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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	Guardian Capital (Canada) Toronto, Ontario, Canada	$177M	-$9.72M	6	2.75%	Reduced
427	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$177M	-$6.1M	10	8.98%	Reduced
428	DFO Duquesne Family Office New York	$175M	+$99.2M	3	19.73%	Increased
429	Haverford Trust Company Radnor, Pennsylvania	$174M	+$30.3M	4	5.37%	Increased
430	ARC Absolute Return Capital Boston, Massachusetts	$173M	-$75.9M	28	2.5%	Reduced
431	GW&K Investment Management Boston, Massachusetts	$172M	+$1.11M	9	4.62%	Increased
432	WP Wedgewood Partners St Louis, Missouri	$172M	+$21.1M	1	3.18%	Increased
433	Cincinnati Insurance Fairfield, Ohio	$171M	$0	3	6.34%	Maintained
434	Segall Bryant & Hamill Chicago, Illinois	$171M	-$43M	15	4.09%	Reduced
435	Gabelli Funds Rye, New York	$171M	+$3.77M	7	0.89%	Increased
436	Anchor Capital Advisors Boston, Massachusetts	$168M	+$5.71M	6	3.35%	Increased
437	Two Sigma Advisers New York	$168M	+$8.73M	27	1.53%	Increased
438	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$168M	-$2.1M	3	2.01%	Reduced
439	OI Oakbrook Investments Lisle, Illinois	$167M	-$22.3M	19	5.28%	Reduced
440	Ariel Investments Chicago, Illinois	$167M	-$3.99M	5	2.04%	Reduced
441	Pinnacle Associates New York	$166M	-$4.83M	10	3.24%	Reduced
442	SRIM Saratoga Research & Investment Management Saratoga, California	$166M	+$4.63M	5	16.92%	Increased
443	Placemark Investments Chicago, Illinois	$166M	-$73.5M	45	3.17%	Reduced
444	RG Renaissance Group Covington, Kentucky	$165M	-$3.09M	8	6.54%	Reduced
445	Mutual of America Capital Management New York	$165M	-$3.31M	33	3.98%	Reduced
446	DVC Deer VII & Co Larchmont, New York	$164M	$0	1	42.76%	Maintained
447	HighTower Advisors Chicago, Illinois	$164M	+$3.24M	20	3.19%	Increased
448	Silvercrest Asset Management New York	$163M	-$30.3M	7	2.6%	Reduced
449	Asset Management One Tokyo, Japan	$163M	-$12.6M	27	2.56%	Reduced
450	Cohen & Steers New York	$162M	+$27.6M	3	0.49%	Increased