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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
BA
Boston Advisors
Massachusetts
$102M +$12.4M 13 4.29% Increased
577
Country Trust Bank
Country Trust Bank
Illinois
$101M +$155K 9 5.07% Increased
578
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$101M +$4.55M 10 3.56% Increased
579
GL
GLG LLC
New York
$101M -$6.96M 21 3.03% Reduced
580
GAMCO Investors
GAMCO Investors
Connecticut
$101M -$10.3M 8 0.53% Reduced
581
AC
Ascend Capital
California
$100M +$25.2M 2 3.85% Increased
582
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$100M +$52.1M 11 3.55% Increased
583
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$100M -$822K 7 3.24% Reduced
584
Park National Corp
Park National Corp
Ohio
$99.7M +$2.25M 9 6.59% Increased
585
RG
Renaissance Group
Kentucky
$99.6M -$4.51M 8 3.88% Reduced
586
Intact Investment Management
Intact Investment Management
Quebec, Canada
$98.4M +$10.4M 8 3.91% Increased
587
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$97.9M -$12.3M 5 5.3% Reduced
588
Bartlett & Co
Bartlett & Co
Ohio
$97.9M -$5.27M 16 4.72% Reduced
589
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$97.3M +$3.7M 29 3.06% Increased
590
CPIM
Columbia Partners Investment Management
Virginia
$96.4M +$11M 14 4.98% Increased
591
Check Capital Management
Check Capital Management
California
$95.7M +$6.3M 4 8.43% Increased
592
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$95.6M -$943K 41 4.39% Reduced
593
People's United Financial
People's United Financial
Connecticut
$95.2M -$124K 22 4.86% Reduced
594
Soros Fund Management
Soros Fund Management
New York
$95.2M -$280M 2 1.04% Reduced
595
CCM
Cupps Capital Management
Illinois
$94.8M +$25M 14 8.49% Increased
596
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$94.7M -$2.05M 22 1.89% Reduced
597
KCM
Kames Capital Management
United Kingdom
$93.7M -$17.2M 10 2.76% Reduced
598
SAM
Securian Asset Management
Minnesota
$93.7M +$2.49M 29 2.9% Increased
599
OAM
Oxford Asset Management
United Kingdom
$93.6M -$5.16M 19 2.06% Reduced
600
CAM
Cortina Asset Management
Wisconsin
$93.4M -$29.2M 7 4.12% Reduced
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