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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	KI Kalmar Investments Greenville, Delaware	$118M	-$5.43M	6	2.19%	Reduced
527	FFA First Foundation Advisors Irvine, California	$118M	+$6.24M	4	9.85%	Increased
528	Evercore Wealth Management New York	$117M	+$27.2K	27	5.37%	Increased
529	Waverton Investment Management London, United Kingdom	$116M	-$6.15M	3	8.3%	Reduced
530	Zacks Investment Management Chicago, Illinois	$115M	+$1.87M	20	3.65%	Increased
531	PC Passport Capital San Francisco, California	$115M	+$88.7M	4	2.99%	Increased
532	Meyer Handelman Company Rye Brook, New York	$114M	+$1.09M	8	5.18%	Increased
533	HCM Highline Capital Management New York	$114M	-$73.8M	1	5.2%	Reduced
534	Todd Asset Management Louisville, Kentucky	$114M	+$8.61M	8	3.18%	Increased
535	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$114M	+$15.1M	24	1.54%	Increased
536	DILH Dai-ichi Life Holdings Tokyo, Japan	$113M	-$3.93M	21	3.19%	Reduced
537	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$113M	-$16.8M	2	16.09%	Reduced
538	MCI McDonald Capital Investors Orinda, California	$112M	+$2.82M	2	11.51%	Increased
539	JHC JFB Holdings Corp Atlanta, Georgia	$112M	+$9.32M	1	2.89%	Increased
540	HCMT Highland Capital Management (Texas) Dallas, Texas	$112M	-$19.5M	6	2.3%	Reduced
541	CAM Cortina Asset Management Milwaukee, Wisconsin	$109M	+$16.4M	10	4.73%	Increased
542	Nippon Life Global Investors Americas New York	$109M	+$3.26M	8	9.98%	Increased
543	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$109M	+$607K	2	13.21%	Increased
544	Bradley Foster & Sargent Hartford, Connecticut	$109M	+$6.24M	13	4.96%	Increased
545	CPIM Columbia Partners Investment Management Alexandria, Virginia	$109M	+$11.6M	13	5.77%	Increased
546	Marsico Capital Management Denver, Colorado	$108M	+$46.6M	2	0.91%	Increased
547	IAM Impax Asset Management Portsmouth, New Hampshire	$108M	+$125K	9	5.89%	Increased
548	Point72 Asset Management Stamford, Connecticut	$107M	-$135M	9	0.73%	Reduced
549	BA Boston Advisors Boston, Massachusetts	$106M	+$5.7M	15	4.2%	Increased
550	EP Edinburgh Partners Edinburgh, United Kingdom	$106M	-$25.3M	1	12.35%	Reduced