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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	FFA First Foundation Advisors Irvine, California	$122M	-$498K	4	10.78%	Reduced
527	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$122M	-$845K	1	13.98%	Reduced
528	DILH Dai-ichi Life Holdings Tokyo, Japan	$122M	-$4.23M	21	3.51%	Reduced
529	DIA Denver Investment Advisors Denver, Colorado	$122M	-$1.38M	17	3.9%	Reduced
530	CC Crosslink Capital Menlo Park, California	$121M	-$4.6M	7	16.79%	Reduced
531	Confluence Investment Management St. Louis, Missouri	$121M	+$15.9M	4	4.93%	Increased
532	SC Stralem & Co New York	$120M	-$22.8M	3	5.58%	Reduced
533	IHG Insight Holdings Group New York	$120M	+$49.7M	2	16.82%	Increased
534	JHC JFB Holdings Corp Atlanta, Georgia	$118M	-$21.1M	1	3.13%	Reduced
535	Thompson Siegel & Walmsley Richmond, Virginia	$118M	-$1.95M	17	2.24%	Reduced
536	Meyer Handelman Company Rye Brook, New York	$118M	-$352K	5	5.28%	Reduced
537	TCP Tourbillon Capital Partners New York	$117M	+$54.8M	2	3.17%	Increased
538	Evercore Wealth Management New York	$117M	-$425K	26	5.82%	Reduced
539	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$116M	+$1.71M	22	3.55%	Increased
540	Livforsakringsbolaget Skandia Stockholm, Sweden	$115M	-$33.7M	23	5.39%	Reduced
541	Truist Financial Charlotte, North Carolina	$115M	-$1.04M	26	3.37%	Reduced
542	DL Delta Lloyd Amsterdam, Netherlands	$114M	+$1.11M	26	3.39%	Increased
543	Zacks Investment Management Chicago, Illinois	$114M	+$24M	19	3.7%	Increased
544	Capital Fund Management (CFM) Paris, France	$113M	-$38.6M	15	1.34%	Reduced
545	New Mexico Educational Retirement Board Santa Fe, New Mexico	$113M	-$12.1M	15	4.77%	Reduced
546	BAPIM British Airways Pensions Investment Management London, United Kingdom	$113M	+$114M	3	3.68%	New
547	Davenport & Co Richmond, Virginia	$112M	-$9.22M	10	1.8%	Reduced
548	BPBT Boston Private Bank & Trust Boston, Massachusetts	$111M	-$2.91M	26	5.14%	Reduced
549	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$111M	-$28M	2	13.68%	Reduced
550	SCGE Management Menlo Park, California	$110M	-$18.6M	4	15.25%	Reduced