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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	TGI Tradewinds Global Investors Los Angeles, California	$95.1M	+$77.3M	2	2.53%	Increased
527	BB&T Securities Richmond, Virginia	$94.6M	-$5.71M	15	2.93%	Reduced
528	ROIC Route One Investment Company San Francisco, California	$94.3M	-$7.3M	2	23.4%	Reduced
529	Cannell & Spears New York	$93.7M	+$1.15M	8	12.21%	Increased
530	ACM Argent Capital Management St Louis, Missouri	$93.2M	+$20.3M	5	5.67%	Increased
531	AA Antipodean Advisors New York	$92.7M	+$5.1M	1	9.67%	Increased
532	Davenport & Co Richmond, Virginia	$92.2M	-$110M	9	1.9%	Reduced
533	Evercore Trust Company New York	$91.4M	-$1.31M	1	0.34%	Reduced
534	MVIP Mar Vista Investment Partners Los Angeles, California	$91M	-$2.83M	2	6.25%	Reduced
535	Loews Corp New York	$89.4M	+$21.9M	4	0.5%	Increased
536	SC SRB Corp Boston, Massachusetts	$89.4M	$0	3	20.56%	Maintained
537	AC Alleghany Corporation New York	$88.9M	+$77.4M	6	4.67%	Increased
538	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$88.8M	-$1.23M	2	11.11%	Reduced
539	Washington Trust Westerly, Rhode Island	$88.8M	-$7.81M	8	7.12%	Reduced
540	Evercore Wealth Management New York	$88.8M	-$8.37M	23	5.08%	Reduced
541	Axiom Investors Greenwich, Connecticut	$88.7M	-$42.4M	6	2.83%	Reduced
542	M&T Bank Buffalo, New York	$88.5M	-$9.31M	17	4.22%	Reduced
543	JHC JFB Holdings Corp Atlanta, Georgia	$88.4M	-$16.7M	1	3.49%	Reduced
544	CCM Cupps Capital Management Chicago, Illinois	$88.2M	+$26M	14	5.72%	Increased
545	SCM Stevens Capital Management Radnor, Pennsylvania	$88M	+$17M	23	2.6%	Increased
546	CP Coho Partners Berwyn, Pennsylvania	$87.7M	+$13.1M	3	8.07%	Increased
547	WEC White Elm Capital Greenwich, Connecticut	$87.6M	+$13.2M	4	8.48%	Increased
548	NCA Newbrook Capital Advisors New York	$87.4M	-$5.6M	1	9.2%	Reduced
549	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$87M	+$9.66M	6	6%	Increased
550	PineBridge Investments New York	$86.9M	-$14.3M	25	2.69%	Reduced