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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	Andra AP-fonden Goteborg, Sweden	$262M	+$15M	47	7.63%	Increased
552	Anchor Capital Advisors Boston, Massachusetts	$262M	-$44.9M	10	6.73%	Reduced
553	CT Cambridge Trust Cambridge, Massachusetts	$261M	+$11.6M	17	13.73%	Increased
554	Fiduciary Trust Boston, Massachusetts	$259M	+$4.34M	26	6.42%	Increased
555	MML Investors Services Springfield, Massachusetts	$259M	+$44.6M	53	3.46%	Increased
556	AC Alleghany Corporation New York	$258M	-$194M	2	20.7%	Reduced
557	Trillium Asset Management Boston, Massachusetts	$257M	-$8.05M	16	11.01%	Reduced
558	EGP Emergence GP Partners San Francisco, California	$257M	-$135M	1	100%	Reduced
559	Shelton Capital Management Denver, Colorado	$256M	+$51.8M	36	14.12%	Increased
560	EMG ETF Managers Group Summit, New Jersey	$256M	+$34.5M	61	9.07%	Increased
561	D.A. Davidson & Co Great Falls, Montana	$254M	-$40.3M	30	4.74%	Reduced
562	CCP Clarkston Capital Partners Rochester, Michigan	$253M	-$38.4M	6	7.19%	Reduced
563	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$252M	-$18.2M	10	10.44%	Reduced
564	BCF BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$252M	+$69.3M	2	13.8%	Increased
565	MUFG Americas New York	$252M	-$915K	19	7.22%	Reduced
566	MAI Capital Management Independence, Ohio	$252M	+$13.8M	26	7.91%	Increased
567	Amalgamated Bank New York	$252M	-$292M	90	11.65%	Reduced
568	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$250M	-$22.6M	13	3.61%	Reduced
569	NPGCU Napier Park Global Capital (US) New York	$249M	-$128M	1	99.39%	Reduced
570	MNBTD Moody National Bank Trust Division Galveston, Texas	$247M	+$1.4M	16	7.72%	Increased
571	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$245M	-$752K	13	31.6%	Reduced
572	NMC NEA Management Company Timonium, Maryland	$244M	$0	1	9.82%	Maintained
573	Erste Asset Management Vienna, Austria	$244M	+$27.3M	28	9.73%	Increased
574	FAS Formuepleje A/S Aarhus C, Denmark	$243M	+$54.2M	9	12.21%	Increased
575	E. Ohman J:or Asset Management Stockholm, Sweden	$242M	+$12.3M	38	13.89%	Increased