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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
576	AT Alliance Trust Dundee, Scotland, United Kingdom	$75.2M	+$72.1M	2	4.55%	New
577	IHL Investment House LLC Redondo Beach, California	$74.7M	+$76.4M	12	16.2%	New
578	Vaughan David Investments Peoria, Illinois	$74.6M	+$76.4M	4	5.27%	New
579	CP Coho Partners Berwyn, Pennsylvania	$74.5M	+$76.8M	3	7.43%	New
580	Evercore Trust Company New York	$74.2M	+$68.5M	1	0.29%	New
581	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$74M	+$78.8M	6	5.55%	New
582	Check Capital Management Costa Mesa, California	$73.4M	+$76.8M	4	10.2%	New
583	Baupost Group Boston, Massachusetts	$73.3M	+$79.2M	1	1.82%	New
584	ZCM Ziegler Capital Management Chicago, Illinois	$73.2M	+$74.7M	22	7.83%	New
585	Stephens Investment Management Group Houston, Texas	$73M	+$67.7M	11	4.36%	New
586	Confluence Investment Management St. Louis, Missouri	$73M	+$70.8M	6	5.03%	New
587	SAM Scotia Asset Management Toronto, Ontario, Canada	$72.5M	+$73.7M	6	3.82%	New
588	SAM Securian Asset Management St Paul, Minnesota	$72.1M	+$72.9M	26	2.93%	New
589	EULAV Asset Management Sarasota, Florida	$72.1M	+$73.6M	17	4.39%	New
590	KAM Keeley Asset Management Chicago, Illinois	$71.5M	+$68M	4	1.42%	New
591	ACP Ashfield Capital Partners San Francisco, California	$71.4M	+$75.1M	8	3.84%	New
592	Cincinnati Financial Corp Fairfield, Ohio	$71.3M	+$71.7M	3	5.97%	New
593	First National Bank of Omaha Omaha, Nebraska	$71.3M	+$72.1M	12	6.05%	New
594	Wilmington Savings Fund Society Wilmington, Delaware	$71.2M	+$72.3M	6	4.61%	New
595	DC Deere & Company Moline, Illinois	$71.1M	+$71.9M	23	4.34%	New
596	SCM Stevens Capital Management Radnor, Pennsylvania	$70.6M	+$73.5M	19	2.36%	New
597	AA Antipodean Advisors New York	$70.1M	+$68.3M	2	7.36%	New
598	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$69.9M	+$70.9M	14	8.95%	New
599	Bridgewater Associates Westport, Connecticut	$69.9M	+$73.7M	7	0.61%	New
600	HCM Huber Capital Management El Segundo, California	$69.8M	+$66.4M	2	2.78%	New