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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
551	WesBanco Bank Wheeling, West Virginia	$85.4M	+$88M	12	5.58%	New
552	CBU CIBC Bank USA Chicago, Illinois	$85.3M	+$85.9M	9	5.02%	New
553	Meag Munich Ergo Munich, Germany	$84M	+$84.1M	8	6.33%	New
554	CPIM Columbia Partners Investment Management Alexandria, Virginia	$83.7M	+$83.7M	14	3.95%	New
555	Park National Corp Newark, Ohio	$83.6M	+$84.3M	7	6.76%	New
556	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$83M	+$82.8M	2	3.28%	New
557	SC Sageview Capital Greenwich, Connecticut	$82.9M	+$65.7M	2	22.51%	New
558	Clifford Swan Investment Counsel Pasadena, California	$82.5M	+$84.5M	6	6.89%	New
559	BRC Blue Ridge Capital New York	$82.2M	+$80.5M	1	0.99%	New
560	Numeric Investors Boston, Massachusetts	$82.2M	+$80.8M	18	1.65%	New
561	B BP London, United Kingdom	$82.1M	+$82.7M	5	4.97%	New
562	MWR McAdams Wright Ragen Seattle, Washington	$80.7M	+$78.4M	7	6.44%	New
563	OAM Origin Asset Management London, United Kingdom	$79.3M	+$80M	5	6.9%	New
564	Adams Diversified Equity Fund Baltimore, Maryland	$79.2M	+$80.8M	4	6.3%	New
565	MCO MAK Capital One New York	$79M	+$82.1M	1	18.75%	New
566	People's United Financial Bridgeport, Connecticut	$78.4M	+$79.5M	19	5.1%	New
567	UBS O'Connor Chicago, Illinois	$78.4M	+$75.2M	3	1.47%	New
568	NCA Newbrook Capital Advisors New York	$77.9M	+$71.3M	1	8.19%	New
569	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$77.8M	+$75.6M	2	10.32%	New
570	Klingenstein Fields & Co New York	$77.8M	+$80.4M	6	2.78%	New
571	Bradley Foster & Sargent Hartford, Connecticut	$77.4M	+$78.5M	9	4.78%	New
572	Cullen/Frost Bankers San Antonio, Texas	$77.1M	+$77.9M	8	4.04%	New
573	Braun Stacey Associates New York	$76.9M	+$77.6M	5	4.85%	New
574	United Capital Financial Advisors Irving, Texas	$76.8M	+$78.2M	11	2.04%	New
575	Bridgeway Capital Management Houston, Texas	$75.7M	+$77.8M	16	3.02%	New