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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
6076	BL Bleichroeder LP New York	$163K	$0	1	0.04%	Maintained
6077	FCM FourWorld Capital Management New York	$143K	+$149K	1	0.09%	New
6078	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$135K	-$20.1M	1	0.04%	Reduced
6079	SM Sabby Management Miami Beach, Florida	$129K	+$1.8M	1	0.07%	Increased
6080	GG Gleason Group Prospect, Kentucky	$127K	-$102K	3	0.03%	Reduced
6081	PS PayPay Securities Tokyo, Japan	$116K	-$18.5K	12	5.78%	Reduced
6082	MG MilWealth Group Milwaukee, Wisconsin	$109K	-$4.05K	2	0.03%	Reduced
6083	ECM Engine Capital Management New York	$99.9K	$0	1	0.02%	Maintained
6084	PLU Performa Ltd (US) Charleston, South Carolina	$98.5K	+$23.3K	10	0.04%	Increased
6085	APW Atlantic Private Wealth Chapel Hill, North Carolina	$86.6K	+$4.05K	2	0.07%	Increased
6086	BFS Bare Financial Services Gap, Pennsylvania	$84.5K	-$7.38K	1	0.08%	Reduced
6087	WFA Wells Financial Advisors Framingham, Massachusetts	$71.5K	$0	1	0.05%	Maintained
6088	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$64.3K	$0	1	0.02%	Maintained
6089	TC TradeLink Capital Chicago, Illinois	$52K	-$218K	1	0.77%	Reduced
6090	TCM Tanaka Capital Management New York	$45K	$0	1	0.11%	Maintained
6091	LPC Lion Point Capital New York	$42.1K	$0	1	0.02%	Maintained
6092	CH CVI Holdings Wilmington, Delaware	$36.2K	-$672K	1	0.03%	Reduced
6093	DCP Distillate Capital Partners Chicago, Illinois	$27.4K	+$1.01K	2	4.59%	Increased
6094	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$27.3K	-$1.03M	2	0.98%	Reduced
6095	AMC Atlas Merchant Capital New York	$25.2K	$0	1	0.01%	Maintained
6096	ACM Atalaya Capital Management New York	$25K	$0	1	0.03%	Maintained
6097	MUFG Securities (Canada) New York	$17.6K	+$17.7K	2	0%	New
6098	FSI Flow State Investments Chicago, Illinois	$16.5K	-$1.54M	1	0%	Reduced
6099	CFM Crawford Fund Management Boston, Massachusetts	$14.4K	-$6.31M	1	0%	Reduced
6100	TCM Tuttle Capital Management Riverside, Connecticut	$3.7K	$0	1	0.03%	Maintained