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 |
GIP
Granite Investment Partners
El Segundo,
California
| $151M | +$24.3M | 24 | 10.3% | Increased |
|
| 527 |
MCM
McKinley Capital Management
Anchorage,
Alaska
| $150M | -$1.51M | 15 | 5.52% | Reduced |
|
| 528 |
Dana Investment Advisors
Waukesha,
Wisconsin
| $150M | -$15.2M | 13 | 7% | Reduced |
|
| 529 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
| $150M | -$397K | 1 | 10.12% | Reduced |
|
| 530 |
Ferguson Wellman Capital Management
Portland,
Oregon
| $150M | +$10.2M | 9 | 5.77% | Increased |
|
| 531 |
BTP
Bloom Tree Partners
New York
| $149M | +$7.75M | 4 | 14.46% | Increased |
|
| 532 |
Gofen & Glossberg
Chicago,
Illinois
| $148M | -$1.21M | 16 | 5.8% | Reduced |
|
| 533 |
Gabelli Funds
Rye,
New York
| $147M | -$17.8M | 11 | 0.87% | Reduced |
|
| 534 |
JP
Jana Partners
New York
| $147M | -$111M | 1 | 2.73% | Reduced |
|
| 535 |
PGH
Partners Group Holding
Baar-Zug,
Switzerland
| $146M | +$1.57M | 3 | 11.81% | Increased |
|
| 536 |
Meyer Handelman Company
Rye Brook,
New York
| $146M | +$1.49M | 9 | 6.22% | Increased |
|
| 537 |
Squarepoint
New York
| $145M | +$70.8M | 46 | 4.01% | Increased |
|
| 538 |
EC
EMS Capital
New York
| $145M | +$46.8M | 4 | 13.62% | Increased |
|
| 539 |
DCM
Daruma Capital Management
New York
| $144M | -$47.5M | 4 | 8.4% | Reduced |
|
| 540 |
Alpha Wave Global
New York
| $144M | -$68.9M | 5 | 14.37% | Reduced |
|
| 541 |
CC
Cannell & Co
New York
| $143M | +$15.9M | 11 | 5.05% | Increased |
|
| 542 |
MUFG Americas
New York
| $143M | -$3.98M | 25 | 4.7% | Reduced |
|
| 543 |
HCM
Hoplite Capital Management
New York
| $142M | -$15.8M | 3 | 7.63% | Reduced |
|
| 544 |
HM Payson & Co
Portland,
Maine
| $142M | -$526K | 10 | 6.45% | Reduced |
|
| 545 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $141M | +$33.1M | 3 | 16.48% | Increased |
|
| 546 |
People's United Financial
Bridgeport,
Connecticut
| $141M | +$2.58M | 33 | 4.92% | Increased |
|
| 547 |
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $141M | -$21.2M | 8 | 6.46% | Reduced |
|
| 548 |
HCM
HMI Capital Management
San Francisco,
California
| $141M | -$8.34M | 2 | 22.48% | Reduced |
|
| 549 |
CC
Carlson Capital
Dallas,
Texas
| $140M | +$34.2M | 6 | 1.78% | Increased |
|
| 550 |
CP
Coho Partners
Berwyn,
Pennsylvania
| $140M | +$5.39M | 4 | 4.55% | Increased |
|