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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	Mutual of America Capital Management New York	$170M	+$5.84M	37	3.83%	Increased
452	SM Seminole Management New York	$170M	+$27.8M	2	6.49%	Increased
453	LI LMCG Investments Boston, Massachusetts	$169M	-$2.81M	16	3.69%	Reduced
454	MAM Marketfield Asset Management New York	$167M	-$61.6M	3	2.92%	Reduced
455	DVC Deer VII & Co Larchmont, New York	$167M	$0	1	49.69%	Maintained
456	Marshall Wace London, United Kingdom	$166M	+$70.9M	19	2.19%	Increased
457	TU TDAM USA Toronto, Ontario, Canada	$166M	-$7.84M	11	7.01%	Reduced
458	Anchor Capital Advisors Boston, Massachusetts	$165M	-$4.47M	7	3.33%	Reduced
459	SW SVB Wealth Boston, Massachusetts	$163M	+$160M	16	5.27%	New
460	Sarasin & Partners London, United Kingdom	$162M	-$72.2M	3	2.43%	Reduced
461	CM CS McKee Pittsburgh, Pennsylvania	$162M	-$5.37M	2	3.9%	Reduced
462	CAM Capstone Asset Management Houston, Texas	$162M	+$11.1M	46	4.69%	Increased
463	Santa Barbara Asset Management Los Angeles, California	$162M	-$6.76M	2	3.26%	Reduced
464	Madison Investment Holdings Madison, Wisconsin	$161M	-$22.1M	4	3.46%	Reduced
465	Huntington National Bank Columbus, Ohio	$161M	-$31.9M	48	3.85%	Reduced
466	QS Investors New York	$161M	+$71.4M	32	1.85%	Increased
467	HI Honeywell International Charlotte, North Carolina	$160M	-$4.31M	4	3.66%	Reduced
468	ORI Oak Ridge Investments Chicago, Illinois	$159M	-$8.15M	6	3.8%	Reduced
469	Castleark Management Chicago, Illinois	$158M	-$73.5M	19	4.07%	Reduced
470	SCM Steadfast Capital Management New York	$157M	+$41.4M	3	2.46%	Increased
471	RC RGM Capital Naples, Florida	$156M	-$3.89M	4	23.78%	Reduced
472	TGA Trilogy Global Advisors Winter Park, Florida	$156M	-$13.9M	2	3.23%	Reduced
473	SCM Stevens Capital Management Radnor, Pennsylvania	$156M	+$88.3M	31	5.26%	Increased
474	Palisade Capital Management Fort Lee, New Jersey	$154M	-$12M	14	3.74%	Reduced
475	Fort Washington Investment Advisors Cincinnati, Ohio	$154M	+$41.9M	7	3.1%	Increased