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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	D.A. Davidson & Co Great Falls, Montana	$122M	+$1.43M	54	3.8%	Increased
552	BWCA Brenner West Capital Advisors New York	$122M	+$1.34M	1	9.6%	Increased
553	Jericho Capital Asset Management New York	$122M	-$171M	2	5.94%	Reduced
554	NAM NorthCoast Asset Management Greenwich, Connecticut	$122M	+$7.19M	6	10.34%	Increased
555	AEGON Asset Management (UK) Edinburgh, United Kingdom	$122M	-$6.45M	13	3.67%	Reduced
556	CC Crosslink Capital Menlo Park, California	$122M	+$12.2M	7	20.17%	Increased
557	Bradley Foster & Sargent Hartford, Connecticut	$121M	-$6.17M	14	5.64%	Reduced
558	Meyer Handelman Company Rye Brook, New York	$121M	-$471K	9	5.61%	Reduced
559	TIP Torray Investment Partners Bethesda, Maryland	$121M	+$28.4M	4	6.33%	Increased
560	TU TDAM USA Toronto, Ontario, Canada	$120M	-$1.6M	11	5.87%	Reduced
561	MAI Marble Arch Investments New York	$120M	-$37.1M	2	8.51%	Reduced
562	Baupost Group Boston, Massachusetts	$118M	+$112M	1	1.7%	New
563	IAM Iridian Asset Management Westport, Connecticut	$118M	+$919K	1	1%	Increased
564	BTP Bloom Tree Partners New York	$117M	+$66.4M	2	10.61%	Increased
565	Palisade Capital Management Fort Lee, New Jersey	$117M	-$12.2M	20	3.83%	Reduced
566	WAM World Asset Management Detroit, Michigan	$116M	-$9.71M	32	4.65%	Reduced
567	New Mexico Educational Retirement Board Santa Fe, New Mexico	$115M	+$3.64M	16	5.52%	Increased
568	SC SRB Corp Boston, Massachusetts	$115M	-$285K	2	18.05%	Reduced
569	PRCM Pine River Capital Management Minnetonka, Minnesota	$115M	+$20.9M	16	1.67%	Increased
570	Cullen/Frost Bankers San Antonio, Texas	$114M	+$6.64M	12	4.28%	Increased
571	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$114M	+$9.42M	9	6.4%	Increased
572	T TOBAM Paris, France	$114M	+$9.55M	5	4.48%	Increased
573	Bowen Hanes & Co Ponte Vedra Beach, Florida	$113M	+$48.1M	5	6.25%	Increased
574	Country Trust Bank Bloomington, Illinois	$112M	+$2.17M	10	6.02%	Increased
575	CC Cannell & Co New York	$112M	+$4.36M	9	4.01%	Increased