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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	SGAM Smith Group Asset Management Dallas, Texas	$184M	+$16.6M	12	7%	Increased
427	Ariel Investments Chicago, Illinois	$184M	+$228K	6	2.3%	Increased
428	Jupiter Investment Management London, United Kingdom	$184M	+$23M	12	5.2%	Increased
429	CAM ClariVest Asset Management San Diego, California	$184M	+$5.74M	18	5.53%	Increased
430	SCM Sirios Capital Management Boston, Massachusetts	$183M	+$108M	5	5.99%	Increased
431	MAI Marble Arch Investments New York	$183M	+$66.9M	4	14.06%	Increased
432	SAM Southernsun Asset Management Memphis, Tennessee	$182M	-$35.6M	1	4.02%	Reduced
433	DCM Daruma Capital Management New York	$182M	-$53.2M	3	11.17%	Reduced
434	Utah Retirement Systems Salt Lake City, Utah	$182M	+$1.12M	36	5.2%	Increased
435	CAM Contour Asset Management New York	$181M	-$110M	3	10.46%	Reduced
436	SG Americas Securities New York	$180M	+$561M	41	1.07%	Increased
437	Cambiar Investors Denver, Colorado	$179M	+$30.1M	4	2.65%	Increased
438	HL Financial Services Louisville, Kentucky	$179M	+$3.88M	13	5.05%	Increased
439	Marshall Wace London, United Kingdom	$179M	-$50.9M	24	2.2%	Reduced
440	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$179M	-$33.5M	9	7.01%	Reduced
441	MVIP Mar Vista Investment Partners Los Angeles, California	$178M	-$26.9M	3	10.68%	Reduced
442	Mutual of America Capital Management New York	$176M	+$3.87M	42	4.17%	Increased
443	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$174M	-$1.37M	10	9.87%	Reduced
444	VM Valinor Management New York	$173M	-$4.11M	2	4.57%	Reduced
445	Troy Asset Management London, United Kingdom	$173M	+$8.68M	2	10.55%	Increased
446	Bank of Nova Scotia Toronto, Ontario, Canada	$173M	-$160M	26	0.93%	Reduced
447	Capital Fund Management (CFM) Paris, France	$172M	+$36.1M	16	1.93%	Increased
448	ORI Oak Ridge Investments Chicago, Illinois	$172M	-$1.45M	6	4.1%	Reduced
449	TGCM Tukman Grossman Capital Management Larkspur, California	$172M	-$16.6M	2	9.98%	Reduced
450	RC RGM Capital Naples, Florida	$172M	+$29.5M	5	22.91%	Increased