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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	CI Global Investments Oakland, California	$110M	-$79.7M	8	2.24%	Reduced
552	Driehaus Capital Management Chicago, Illinois	$109M	+$5.76M	25	4.4%	Increased
553	IAM Impax Asset Management Portsmouth, New Hampshire	$108M	+$6.71M	11	6.42%	Increased
554	PointState Capital New York	$107M	+$5.51M	1	1.83%	Increased
555	Cullen Capital Management New York	$107M	+$98.6K	2	2.92%	Increased
556	SGAM Smith Group Asset Management Dallas, Texas	$107M	-$22.3M	10	3.74%	Reduced
557	Bradley Foster & Sargent Hartford, Connecticut	$107M	-$8.37M	13	5.03%	Reduced
558	Mirae Asset Global Investments Seoul, South Korea	$106M	+$4.51M	12	3.86%	Increased
559	LCM Lakewood Capital Management New York	$106M	-$78M	3	5.91%	Reduced
560	OI Oakbrook Investments Lisle, Illinois	$106M	+$4.72M	19	5.69%	Increased
561	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$105M	-$16.8M	23	1.49%	Reduced
562	WA Westport Advisers Westport, Connecticut	$105M	-$6.92M	4	10.76%	Reduced
563	TCTC Holdings Dallas, Texas	$105M	-$211K	8	6.37%	Reduced
564	BRC Blue Ridge Capital New York	$105M	+$327K	2	1.27%	Increased
565	United Capital Financial Advisors Irving, Texas	$105M	+$20.7M	26	1.57%	Increased
566	Nippon Life Global Investors Americas New York	$105M	+$2.04M	8	9.58%	Increased
567	ACP Ashfield Capital Partners San Francisco, California	$104M	+$3.78M	8	5.04%	Increased
568	HCM HMI Capital Management San Francisco, California	$104M	-$12.4M	4	49.28%	Reduced
569	Dana Investment Advisors Waukesha, Wisconsin	$104M	+$15.7M	7	4.19%	Increased
570	MCI McDonald Capital Investors Orinda, California	$103M	-$7.38M	2	11.48%	Reduced
571	SC SRB Corp Boston, Massachusetts	$103M	-$123K	4	14.61%	Reduced
572	UBS O'Connor Chicago, Illinois	$102M	-$101M	14	1.78%	Reduced
573	CEP Chicago Equity Partners Chicago, Illinois	$102M	-$7.61M	8	2.75%	Reduced
574	Todd Asset Management Louisville, Kentucky	$102M	+$100K	6	2.85%	Increased
575	Miller Howard Investments Kingston, New York	$102M	+$1.98M	3	1.57%	Increased