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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	MCI McDonald Capital Investors Orinda, California	$139M	-$2.37M	2	12.32%	Reduced
552	Creative Planning Overland Park, Kansas	$138M	+$2.63M	82	0.75%	Increased
553	Ladenburg Thalmann Financial Services Miami, Florida	$138M	+$3.33M	77	1.75%	Increased
554	EULAV Asset Management Sarasota, Florida	$137M	+$5.16M	18	6.98%	Increased
555	SA SQ Advisors Naples, Florida	$136M	+$27.3M	1	5.19%	Increased
556	Melvin Capital Management New York	$136M	+$44.2M	2	2.33%	Increased
557	HP Hound Partners New York	$135M	-$65.4M	2	3.43%	Reduced
558	ORI Oak Ridge Investments Chicago, Illinois	$135M	+$24.4M	10	4.53%	Increased
559	Marsico Capital Management Denver, Colorado	$135M	-$24.2M	8	5.84%	Reduced
560	RG Renaissance Group Covington, Kentucky	$135M	-$9.94M	7	5.07%	Reduced
561	SAM Securian Asset Management St Paul, Minnesota	$135M	-$2.86M	32	3.6%	Reduced
562	SAM Southernsun Asset Management Memphis, Tennessee	$134M	-$2.36M	1	3.42%	Reduced
563	CAM Cortina Asset Management Milwaukee, Wisconsin	$134M	+$4.33M	10	5.55%	Increased
564	SFM Stack Financial Management Whitefish, Montana	$134M	-$630K	4	14.14%	Reduced
565	SC SRB Corp Boston, Massachusetts	$133M	-$444K	3	18.9%	Reduced
566	Cullen/Frost Bankers San Antonio, Texas	$133M	-$8.37M	12	4.55%	Reduced
567	Rathbones Group Liverpool, United Kingdom	$132M	+$3.02M	12	6.01%	Increased
568	NCGI Next Century Growth Investors Plymouth, Minnesota	$131M	-$84.5M	16	11.1%	Reduced
569	Country Trust Bank Bloomington, Illinois	$131M	+$2.18M	10	6.52%	Increased
570	Artemis Investment Management Edinburgh, United Kingdom	$130M	-$179M	7	3.51%	Reduced
571	ACR Alpine Capital Research St. Louis, Missouri	$130M	-$952K	1	11.19%	Reduced
572	DCM Dupont Capital Management Wilmington, Delaware	$130M	-$1.57M	26	2.89%	Reduced
573	Waverton Investment Management London, United Kingdom	$130M	+$32.1M	3	8.2%	Increased
574	Homestead Advisers Arlington, Virginia	$130M	-$18M	1	2.07%	Reduced
575	Capital International Los Angeles, California	$130M	+$1.29M	6	8.45%	Increased