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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
526	LI LMCG Investments Boston, Massachusetts	$93.7M	+$92.8M	13	2.45%	New
527	OAM Oxford Asset Management Oxford, United Kingdom	$93.4M	+$91.3M	21	2.53%	New
528	Evercore Wealth Management New York	$93.1M	+$93.7M	19	5.27%	New
529	SJIC St. James Investment Company Southlake, Texas	$92.5M	+$90.3M	2	10.23%	New
530	Becker Capital Management Portland, Oregon	$92.3M	+$86.5M	4	4.66%	New
531	Bartlett & Co Cincinnati, Ohio	$91.9M	+$91.9M	10	5.06%	New
532	Washington Trust Westerly, Rhode Island	$91.9M	+$93.8M	8	7.76%	New
533	Farallon Capital Management San Francisco, California	$91.5M	+$98.9M	1	1.76%	New
534	CII CR Intrinsic Investors Stamford, Connecticut	$91.5M	+$91.5M	8	3.16%	New
535	Douglas C. Lane & Associates New York	$91.3M	+$90.1M	8	3.56%	New
536	Marsico Capital Management Denver, Colorado	$90.5M	+$89.7M	4	0.57%	New
537	PP PDT Partners New York	$90.3M	+$88.4M	34	2.22%	New
538	SC SRB Corp Boston, Massachusetts	$89.7M	+$86.3M	3	20.71%	New
539	LCM Logan Capital Management Newtown Square, Pennsylvania	$89.5M	+$83.1M	10	7.21%	New
540	Mizuho Securities USA New York	$89.4M	+$90.6M	11	4.42%	New
541	PTC Provident Trust Company Waukesha, Wisconsin	$87.5M	+$94.6M	1	6.91%	New
542	DSM Capital Partners Palm Beach Gardens, Florida	$87.1M	+$92.9M	3	2.16%	New
543	HSA Hussman Strategic Advisors Ellicott City, Maryland	$87.1M	+$87.1M	6	3.96%	New
544	MVIP Mar Vista Investment Partners Los Angeles, California	$86.9M	+$92.3M	2	5.64%	New
545	Cannell & Spears New York	$86.6M	+$86.8M	7	12.76%	New
546	SRFM Shannon River Fund Management New York	$86.6M	+$80.8M	4	10.35%	New
547	Seizert Capital Partners Birmingham, Michigan	$86.3M	+$83.9M	5	2.35%	New
548	Tokio Marine Asset Management Tokyo, Japan	$86.2M	+$88.6M	15	5.46%	New
549	HCM HMI Capital Management San Francisco, California	$85.8M	+$82.5M	4	67.92%	New
550	GA Glenhill Advisors New York	$85.7M	+$87.4M	3	9.75%	New