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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	ACM American Capital Management New York	$162M	+$1.03M	10	19.12%	Increased
452	TU TDAM USA Toronto, Ontario, Canada	$162M	+$12.1M	8	7.04%	Increased
453	Waverton Investment Management London, United Kingdom	$162M	+$65.4M	8	7.67%	Increased
454	Palisade Capital Management Fort Lee, New Jersey	$161M	+$15M	14	3.95%	Increased
455	NSCM New South Capital Management Memphis, Tennessee	$161M	+$12.1M	3	5.18%	Increased
456	LAM Lapides Asset Management Greenwich, Connecticut	$158M	+$20.6M	10	22.12%	Increased
457	DCM Dupont Capital Management Wilmington, Delaware	$158M	-$7.06M	14	2.55%	Reduced
458	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$157M	-$37.6M	2	2.88%	Reduced
459	WIM Weitz Investment Management Omaha, Nebraska	$157M	+$8.97M	2	5%	Increased
460	Wilmington Trust Wilmington, Delaware	$157M	-$2.8M	21	2.69%	Reduced
461	SAM Southernsun Asset Management Memphis, Tennessee	$156M	+$8.17M	1	3.11%	Increased
462	Fort Washington Investment Advisors Cincinnati, Ohio	$156M	-$20.1M	11	3.35%	Reduced
463	LI LMCG Investments Boston, Massachusetts	$154M	-$860K	14	3.41%	Reduced
464	Atalanta Sosnoff Capital New York	$153M	+$100M	5	3.42%	Increased
465	Rothschild & Co Asset Management US Stamford, Connecticut	$153M	-$33.1M	10	3.4%	Reduced
466	Select Equity Group New York	$152M	-$67.6M	4	1.66%	Reduced
467	Gotham Asset Management New York	$152M	+$50.2M	27	2.29%	Increased
468	CCM Cornerstone Capital Management Edina, Minnesota	$151M	-$138M	1	4.91%	Reduced
469	TCOTO Trust Company of the Ozarks Springfield, Missouri	$150M	+$1.18M	9	42.37%	Increased
470	Santa Barbara Asset Management Los Angeles, California	$150M	+$14.3M	2	3.2%	Increased
471	Livforsakringsbolaget Skandia Stockholm, Sweden	$149M	+$132M	23	5.59%	Increased
472	CC Curian Capital Denver, Colorado	$148M	+$5.65M	16	2.63%	Increased
473	QS Batterymarch Financial Management New York	$148M	+$23.6M	29	3.04%	Increased
474	CAM ClariVest Asset Management San Diego, California	$147M	+$10.8M	16	5.99%	Increased
475	CAM Capstone Asset Management Houston, Texas	$147M	-$13.4M	46	4.51%	Reduced