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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	Meyer Handelman Company Rye Brook, New York	$109M	-$715K	9	5.53%	Reduced
552	MCI McDonald Capital Investors Orinda, California	$109M	-$1.24M	2	11.72%	Reduced
553	Thornburg Investment Management Santa Fe, New Mexico	$109M	-$48.5M	9	0.68%	Reduced
554	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$108M	-$10.3M	1	16.73%	Reduced
555	WEC White Elm Capital Greenwich, Connecticut	$107M	+$10.4M	4	11.12%	Increased
556	Nippon Life Global Investors Americas New York	$107M	-$1.07M	8	10.68%	Reduced
557	D.A. Davidson & Co Great Falls, Montana	$106M	+$3.69M	53	3.72%	Increased
558	PP PDT Partners New York	$106M	+$3.65M	34	2.38%	Increased
559	CAM Cortina Asset Management Milwaukee, Wisconsin	$106M	-$11.9M	10	4.87%	Reduced
560	AC Alleghany Corporation New York	$106M	$0	1	3.77%	Maintained
561	WAM World Asset Management Detroit, Michigan	$106M	+$2.87M	31	4.34%	Increased
562	USSCPF United States Steel & Carnegie Pension Fund New York	$105M	-$73.1M	1	2.34%	Reduced
563	SC SRB Corp Boston, Massachusetts	$105M	-$280K	2	14.39%	Reduced
564	Madison Investment Holdings Madison, Wisconsin	$105M	-$10.8M	4	2.3%	Reduced
565	Cullen/Frost Bankers San Antonio, Texas	$105M	-$1.19M	14	4.15%	Reduced
566	GL GLG LLC New York	$104M	-$41.8M	16	2.6%	Reduced
567	Janney Montgomery Scott Philadelphia, Pennsylvania	$103M	+$3.45M	28	2.92%	Increased
568	ACR Alpine Capital Research St. Louis, Missouri	$102M	+$5.56M	1	11.21%	Increased
569	Advisors Asset Management Monument, Colorado	$102M	+$7.52M	38	1.63%	Increased
570	Chilton Investment Company Stamford, Connecticut	$102M	+$65M	6	3.64%	Increased
571	PM Pembroke Management Montreal, Quebec, Canada	$102M	-$18.1M	2	7.59%	Reduced
572	Livforsakringsbolaget Skandia Stockholm, Sweden	$102M	+$1.83M	26	5.37%	Increased
573	EP Edinburgh Partners Edinburgh, United Kingdom	$102M	-$8.74M	1	10.79%	Reduced
574	KCM Kingdon Capital Management New York	$102M	-$3.86M	3	4.92%	Reduced
575	SC Stralem & Co New York	$102M	-$14M	4	8.46%	Reduced