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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
6201
TCM
Tekne Capital Management
New York
$0 -$447K 0 – Closed
6202
Tenor Capital Management
Tenor Capital Management
New York
$0 -$4.87M 0 – Closed
6203
TPSF
Texas Permanent School Fund
Texas
$0 -$1.3B 0 – Closed
6204
TWP
TFO Wealth Partners
Ohio
$0 -$175K 0 – Closed
6205
TIM
Timelo Investment Management
Ontario, Canada
$0 -$1.58M 0 – Closed
6206
TWM
Trevian Wealth Management
Massachusetts
$0 -$4.09M 0 – Closed
6207
TB
Treynor Bancshares
Iowa
$0 -$827K 0 – Closed
6208
TM
Triatomic Management
California
$0 -$449K 0 – Closed
6209
VAM
Valliance Asset Management
Hong Kong
$0 -$1.09M 0 – Closed
6210
WI
Wafra Inc
New York
$0 -$288M 0 – Closed
6211
WHCFA
William Howard & Co Financial Advisors
Tennessee
$0 -$218K 0 – Closed
6212
WA
Win Advisors
Florida
$0 -$330K 0 – Closed
6213
WFM
Wolff Financial Management
Michigan
$0 -$2.88M 0 – Closed
6214
XC
XY Capital
Hong Kong
$0 -$803K 0 – Closed