← All themes

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
CFG
CNO Financial Group
Indiana
$58.1K $0 1 0.25% Maintained
5702
EP
Elkhorn Partners
Nebraska
$54K -$17.9K 2 0.04% Reduced
5703
WFA
Wells Financial Advisors
Massachusetts
$53.7K $0 1 0.04% Maintained
5704
SM
Sabby Management
Florida
$53.1K +$251K 1 0.04% Increased
5705
SL
Savior LLC
Massachusetts
$35K $0 3 0.24% Maintained
5706
LPC
Lion Point Capital
New York
$31.6K $0 1 0.01% Maintained
5707
TCM
Tanaka Capital Management
New York
$30K $0 1 0.09% Maintained
5708
DCP
Distillate Capital Partners
Illinois
$23.9K -$2.18K 2 6.02% Reduced
5709
CI
Cordant Inc
Oregon
$18.7K $0 2 0.01% Maintained
5710
Valor Management
Valor Management
Illinois
$8.46K +$5 1 0% Increased
5711
TCM
Tuttle Capital Management
Connecticut
$7.14K $0 1 0.05% Maintained
5712
FIG
Fortress Investment Group
New York
$2.43K $0 1 0% Maintained
5713
1I
1888 Investments
Colorado
$0 -$285K 0 – Closed
5714
ACM
Absolute Capital Management
Pennsylvania
$0 -$3.98M 0 – Closed
5715
AAM
Ameraudi Asset Management
New York
$0 -$402K 0 – Closed
5716
ACL
APEIRON Capital Ltd
Hong Kong
$0 -$6.1M 0 – Closed
5717
ACA
Apis Capital Advisors
New York
$0 -$504K 0 – Closed
5718
Apollo Management Holdings
Apollo Management Holdings
New York
$0 -$399K 0 – Closed
5719
ACM
Aryeh Capital Management
Ontario, Canada
$0 -$24.1M 0 – Closed
5720
AWP
Atlas Wealth Partners
Pennsylvania
$0 -$2.41M 0 – Closed
5721
BT
Brandywine Trust
Delaware
$0 -$553K 0 – Closed
5722
CM
Capital Management
Virginia
$0 -$201K 0 – Closed
5723
CCA
Castle Creek Arbitrage
Colorado
$0 -$172K 0 – Closed
5724
CMG
Cavalry Management Group
California
$0 -$64.6M 0 – Closed
5725
CAM
CenterStar Asset Management
Illinois
$0 -$3.87M 0 – Closed
227 228
229
230 231