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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
501	AGA Altrinsic Global Advisors Stamford, Connecticut	$103M	+$111M	1	1.77%	New
502	ROIC Route One Investment Company San Francisco, California	$102M	+$101M	2	18%	New
503	PineBridge Investments New York	$101M	+$100M	25	3.2%	New
504	Zurich Cantonal Bank Zurich, Switzerland	$101M	+$103M	22	3.52%	New
505	SCA Southpoint Capital Advisors New York	$100M	+$97.5M	1	6.18%	New
506	Fiduciary Trust Boston, Massachusetts	$99.7M	+$102M	7	4.61%	New
507	Cullen Capital Management New York	$99.6M	+$94.5M	2	3.02%	New
508	TCP TAMRO Capital Partners Alexandria, Virginia	$99.4M	+$92.9M	3	4.43%	New
509	Munder Capital Management Birmingham, Michigan	$99.4M	+$98.9M	8	0.85%	New
510	NSCM New South Capital Management Memphis, Tennessee	$99.2M	+$95.1M	3	4.06%	New
511	Causeway Capital Management Los Angeles, California	$99.2M	+$92.7M	4	10.46%	New
512	BB&T Securities Richmond, Virginia	$99.1M	+$96.8M	13	3.24%	New
513	Glenview Capital Management New York	$98.9M	+$93.8M	1	0.9%	New
514	BPBT Boston Private Bank & Trust Boston, Massachusetts	$98.1M	+$98.9M	18	5.71%	New
515	M&T Bank Buffalo, New York	$98.1M	+$101M	18	4.76%	New
516	IAM Impax Asset Management Portsmouth, New Hampshire	$97.8M	+$101M	13	6.63%	New
517	RIM Ranger Investment Management Dallas, Texas	$96.1M	+$88.1M	5	4.68%	New
518	Markel Group Glen Allen, Virginia	$96M	+$95.8M	6	3.43%	New
519	BAM Barrett Asset Management New York	$95.5M	+$97.1M	8	9.68%	New
520	SAM Southernsun Asset Management Memphis, Tennessee	$95.4M	+$92.4M	1	2.91%	New
521	Atalanta Sosnoff Capital New York	$95.4M	+$93.9M	5	2.31%	New
522	Hardman Johnston Global Advisors Stamford, Connecticut	$94.7M	+$93.4M	4	6.49%	New
523	Anchor Capital Advisors Boston, Massachusetts	$94.1M	+$90.6M	4	2.01%	New
524	Crawford Investment Counsel Atlanta, Georgia	$93.9M	+$91.4M	7	3.88%	New
525	PP Prospector Partners Guilford, Connecticut	$93.8M	+$92.6M	8	4.62%	New