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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	TI Turner Investments Berwyn, Pennsylvania	$113M	-$54.8M	17	6.79%	Reduced
527	LCM Logan Capital Management Newtown Square, Pennsylvania	$113M	-$1.37M	15	8.09%	Reduced
528	Evercore Wealth Management New York	$112M	+$3.88M	23	5.62%	Increased
529	Bridgeway Capital Management Houston, Texas	$112M	+$11.1M	23	2.83%	Increased
530	DIA Denver Investment Advisors Denver, Colorado	$112M	+$3.1M	16	3.66%	Increased
531	GAMCO Investors Greenwich, Connecticut	$112M	-$3.2M	8	0.6%	Reduced
532	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$111M	-$11.6M	22	3.41%	Reduced
533	Davenport & Co Richmond, Virginia	$111M	-$1.09M	13	1.93%	Reduced
534	Thompson Siegel & Walmsley Richmond, Virginia	$111M	+$9.73M	18	2.2%	Increased
535	KCM Kames Capital Management Edinburgh, United Kingdom	$111M	-$2.09M	9	3.45%	Reduced
536	SCM Steadfast Capital Management New York	$110M	-$33.2M	2	1.86%	Reduced
537	CAM Cortina Asset Management Milwaukee, Wisconsin	$110M	-$22.2M	8	4.7%	Reduced
538	KI Kalmar Investments Greenville, Delaware	$110M	-$39.6M	7	2.09%	Reduced
539	PP PDT Partners New York	$109M	+$618K	24	2.77%	Increased
540	WA Westport Advisers Westport, Connecticut	$109M	-$3.06M	4	10.82%	Reduced
541	BPBT Boston Private Bank & Trust Boston, Massachusetts	$108M	-$2.22M	25	5.27%	Reduced
542	MWR McAdams Wright Ragen Seattle, Washington	$108M	-$464K	10	6.05%	Reduced
543	PIA Piedmont Investment Advisors Durham, North Carolina	$107M	-$3.05M	11	5.55%	Reduced
544	Cullen Capital Management New York	$107M	-$29M	2	2.93%	Reduced
545	MCI McDonald Capital Investors Orinda, California	$107M	-$12.2M	2	12.74%	Reduced
546	Fort Washington Investment Advisors Cincinnati, Ohio	$106M	-$22.3M	7	2.21%	Reduced
547	BRC Blue Ridge Capital New York	$106M	$0	1	1.25%	Maintained
548	Spot Trading Chicago, Illinois	$106M	-$698K	30	0.53%	Reduced
549	CEP Chicago Equity Partners Chicago, Illinois	$106M	-$16.3M	9	2.79%	Reduced
550	GC Greenlight Capital New York	$106M	$0	1	1.52%	Maintained