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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	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$105M	+$2.9M	2	3.73%	Increased
552	PP PDT Partners New York	$105M	-$1.29M	32	2.8%	Reduced
553	BPBT Boston Private Bank & Trust Boston, Massachusetts	$105M	-$3.31M	23	5.09%	Reduced
554	IAM Iridian Asset Management Westport, Connecticut	$105M	+$98.3M	1	1.07%	New
555	Todd Asset Management Louisville, Kentucky	$105M	-$10.1M	5	2.98%	Reduced
556	Evercore Wealth Management New York	$104M	+$7.75M	26	5.39%	Increased
557	Hardman Johnston Global Advisors Stamford, Connecticut	$104M	-$4.28M	4	5.55%	Reduced
558	Impax Asset Management (UK) London, United Kingdom	$103M	+$19.3M	2	6.47%	Increased
559	DIA Denver Investment Advisors Denver, Colorado	$103M	-$22.8M	14	3.14%	Reduced
560	Thompson Siegel & Walmsley Richmond, Virginia	$103M	+$5.68M	16	2.01%	Increased
561	B BP London, United Kingdom	$102M	-$2.83M	9	3.23%	Reduced
562	Spot Trading Chicago, Illinois	$101M	-$964K	38	0.48%	Reduced
563	Bradley Foster & Sargent Hartford, Connecticut	$101M	+$1.16M	11	4.92%	Increased
564	Cooperman Leon G	$101M	+$20M	1	1.33%	Increased
565	MWR McAdams Wright Ragen Seattle, Washington	$100M	+$5.3M	10	5.61%	Increased
566	RCM Roystone Capital Management New York	$100M	-$12.7M	1	3.91%	Reduced
567	Whale Rock Capital Management Boston, Massachusetts	$99.9M	+$24.7M	4	12.89%	Increased
568	Driehaus Capital Management Chicago, Illinois	$99.9M	-$28.7M	20	3.24%	Reduced
569	Cambiar Investors Denver, Colorado	$99.7M	-$45.7M	1	1.39%	Reduced
570	MCO MAK Capital One New York	$99.4M	$0	1	38.6%	Maintained
571	SA Smithwood Advisers Los Angeles, California	$99M	+$56.6M	2	7.07%	Increased
572	TCP TAMRO Capital Partners Alexandria, Virginia	$98.9M	-$1.61M	3	5%	Reduced
573	KP Kiltearn Partners Edinburgh, United Kingdom	$98.7M	+$16.6M	2	9.36%	Increased
574	SCA Southpoint Capital Advisors New York	$98.4M	-$38.7M	2	6.39%	Reduced
575	Bridgeway Capital Management Houston, Texas	$98.3M	+$2.72M	21	2.58%	Increased