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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	Bradley Foster & Sargent Hartford, Connecticut	$88.4M	+$3.72M	11	4.7%	Increased
577	HCM HMI Capital Management San Francisco, California	$88.2M	-$389K	4	61.5%	Reduced
578	ECM Empire Capital Management Westport, Connecticut	$88.2M	+$33.9M	7	12.02%	Increased
579	Jane Street New York	$87.8M	+$8.9M	39	1.26%	Increased
580	WesBanco Bank Wheeling, West Virginia	$87.8M	-$5.09M	14	5%	Reduced
581	PP Prospector Partners Guilford, Connecticut	$86.9M	-$8.82M	7	3.87%	Reduced
582	SC SRB Corp Boston, Massachusetts	$85.6M	-$11.9M	2	19.54%	Reduced
583	People's United Financial Bridgeport, Connecticut	$85.1M	-$715K	19	4.88%	Reduced
584	ACM Argent Capital Management St Louis, Missouri	$85M	-$10.6M	5	4.78%	Reduced
585	Jupiter Asset Management London, United Kingdom	$84.9M	+$18M	5	3.29%	Increased
586	Chilton Investment Company Stamford, Connecticut	$84.7M	-$40.2M	8	2.46%	Reduced
587	Vaughan David Investments Peoria, Illinois	$84.6M	+$1.87M	4	5.45%	Increased
588	EULAV Asset Management Sarasota, Florida	$83.4M	-$2.98M	18	4.55%	Reduced
589	Nippon Life Global Investors Americas New York	$83.3M	+$6.53M	9	8.23%	Increased
590	SAM Sheffield Asset Management Chicago, Illinois	$83.2M	+$77.8M	3	11.24%	New
591	B BloombergSen Toronto, Ontario, Canada	$83M	+$1.48M	1	7.12%	Increased
592	CC Crosslink Capital Menlo Park, California	$82.9M	-$76M	4	7.49%	Reduced
593	TGI Tradewinds Global Investors Los Angeles, California	$82.6M	-$24.9M	2	2.05%	Reduced
594	KAM Keeley Asset Management Chicago, Illinois	$82.5M	-$5.98M	5	1.4%	Reduced
595	SCM Shapiro Capital Management Atlanta, Georgia	$82.3M	+$1.08M	1	2.15%	Increased
596	KIG Kovitz Investment Group Chicago, Illinois	$82M	+$18.7M	3	3.74%	Increased
597	Mizuho Securities USA New York	$81.7M	+$6.9M	10	6.74%	Increased
598	Tokio Marine Asset Management Tokyo, Japan	$81.6M	-$5.29M	16	5.07%	Reduced
599	SAM Securian Asset Management St Paul, Minnesota	$81.6M	+$132K	26	3.08%	Increased
600	DC Deere & Company Moline, Illinois	$81M	-$2M	23	4.15%	Reduced