	$0	-$1.6M	0	–	Closed
5714	AFM Anson Funds Management Dallas, Texas	$0	-$1.57M	0	–	Closed
5715	AIA Arrow Investment Advisors Laurel, Maryland	$0	-$338K	0	–	Closed
5716	BWM BCS Wealth Management Johnson City, Tennessee	$0	-$462K	0	–	Closed
5717	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	-$30.5K	0	–	Closed
5718	BP BFAM Partners Northpoint, Hong Kong, Hong Kong	$0	-$288K	0	–	Closed
5719	BBCM Broad Bay Capital Management New York	$0	-$19.1M	0	–	Closed
5720	BF Brooklyn FI New York	$0	-$223K	0	–	Closed
5721	BU Brown University Providence, Rhode Island	$0	-$3.26M	0	–	Closed
5722	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$0	-$4.79M	0	–	Closed
5723	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$0	-$835K	0	–	Closed
5724	CZI Chan Zuckerberg Initiative Redwood City, California	$0	-$92.2M	0	–	Closed
5725	CCMU Cheyne Capital Management (UK) London, United Kingdom	$0	-$1.72M	0	–	Closed