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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	WP Wedgewood Partners St Louis, Missouri	$166M	+$9.83M	1	3.46%	Increased
427	SCM Steadfast Capital Management New York	$165M	+$147M	2	3.78%	New
428	Gabelli Funds Rye, New York	$165M	+$8.44M	7	0.88%	Increased
429	RG Renaissance Group Covington, Kentucky	$164M	+$22.8M	9	6.63%	Increased
430	Stephens Investment Management Group Houston, Texas	$164M	+$19.1M	12	5.49%	Increased
431	PCM Pennant Capital Management Summit, New Jersey	$163M	+$30.2M	2	2.79%	Increased
432	CCM Cadence Capital Management Boston, Massachusetts	$162M	-$32.4M	24	6.16%	Reduced
433	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$161M	-$10.7M	3	2.04%	Reduced
434	1919 Investment Counsel Baltimore, Maryland	$161M	+$11.4M	23	3.36%	Increased
435	Anchor Capital Advisors Boston, Massachusetts	$161M	+$39.4M	6	3.19%	Increased
436	RCM Riverhead Capital Management Wilmington, Delaware	$159M	-$23.5M	14	4.21%	Reduced
437	SIG Senator Investment Group New York	$157M	$0	1	1.81%	Maintained
438	TCOTO Trust Company of the Ozarks Springfield, Missouri	$157M	+$133K	9	45.02%	Increased
439	Pinnacle Associates New York	$157M	-$2.87M	9	3.07%	Reduced
440	SAM Southernsun Asset Management Memphis, Tennessee	$157M	-$4.48M	1	3.2%	Reduced
441	Huntington National Bank Columbus, Ohio	$157M	-$773K	46	4.14%	Reduced
442	HI Honeywell International Charlotte, North Carolina	$156M	+$31.1M	5	3.74%	Increased
443	Wilmington Trust Wilmington, Delaware	$156M	+$484K	19	2.63%	Increased
444	DCM Dupont Capital Management Wilmington, Delaware	$155M	-$62.2M	11	2.71%	Reduced
445	IC Inverness Counsel New York	$155M	+$19.2M	6	12.3%	Increased
446	SRIM Saratoga Research & Investment Management Saratoga, California	$153M	-$9.65M	5	16.28%	Reduced
447	Palisade Capital Management Fort Lee, New Jersey	$153M	-$13.1M	12	3.98%	Reduced
448	HighTower Advisors Chicago, Illinois	$152M	+$12.5M	27	3.13%	Increased
449	CAM Capstone Asset Management Houston, Texas	$152M	-$48.5M	47	4.43%	Reduced
450	ACM American Capital Management New York	$152M	+$5.94M	10	18.86%	Increased