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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
476	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$115M	+$117M	5	8.25%	New
477	ARC Absolute Return Capital Boston, Massachusetts	$114M	+$118M	15	1.47%	New
478	Driehaus Capital Management Chicago, Illinois	$114M	+$108M	18	4.98%	New
479	ACM American Capital Management New York	$113M	+$109M	10	16.99%	New
480	Norinchukin Bank Tokyo, Japan	$112M	+$113M	12	3.4%	New
481	First Citizens Bank & Trust Raleigh, North Carolina	$112M	+$113M	28	4.59%	New
482	LPL Financial San Diego, California	$111M	+$114M	22	0.8%	New
483	Montrusco Bolton Investments Montreal, Quebec, Canada	$111M	+$105M	4	8.94%	New
484	Everett Harris & Co Los Angeles, California	$111M	+$113M	3	4.63%	New
485	Ariel Investments Chicago, Illinois	$110M	+$111M	4	1.8%	New
486	JHC JFB Holdings Corp Atlanta, Georgia	$109M	+$104M	1	4.46%	New
487	MAM Marketfield Asset Management New York	$109M	+$102M	1	1.83%	New
488	HI Honeywell International Charlotte, North Carolina	$108M	+$112M	5	2.94%	New
489	Oregon Public Employees Retirement Fund Tigard, Oregon	$107M	+$108M	28	4.59%	New
490	HM Payson & Co Portland, Maine	$107M	+$109M	5	6.44%	New
491	Institutional Capital Chicago, Illinois	$106M	+$103M	1	0.55%	New
492	CC Curian Capital Denver, Colorado	$105M	+$106M	15	1.91%	New
493	KCM Karsch Capital Management New York	$105M	+$109M	2	8.89%	New
494	Johnson Investment Counsel Cincinnati, Ohio	$105M	+$107M	11	4.33%	New
495	TCTC Holdings Dallas, Texas	$104M	+$108M	6	6.84%	New
496	BC Balestra Capital New York	$104M	+$107M	3	28.07%	New
497	WA Westport Advisers Westport, Connecticut	$103M	+$104M	4	10.02%	New
498	GLG Inc New York	$103M	+$105M	16	2.52%	New
499	Truist Financial Charlotte, North Carolina	$103M	+$103M	23	3.84%	New
500	GAMCO Investors Greenwich, Connecticut	$103M	+$97M	8	0.65%	New