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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	Bridgeway Capital Management Houston, Texas	$253M	+$94.5M	18	3.15%	Increased
502	South Texas Money Management San Antonio, Texas	$253M	+$6.4M	9	10.88%	Increased
503	Westwood Holdings Group Dallas, Texas	$252M	-$86.1M	11	2.62%	Reduced
504	South Dakota Investment Council Sioux Falls, South Dakota	$252M	+$11.3M	9	5.33%	Increased
505	NCA Newbrook Capital Advisors New York	$251M	+$39.1M	3	20.44%	Increased
506	HLC Hunt Lane Capital New York	$250M	-$37M	6	34.02%	Reduced
507	Winton Group London, United Kingdom	$246M	-$23.5M	39	4.95%	Reduced
508	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$246M	-$6.45M	13	11.53%	Reduced
509	Advisor Group Phoenix, Arizona	$244M	+$27.1M	109	2.01%	Increased
510	Gabelli Funds Rye, New York	$244M	+$7.38M	19	1.53%	Increased
511	Cambiar Investors Denver, Colorado	$241M	-$17.5M	4	5.73%	Reduced
512	Crossmark Global Holdings Houston, Texas	$241M	-$5.45M	45	6.84%	Reduced
513	QI QV Investors Calgary, Alberta, Canada	$241M	-$16.3M	2	6.8%	Reduced
514	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$241M	-$29.9M	4	22.96%	Reduced
515	SC SRB Corp Boston, Massachusetts	$236M	-$172K	5	22.22%	Reduced
516	GA Greenspring Associates Owings Mills, Maryland	$236M	-$87.9M	3	91.78%	Reduced
517	EMG ETF Managers Group Summit, New Jersey	$235M	+$32.2M	36	11.5%	Increased
518	SIM Spark Investment Management New York	$235M	+$47.2M	31	10.88%	Increased
519	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$234M	-$41.4M	1	18.89%	Reduced
520	Silvercrest Asset Management New York	$234M	-$3.99M	18	2.3%	Reduced
521	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$234M	+$6.62M	65	3.58%	Increased
522	Menora Mivtachim Holdings Ramat Gan, Israel	$232M	-$15.9M	4	6.24%	Reduced
523	CC Cannell & Co New York	$232M	-$30.1M	14	8.99%	Reduced
524	Everett Harris & Co Los Angeles, California	$232M	-$641K	6	6.02%	Reduced
525	Foresters Investment Management New York	$232M	+$8.13M	11	4.06%	Increased