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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
6101	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$1.65K	$0	1	0%	Maintained
6102	AIA Acute Investment Advisory Mesa, Arizona	$0	-$540K	0	–	Closed
6103	ARIS Advanced Research Investment Solutions Los Angeles, California	$0	-$336K	0	–	Closed
6104	AGC Alden Global Capital Brandon, Florida	$0	-$9.68M	0	–	Closed
6105	AACA American Assets Capital Advisers San Diego, California	$0	-$1.63M	0	–	Closed
6106	AGC Angelo Gordon & Co New York	$0	-$17.1M	0	–	Closed
6107	ARGA Investment Management Stamford, Connecticut	$0	-$447K	0	–	Closed
6108	AIM Ausbil Investment Management Sydney, Australia	$0	-$184K	0	–	Closed
6109	BFM Blacksheep Fund Management Co. Dublin, Ireland	$0	-$23.8M	0	–	Closed
6110	BT Brandywine Trust Hockessin, Delaware	$0	-$3.69M	0	–	Closed
6111	BCM Brightlight Capital Management Westport, Connecticut	$0	-$8.46M	0	–	Closed
6112	BCP BSN Capital Partners London, United Kingdom	$0	-$44M	0	–	Closed
6113	CC Cannell Capital Alta, Wyoming	$0	-$8.33M	0	–	Closed
6114	CTC Chai Trust Company Chicago, Illinois	$0	-$588K	0	–	Closed
6115	CCM Chicago Capital Management Chicago, Illinois	$0	-$1.76M	0	–	Closed
6116	CP Clayton Partners Berkeley, California	$0	-$4.8M	0	–	Closed
6117	CSCSIM Clear Sky Carbon Solutions Investment Management Bellaire, Texas	$0	-$6.52M	0	–	Closed
6118	CF Convergence Financial Columbia, Missouri	$0	-$219K	0	–	Closed
6119	CW Cooksen Wealth The Woodlands, Texas	$0	-$91.1K	0	–	Closed
6120	CWP Curated Wealth Partners El Segundo, California	$0	-$12.5M	0	–	Closed
6121	CWM Curi Wealth Management Raleigh, North Carolina	$0	-$30.5M	0	–	Closed
6122	DAM Deepwater Asset Management Minneapolis, Minnesota	$0	-$488K	0	–	Closed
6123	ESCM Echo Street Capital Management New York	$0	-$16.3M	0	–	Closed
6124	EH EMG Holdings Old Greenwich, Connecticut	$0	-$377K	0	–	Closed
6125	ECM Engle Capital Management Greenwich, Connecticut	$0	-$20.8M	0	–	Closed