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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	GL GLG LLC New York	$105M	+$16.2M	20	2.79%	Increased
552	Highbridge Capital Management New York	$104M	-$25.9M	21	1.37%	Reduced
553	Hardman Johnston Global Advisors Stamford, Connecticut	$104M	-$2.2M	4	5.72%	Reduced
554	VanEck Associates New York	$103M	+$7.16M	3	0.55%	Increased
555	Bartlett & Co Cincinnati, Ohio	$103M	-$427K	11	4.97%	Reduced
556	QS Batterymarch Financial Management New York	$103M	-$4.27M	17	2.72%	Reduced
557	HCMT Highland Capital Management (Texas) Dallas, Texas	$103M	+$59.6M	6	3.85%	Increased
558	LT Lindsell Train London, United Kingdom	$103M	+$2.37M	1	11.65%	Increased
559	SC SRB Corp Boston, Massachusetts	$102M	+$548K	5	14.79%	Increased
560	PointState Capital New York	$102M	-$57.2M	1	1.85%	Reduced
561	HCM HMI Capital Management San Francisco, California	$101M	+$5.81M	4	47.24%	Increased
562	HCM Highline Capital Management New York	$101M	+$95.6M	2	3.94%	Increased
563	Confluence Investment Management St. Louis, Missouri	$101M	+$3.54M	4	4.48%	Increased
564	SCA Southpoint Capital Advisors New York	$100M	+$6.1M	1	5.12%	Increased
565	Cambiar Investors Denver, Colorado	$99.8M	+$1.04M	2	1.43%	Increased
566	Country Trust Bank Bloomington, Illinois	$99.7M	+$500K	8	5.11%	Increased
567	OCM Osterweis Capital Management San Francisco, California	$99.5M	-$341K	2	3.06%	Reduced
568	Miller Howard Investments Kingston, New York	$99.4M	+$727K	3	1.54%	Increased
569	Nippon Life Global Investors Americas New York	$99.3M	+$7.9M	8	9.37%	Increased
570	Janney Montgomery Scott Philadelphia, Pennsylvania	$98.5M	+$2.37M	22	2.05%	Increased
571	Park National Corp Newark, Ohio	$98M	-$500K	7	7.12%	Reduced
572	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$97.9M	+$18M	5	5.71%	Increased
573	IAM Impax Asset Management Portsmouth, New Hampshire	$97.6M	+$2.48M	12	6.33%	Increased
574	ACP Ashfield Capital Partners San Francisco, California	$97.4M	-$14.3M	9	4.74%	Reduced
575	Crawford Investment Counsel Atlanta, Georgia	$96.6M	-$3.74M	9	3.49%	Reduced