← 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
6076	AMC Atlas Merchant Capital New York	$77.5K	-$2.68M	1	0.02%	Reduced
6077	APW Atlantic Private Wealth Chapel Hill, North Carolina	$73.8K	-$7.01K	2	0.07%	Reduced
6078	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$67.3K	-$2.28M	1	0.02%	Reduced
6079	WFA Wells Financial Advisors Framingham, Massachusetts	$63.9K	$0	1	0.05%	Maintained
6080	HLAM Hidden Lake Asset Management New York	$55.6K	$0	1	0.04%	Maintained
6081	TC Torno Capital Cohasset, Massachusetts	$49.5K	+$50.5K	1	0.01%	New
6082	First Beijing Investment Ltd Hong Kong	$46.7K	+$40.8K	4	0.01%	New
6083	LPC Lion Point Capital New York	$37.6K	$0	1	0.02%	Maintained
6084	TCM Tanaka Capital Management New York	$35K	$0	1	0.09%	Maintained
6085	DCP Distillate Capital Partners Chicago, Illinois	$25.5K	$0	2	5.54%	Maintained
6086	EP Elkhorn Partners Omaha, Nebraska	$6K	-$53.1K	1	0%	Reduced
6087	TCM Tuttle Capital Management Riverside, Connecticut	$3.44K	$0	1	0.02%	Maintained
6088	FIG Fortress Investment Group New York	$2.97K	$0	1	0%	Maintained
6089	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$1.97K	-$126K	1	0%	Reduced
6090	AC Almitas Capital Santa Monica, California	$0	-$2.57M	0	–	Closed
6091	Alphadyne Asset Management New York	$0	-$30.3M	0	–	Closed
6092	AE AMH Equity Great Neck, New York	$0	-$1.48M	0	–	Closed
6093	ALWM Andrews Lucia Wealth Management Danville, California	$0	-$326K	0	–	Closed
6094	AC Antara Capital New York	$0	-$94.5K	0	–	Closed
6095	AI Arena Investors Purchase, New York	$0	-$4.4M	0	–	Closed
6096	APM Avidity Partners Management Dallas, Texas	$0	-$11.3M	0	–	Closed
6097	BDWCC B&D White Capital Company Lakeway, Texas	$0	-$3.6M	0	–	Closed
6098	BS Bessemer Securities New York	$0	-$9.72M	0	–	Closed
6099	Betterment LLC New York	$0	-$224K	0	–	Closed
6100	BGC Blue Grotto Capital Atlanta, Georgia	$0	-$8.12M	0	–	Closed