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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	ORI Oak Ridge Investments Chicago, Illinois	$190M	-$42.9M	9	4.93%	Reduced
452	Beck Mack & Oliver New York	$189M	-$8.36M	6	6.83%	Reduced
453	Douglas Lane & Associates New York	$189M	+$8.26M	11	5.04%	Increased
454	Santa Barbara Asset Management Los Angeles, California	$188M	+$1.82M	2	3.47%	Increased
455	TCP Tourbillon Capital Partners New York	$188M	-$106M	1	3.84%	Reduced
456	Foresters Investment Management New York	$184M	+$3.07M	8	3.41%	Increased
457	Norinchukin Bank Tokyo, Japan	$183M	+$844K	16	4.41%	Increased
458	Mondrian Investment Partners London, United Kingdom	$182M	-$33.7M	2	4.46%	Reduced
459	CAM ClariVest Asset Management San Diego, California	$182M	+$2.38M	17	5.29%	Increased
460	Huntington National Bank Columbus, Ohio	$182M	+$40M	45	3.37%	Increased
461	BA Boston Advisors Boston, Massachusetts	$180M	-$13.7M	15	4.46%	Reduced
462	Rothschild & Co Asset Management US Stamford, Connecticut	$180M	+$2.95M	21	3.09%	Increased
463	DCM Daruma Capital Management New York	$180M	-$10.8M	3	11%	Reduced
464	Whale Rock Capital Management Boston, Massachusetts	$180M	-$78.3M	5	11.62%	Reduced
465	Welch & Forbes Boston, Massachusetts	$179M	-$66.7M	14	6.21%	Reduced
466	Emerald Advisers Leola, Pennsylvania	$179M	-$5.51M	14	7.96%	Reduced
467	H Hexavest Montreal, Quebec, Canada	$176M	-$54.4M	4	3%	Reduced
468	Susquehanna International Group Bala Cynwyd, Pennsylvania	$176M	+$1.29M	32	0.08%	Increased
469	CC Carlson Capital Dallas, Texas	$175M	-$50.2M	8	2.22%	Reduced
470	SCH Sylebra Capital (HK) Hong Kong	$173M	-$73.5M	2	15.26%	Reduced
471	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$173M	-$10.1M	10	7.94%	Reduced
472	Dana Investment Advisors Waukesha, Wisconsin	$173M	-$47.3M	12	8.27%	Reduced
473	Xact Kapitalforvaltning Stockholm, Sweden	$172M	+$171M	26	6.09%	New
474	DL Delta Lloyd Amsterdam, Netherlands	$172M	+$35.5M	31	5.32%	Increased
475	SRIM Saratoga Research & Investment Management Saratoga, California	$171M	+$2.75M	4	14.6%	Increased