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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
6801
TIG
Tribune Investment Group
New York
$0 -$23.3M 0 – Closed
6802
UWM
United Wealth Management
Virginia
$0 -$207K 0 – Closed
6803
UOIF
University of Illinois Foundation
Illinois
$0 -$153K 0 – Closed
6804
VIG
Vienna Insurance Group
Poland
$0 -$3.58M 0 – Closed
6805
VBWMG
Von Berge Wealth Management Group
California
$0 -$1.93M 0 – Closed
6806
WU
Washington University
Missouri
$0 -$10.3M 0 – Closed
6807
WCMNY
Westchester Capital Management (New York)
New York
$0 -$4.58M 0 – Closed
6808
WOCP
White Oak Capital Partners
Singapore
$0 -$564K 0 – Closed
6809
WM
Wishbone Management
Illinois
$0 -$49.7M 0 – Closed