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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	Beck Mack & Oliver New York	$211M	-$49.8M	5	7.2%	Reduced
427	SAM Shell Asset Management The Hague, Netherlands	$211M	-$82M	29	4.98%	Reduced
428	Cincinnati Insurance Fairfield, Ohio	$210M	$0	3	7.68%	Maintained
429	QS Investors New York	$210M	+$44.9M	50	2.03%	Increased
430	Ariel Investments Chicago, Illinois	$209M	-$5.81M	6	2.51%	Reduced
431	RIM Rainier Investment Management Seattle, Washington	$208M	-$25.4M	12	8.11%	Reduced
432	HL Financial Services Louisville, Kentucky	$207M	+$4.2M	14	5.3%	Increased
433	GW&K Investment Management Boston, Massachusetts	$207M	-$18.4M	9	4.85%	Reduced
434	CC Capital Counsel New York	$206M	-$8.29M	5	10.92%	Reduced
435	HCMT Highland Capital Management (Texas) Dallas, Texas	$205M	-$23.3M	9	6.55%	Reduced
436	Utah Retirement Systems Salt Lake City, Utah	$204M	+$283K	36	5.54%	Increased
437	ORI Oak Ridge Investments Chicago, Illinois	$203M	+$19.1M	6	4.85%	Increased
438	HCM Hoplite Capital Management New York	$202M	-$54.1M	2	8.75%	Reduced
439	CC Carlson Capital Dallas, Texas	$202M	-$146M	7	2.25%	Reduced
440	SCM Sirios Capital Management Boston, Massachusetts	$199M	-$2.13M	5	7.21%	Reduced
441	Douglas C. Lane & Associates New York	$197M	-$18.7M	10	5.32%	Reduced
442	Raymond James Financial Services Advisors St. Petersburg, Florida	$195M	+$48.9M	22	2.28%	Increased
443	Rothschild & Co Asset Management US Stamford, Connecticut	$194M	-$18.5M	16	3.54%	Reduced
444	Mutual of America Capital Management New York	$194M	-$552K	43	4.35%	Reduced
445	Troy Asset Management London, United Kingdom	$194M	-$21M	2	11.52%	Reduced
446	BCM Bares Capital Management Austin, Texas	$193M	+$64M	3	15.14%	Increased
447	Apex Capital Management Dayton, Ohio	$191M	+$21M	13	4.27%	Increased
448	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$190M	-$2.68M	10	10.37%	Reduced
449	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$188M	-$84.4K	1	15.22%	Reduced
450	CCM Cadian Capital Management New York	$187M	+$9.54M	6	6.73%	Increased