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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	SAM Southernsun Asset Management Memphis, Tennessee	$130M	+$15M	1	3.21%	Increased
452	KCM Kensico Capital Management Greenwich, Connecticut	$129M	+$127M	1	3.2%	New
453	Haverford Trust Company Radnor, Pennsylvania	$129M	-$40.7M	4	4.68%	Reduced
454	LAM Lapides Asset Management Greenwich, Connecticut	$128M	-$7.28M	8	17.02%	Reduced
455	IC Inverness Counsel New York	$128M	-$8.03M	4	10.98%	Reduced
456	HighTower Advisors Chicago, Illinois	$128M	+$4.88M	25	3.2%	Increased
457	PCM Pennant Capital Management Summit, New Jersey	$128M	+$115M	1	2.29%	New
458	SSM Sound Shore Management Greenwich, Connecticut	$127M	-$3.36M	2	2.37%	Reduced
459	SIG Senator Investment Group New York	$127M	-$95.1M	1	1.83%	Reduced
460	Castleark Management Chicago, Illinois	$127M	-$63.7M	13	3.57%	Reduced
461	RG Renaissance Group Covington, Kentucky	$126M	-$26.3M	9	5.33%	Reduced
462	Driehaus Capital Management Chicago, Illinois	$125M	-$10.1M	18	4.84%	Reduced
463	NG NatWest Group Edinburgh, Scotland, United Kingdom	$124M	-$182M	27	3.61%	Reduced
464	Arrowstreet Capital Boston, Massachusetts	$123M	-$72.7M	23	0.78%	Reduced
465	City National Bank Beverly Hills, Delaware	$123M	-$7.82M	12	2.18%	Reduced
466	HI Honeywell International Charlotte, North Carolina	$121M	+$4.46M	5	3.12%	Increased
467	TU TDAM USA Toronto, Ontario, Canada	$121M	-$29.6M	6	5.72%	Reduced
468	MUFG Americas New York	$121M	-$293M	28	4.16%	Reduced
469	GAMCO Investors Greenwich, Connecticut	$121M	+$1.36M	8	0.71%	Increased
470	Gofen & Glossberg Chicago, Illinois	$121M	-$2.15M	12	6.21%	Reduced
471	KCM Kames Capital Management Edinburgh, United Kingdom	$120M	-$56.8M	5	3.72%	Reduced
472	Norinchukin Bank Tokyo, Japan	$120M	+$8.31M	12	3.44%	Increased
473	Johnson Investment Counsel Cincinnati, Ohio	$120M	+$13.5M	14	4.79%	Increased
474	CEP Chicago Equity Partners Chicago, Illinois	$120M	-$32.4M	15	3.71%	Reduced
475	First Citizens Bank & Trust Raleigh, North Carolina	$119M	+$4.56M	29	4.55%	Increased