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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
451	SGAM Smith Group Asset Management Dallas, Texas	$132M	+$130M	15	5.7%	New
452	IC Inverness Counsel New York	$129M	+$127M	4	11.46%	New
453	Cohen & Steers New York	$128M	+$135M	4	0.4%	New
454	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$128M	+$122M	15	3.12%	New
455	USSCPF United States Steel & Carnegie Pension Fund New York	$127M	+$120M	1	2.84%	New
456	City National Bank Beverly Hills, Delaware	$126M	+$129M	12	2.35%	New
457	TCOTO Trust Company of the Ozarks Springfield, Missouri	$126M	+$124M	9	41.73%	New
458	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$126M	+$127M	20	3.54%	New
459	London Company of Virginia Richmond, Virginia	$125M	+$126M	3	1.82%	New
460	Gofen & Glossberg Chicago, Illinois	$125M	+$128M	11	6.75%	New
461	DILH Dai-ichi Life Holdings Tokyo, Japan	$123M	+$126M	22	4.34%	New
462	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$123M	+$116M	9	9.93%	New
463	Capital Fund Management (CFM) Paris, France	$123M	+$127M	18	1.87%	New
464	QIM Quest Investment Management Lake Oswego, Oregon	$122M	+$128M	10	9.23%	New
465	HighTower Advisors Chicago, Illinois	$121M	+$122M	22	3.3%	New
466	Axiom Investors Greenwich, Connecticut	$120M	+$128M	7	4.35%	New
467	HL Financial Services Louisville, Kentucky	$119M	+$117M	8	4.39%	New
468	PIA Piedmont Investment Advisors Durham, North Carolina	$119M	+$118M	11	5.34%	New
469	LAM Lapides Asset Management Greenwich, Connecticut	$119M	+$114M	8	16.96%	New
470	Meyer Handelman Company Rye Brook, New York	$118M	+$122M	3	6.5%	New
471	1919 Investment Counsel Baltimore, Maryland	$118M	+$122M	22	2.76%	New
472	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$117M	+$118M	2	5.78%	New
473	Waverton Investment Management London, United Kingdom	$117M	+$115M	3	10.24%	New
474	New Mexico Educational Retirement Board Santa Fe, New Mexico	$117M	+$119M	14	4.79%	New
475	Commonwealth Equity Services Waltham, Massachusetts	$117M	+$120M	18	2.06%	New