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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
5726
CCM
Cobalt Capital Management
New Jersey
$0 -$4.2M 0 – Closed
5727
CFO
Colony Family Offices
North Carolina
$0 -$7.35M 0 – Closed
5728
CFA
Compass Financial Advisors
Indiana
$0 -$6.91M 0 – Closed
5729
CCP
Corbin Capital Partners
New York
$0 -$251K 0 – Closed
5730
CCM
Courage Capital Management
Tennessee
$0 -$688K 0 – Closed
5731
CCM
Crabel Capital Management
California
$0 -$7.25M 0 – Closed
5732
CA
Cresta Advisors
Texas
$0 -$405K 0 – Closed
5733
FC
Financial Consulate
Maryland
$0 -$7.91M 0 – Closed
5734
FTCM
First Trust Capital Management
Illinois
$0 -$77.8M 0 – Closed
5735
Flow Traders U.S.
Flow Traders U.S.
New York
$0 -$249K 0 – Closed
5736
GMH
General Motors Holdings
Michigan
$0 -$9.26M 0 – Closed
5737
GIM
Genesis Investment Management
United Kingdom
$0 -$4.68M 0 – Closed
5738
GIA
Goodwin Investment Advisory
Georgia
$0 -$272K 0 – Closed
5739
GBWM
Granite Bay Wealth Management
New Hampshire
$0 -$2.4M 0 – Closed
5740
GPCM
Granite Point Capital Management
Massachusetts
$0 -$2.19M 0 – Closed
5741
HIM
HGC Investment Management
Ontario, Canada
$0 -$4.88M 0 – Closed
5742
IWM
Iams Wealth Management
Nebraska
$0 -$2.21M 0 – Closed
5743
IAM
Impala Asset Management
Florida
$0 -$3.75M 0 – Closed
5744
IFPL
Investments & Financial Planning LLC
Kentucky
$0 -$204K 0 – Closed
5745
ITP
Iron Triangle Partners
Connecticut
$0 -$15.7M 0 – Closed
5746
JCA
Jade Capital Advisors
New Jersey
$0 -$2.39M 0 – Closed
5747
JAWM
J. Arnold Wealth Management
Ohio
$0 -$203K 0 – Closed
5748
JHU
Johns Hopkins University
Maryland
$0 -$352K 0 – Closed
5749
KCM
KM Capital Management
Texas
$0 -$313K 0 – Closed
5750
LPU
Lansdowne Partners (UK)
United Kingdom
$0 -$418K 0 – Closed