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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	Cullen Capital Management New York	$110M	-$846K	2	2.88%	Reduced
527	Evercore Trust Company New York	$109M	-$9.01M	1	0.39%	Reduced
528	TCTC Holdings Dallas, Texas	$108M	+$1.58M	8	6.19%	Increased
529	WEC White Elm Capital Greenwich, Connecticut	$107M	+$10.1M	3	9.68%	Increased
530	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$107M	+$39.3M	3	2.83%	Increased
531	BRC Blue Ridge Capital New York	$107M	$0	1	1.1%	Maintained
532	ACP Ashfield Capital Partners San Francisco, California	$106M	+$27.1M	9	5.06%	Increased
533	Munder Capital Management Birmingham, Michigan	$106M	+$3.62M	13	0.77%	Increased
534	GA Glenhill Advisors New York	$105M	+$21.7M	7	10.06%	Increased
535	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$104M	+$24.1M	2	12.28%	Increased
536	AA Antipodean Advisors New York	$104M	+$7.97M	1	8.97%	Increased
537	Seizert Capital Partners Birmingham, Michigan	$104M	-$13.1M	5	2.45%	Reduced
538	Bridgeway Capital Management Houston, Texas	$102M	+$6.63M	21	3.11%	Increased
539	Davenport & Co Richmond, Virginia	$102M	-$357K	9	1.91%	Reduced
540	Gotham Asset Management New York	$101M	+$23.7M	21	2.41%	Increased
541	Fiduciary Trust Boston, Massachusetts	$101M	-$3.41M	7	4.47%	Reduced
542	IHG Insight Holdings Group New York	$99.8M	+$80.8M	1	4.94%	Increased
543	BAM Barrett Asset Management New York	$99.8M	-$4.78M	9	8.85%	Reduced
544	Cannell & Spears New York	$99.1M	-$4.31M	8	12.37%	Reduced
545	MCO MAK Capital One New York	$98.2M	$0	1	34.62%	Maintained
546	TCA Taconic Capital Advisors New York	$98.2M	+$50.8M	2	3.79%	Increased
547	JHC JFB Holdings Corp Atlanta, Georgia	$97.8M	-$1.51M	1	3.56%	Reduced
548	CCM Cupps Capital Management Chicago, Illinois	$97.7M	+$2.45M	12	6.63%	Increased
549	Everett Harris & Co Los Angeles, California	$96.7M	-$14.7M	5	3.61%	Reduced
550	PIM Profit Investment Management North Bethesda, Maryland	$96.7M	-$68.6M	10	4.4%	Reduced