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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	TI Turner Investments Berwyn, Pennsylvania	$173M	-$178M	19	7.67%	Reduced
427	VM Valinor Management New York	$173M	+$24.5M	2	4.73%	Increased
428	Numeric Investors Boston, Massachusetts	$173M	-$77.4M	14	2.59%	Reduced
429	Haverford Trust Company Radnor, Pennsylvania	$173M	+$2.75M	4	5.07%	Increased
430	HL Financial Services Louisville, Kentucky	$173M	-$3.27M	13	5.03%	Reduced
431	MVIP Mar Vista Investment Partners Los Angeles, California	$172M	+$47.5M	3	10.68%	Increased
432	Gabelli Funds Rye, New York	$171M	+$1.13M	7	0.85%	Increased
433	Cincinnati Insurance Fairfield, Ohio	$171M	$0	3	6.17%	Maintained
434	1919 Investment Counsel Baltimore, Maryland	$170M	-$3.49M	23	3.48%	Reduced
435	Scout Investments Kansas City, Missouri	$170M	-$91.1M	5	1.98%	Reduced
436	Guardian Capital (Canada) Toronto, Ontario, Canada	$170M	-$12.4M	6	2.45%	Reduced
437	KI Kalmar Investments Greenville, Delaware	$169M	-$123M	8	2.9%	Reduced
438	Placemark Investments Chicago, Illinois	$169M	+$2.23M	44	3.02%	Increased
439	CAM ClariVest Asset Management San Diego, California	$169M	+$21M	12	6.38%	Increased
440	Segall Bryant & Hamill Chicago, Illinois	$168M	-$5.2M	15	4.01%	Reduced
441	SRIM Saratoga Research & Investment Management Saratoga, California	$168M	+$3.34M	5	16.72%	Increased
442	ACM American Capital Management New York	$167M	+$8.47M	11	18.81%	Increased
443	LAM Lapides Asset Management Greenwich, Connecticut	$167M	+$10.5M	11	22.61%	Increased
444	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$166M	-$23.6M	1	2.81%	Reduced
445	EP Edinburgh Partners Edinburgh, United Kingdom	$166M	-$20.1M	1	16.59%	Reduced
446	TU TDAM USA Toronto, Ontario, Canada	$164M	+$1.38M	8	6.92%	Increased
447	LI LMCG Investments Boston, Massachusetts	$164M	+$1.5M	13	3.54%	Increased
448	Asset Management One Tokyo, Japan	$164M	-$1.09M	25	2.45%	Reduced
449	Mirae Asset Global Investments Seoul, South Korea	$162M	+$75M	9	3.61%	Increased
450	ACM Andor Capital Management Rye Brook, New York	$162M	+$29.4M	3	8.78%	Increased