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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	People's United Financial Bridgeport, Connecticut	$129M	+$25.3M	33	4.78%	Increased
552	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$129M	+$2.98M	34	4.61%	Increased
553	HMP HS Management Partners New York	$129M	+$30.7M	1	4.78%	Increased
554	Mirae Asset Global Investments Seoul, South Korea	$128M	-$2.27M	15	2.87%	Reduced
555	BWCA Brenner West Capital Advisors New York	$128M	+$3.43M	1	14.17%	Increased
556	SC SRB Corp Boston, Massachusetts	$127M	+$9.91K	3	17.66%	Increased
557	Chartwell Investment Partners Berywn, Pennsylvania	$127M	-$398M	18	4.34%	Reduced
558	TAM Tiverton Asset Management Wilimington, Delaware	$127M	+$13.6M	14	7.56%	Increased
559	Ferguson Wellman Capital Management Portland, Oregon	$127M	+$390K	8	5.17%	Increased
560	RG Renaissance Group Covington, Kentucky	$126M	-$4.81M	8	5.12%	Reduced
561	Ladenburg Thalmann Financial Services Miami, Florida	$126M	+$20.1M	81	1.75%	Increased
562	SAM Securian Asset Management St Paul, Minnesota	$126M	+$2.56M	33	3.36%	Increased
563	Creative Planning Overland Park, Kansas	$125M	+$11.8M	80	0.76%	Increased
564	WAM World Asset Management Detroit, Michigan	$125M	-$11.1M	41	4.7%	Reduced
565	GCP Garelick Capital Partners Boston, Massachusetts	$124M	+$82.4M	7	27.64%	Increased
566	SFM Stack Financial Management Whitefish, Montana	$124M	+$20.7M	4	13.77%	Increased
567	ACR Alpine Capital Research St. Louis, Missouri	$124M	-$21.8M	1	10%	Reduced
568	CC Cannell & Co New York	$124M	-$8.68M	10	4.48%	Reduced
569	PCP P2 Capital Partners New York	$124M	-$853K	2	16.22%	Reduced
570	CAM Cortina Asset Management Milwaukee, Wisconsin	$123M	-$4.49M	11	5.15%	Reduced
571	BTP Bloom Tree Partners New York	$123M	+$12.3M	4	12.42%	Increased
572	WestEnd Advisors Charlotte, North Carolina	$123M	+$50.3M	2	9.81%	Increased
573	Park National Corp Newark, Ohio	$122M	-$661K	12	7.45%	Reduced
574	IRF IBM Retirement Fund Armonk, New York	$122M	-$2.39M	39	5.14%	Reduced
575	DCM Dupont Capital Management Wilmington, Delaware	$121M	-$14.3M	28	2.71%	Reduced