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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
401	Commerce Bank Kansas City, Missouri	$220M	+$27.1M	24	3.45%	Increased
402	Abrams Capital Management Boston, Massachusetts	$220M	$0	1	14.93%	Maintained
403	NSCM New South Capital Management Memphis, Tennessee	$220M	+$26.7M	3	5.67%	Increased
404	RCM Riverhead Capital Management Wilmington, Delaware	$219M	-$26.3M	19	3.32%	Reduced
405	MAMU Marathon Asset Management (UK) London, United Kingdom	$219M	+$6.54M	4	5%	Increased
406	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$219M	-$6.12M	9	6.58%	Reduced
407	LI LMCG Investments Boston, Massachusetts	$219M	+$4.12M	17	4.71%	Increased
408	MVIP Mar Vista Investment Partners Los Angeles, California	$218M	-$909K	3	12.01%	Reduced
409	BB&T Securities Richmond, Virginia	$217M	-$42M	21	4.61%	Reduced
410	HighTower Advisors Chicago, Illinois	$217M	-$14.7M	26	3.48%	Reduced
411	ACM American Capital Management New York	$217M	-$5.44M	12	20.69%	Reduced
412	CC Capital Counsel New York	$216M	-$11.7M	5	10.7%	Reduced
413	WestEnd Advisors Charlotte, North Carolina	$215M	-$6.6M	2	9.96%	Reduced
414	HCMT Highland Capital Management (Texas) Dallas, Texas	$215M	+$97.3M	10	4.38%	Increased
415	IC Inverness Counsel New York	$215M	-$8.27M	7	15.57%	Reduced
416	Castleark Management Chicago, Illinois	$214M	-$5.56M	20	5.73%	Reduced
417	Fjarde Ap-fonden Stockholm, Sweden	$213M	-$9.95M	24	5.15%	Reduced
418	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$213M	+$66.5M	7	9.72%	Increased
419	Oregon Public Employees Retirement Fund Tigard, Oregon	$212M	-$16.2M	37	4.92%	Reduced
420	Factory Mutual Insurance Waltham, Massachusetts	$212M	-$11.8M	7	2.77%	Reduced
421	SCCM Schafer Cullen Capital Management New York	$209M	-$17.3M	2	2.16%	Reduced
422	USS Investment Management London, United Kingdom	$205M	-$59.1M	2	3.25%	Reduced
423	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$203M	-$46.7M	3	6.24%	Reduced
424	Douglas C. Lane & Associates New York	$203M	-$1.18M	9	5.46%	Reduced
425	GW&K Investment Management Boston, Massachusetts	$203M	-$11.4M	9	4.62%	Reduced