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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	RCM Riverhead Capital Management Wilmington, Delaware	$160M	+$16.4M	19	3%	Increased
452	TCOTO Trust Company of the Ozarks Springfield, Missouri	$159M	-$17.8K	9	43.11%	Reduced
453	PRCM Pine River Capital Management Minnetonka, Minnesota	$159M	+$56.7M	11	2.45%	Increased
454	NSCM New South Capital Management Memphis, Tennessee	$159M	-$1.86M	3	4.96%	Reduced
455	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$159M	-$29.7M	17	4.7%	Reduced
456	Silvercrest Asset Management New York	$159M	-$3.98M	7	2.38%	Reduced
457	WIM Weitz Investment Management Omaha, Nebraska	$158M	+$1.21M	2	4.78%	Increased
458	CM CS McKee Pittsburgh, Pennsylvania	$158M	-$19.6M	2	3.34%	Reduced
459	DVC Deer VII & Co Larchmont, New York	$157M	$0	1	44.43%	Maintained
460	Douglas C. Lane & Associates New York	$156M	+$34.3M	8	4.73%	Increased
461	Wilmington Trust Wilmington, Delaware	$156M	+$862K	20	2.6%	Increased
462	Pinnacle Associates New York	$156M	-$5.27M	10	3.04%	Reduced
463	SC Stralem & Co New York	$156M	-$121M	3	5.31%	Reduced
464	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$156M	-$830K	2	2.84%	Reduced
465	AKRE Capital Management Middleburg, Virginia	$155M	+$70.5M	3	4.51%	Increased
466	Mutual of America Capital Management New York	$154M	-$10.7M	32	3.61%	Reduced
467	ARC Absolute Return Capital Boston, Massachusetts	$152M	-$19.6M	21	1.79%	Reduced
468	DCM Dupont Capital Management Wilmington, Delaware	$152M	-$7.03M	13	2.49%	Reduced
469	Santa Barbara Asset Management Los Angeles, California	$152M	-$462K	2	3.11%	Reduced
470	Point72 Asset Management Stamford, Connecticut	$152M	+$144M	13	0.97%	New
471	YCMGA York Capital Management Global Advisors New York	$151M	+$31.5M	3	1.5%	Increased
472	PointState Capital New York	$151M	-$209M	2	1.9%	Reduced
473	Livforsakringsbolaget Skandia Stockholm, Sweden	$149M	$0	23	5.35%	Maintained
474	SCM Steadfast Capital Management New York	$148M	-$29.8M	2	2.41%	Reduced
475	Cohen & Steers New York	$146M	-$30.1M	3	0.42%	Reduced