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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
426	Huntington National Bank Columbus, Ohio	$149M	+$153M	42	4.65%	New
427	CCM Cadence Capital Management Boston, Massachusetts	$149M	+$151M	19	6.99%	New
428	Palisade Capital Management Fort Lee, New Jersey	$148M	+$143M	12	4.27%	New
429	RG Renaissance Group Covington, Kentucky	$148M	+$149M	10	6.73%	New
430	GW&K Investment Management Boston, Massachusetts	$147M	+$139M	10	5.45%	New
431	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$147M	+$151M	8	8.81%	New
432	DL Delta Lloyd Amsterdam, Netherlands	$146M	+$153M	18	5.63%	New
433	Asset Management One Tokyo, Japan	$146M	+$147M	27	2.37%	New
434	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$146M	+$144M	4	9.54%	New
435	ORI Oak Ridge Investments Chicago, Illinois	$146M	+$147M	7	4.57%	New
436	Gabelli Funds Rye, New York	$145M	+$144M	8	0.88%	New
437	Wilmington Trust Wilmington, Delaware	$145M	+$148M	16	2.91%	New
438	MC Montag & Caldwell Atlanta, Georgia	$144M	+$155M	10	1.08%	New
439	MP MSD Partners New York	$141M	+$133M	1	7.73%	New
440	MCI McDonald Capital Investors Orinda, California	$141M	+$138M	2	19.4%	New
441	Mutual of America Capital Management New York	$141M	+$140M	31	4.16%	New
442	Chilton Investment Company Stamford, Connecticut	$140M	+$136M	5	3.75%	New
443	GP GLG Partners London, United Kingdom	$140M	+$134M	7	5.36%	New
444	Thomaspartners Boston, Massachusetts	$140M	+$128M	6	5.49%	New
445	Aristotle Capital Management Los Angeles, California	$139M	+$149M	4	3.81%	New
446	THSP Taube Hodson Stonex Partners London, United Kingdom	$137M	+$135M	2	13.48%	New
447	CCM Cornerstone Capital Management Edina, Minnesota	$136M	+$147M	2	4.49%	New
448	SSM Sound Shore Management Greenwich, Connecticut	$136M	+$129M	2	2.64%	New
449	WP Wedgewood Partners St Louis, Missouri	$134M	+$134M	1	3.86%	New
450	Pinnacle Associates New York	$132M	+$137M	9	2.97%	New