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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	ARC Absolute Return Capital Boston, Massachusetts	$97M	+$29.5M	13	2.56%	Increased
577	RG Renaissance Group Covington, Kentucky	$97M	+$910K	9	3.67%	Increased
578	Janney Montgomery Scott Philadelphia, Pennsylvania	$96.9M	+$6.75M	23	1.81%	Increased
579	SC Stralem & Co New York	$96.9M	-$14.1M	3	5.41%	Reduced
580	GAMCO Investors Greenwich, Connecticut	$96.7M	-$6.49M	8	0.51%	Reduced
581	IHG Insight Holdings Group New York	$96.7M	-$19M	2	20.37%	Reduced
582	TCP TAMRO Capital Partners Alexandria, Virginia	$96.4M	-$2.89M	4	6.65%	Reduced
583	OI Oakbrook Investments Lisle, Illinois	$95.9M	-$6.23M	20	5.19%	Reduced
584	Crawford Investment Counsel Atlanta, Georgia	$95.9M	+$4.75M	10	3.47%	Increased
585	Park National Corp Newark, Ohio	$95.7M	-$1.06M	10	6.48%	Reduced
586	Cullen Capital Management New York	$94.4M	+$305K	2	2.65%	Increased
587	HCM HMI Capital Management San Francisco, California	$94.2M	-$14.9M	3	48.15%	Reduced
588	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$94M	+$1.77M	1	14.34%	Increased
589	SAM Securian Asset Management St Paul, Minnesota	$93.5M	+$2.41M	29	2.73%	Increased
590	CA Cortland Advisers Wilmington, Delaware	$93.3M	$0	1	2.04%	Maintained
591	SC SRB Corp Boston, Massachusetts	$93.2M	-$231K	4	13.05%	Reduced
592	BAPIM British Airways Pensions Investment Management London, United Kingdom	$92.8M	-$14.7M	3	2.85%	Reduced
593	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$92.6M	-$7.73M	6	1.42%	Reduced
594	Alpha Wave Global New York	$92.4M	-$4.51M	1	4.53%	Reduced
595	Cambiar Investors Denver, Colorado	$92M	+$1.38M	3	1.34%	Increased
596	People's United Financial Bridgeport, Connecticut	$92M	+$968K	22	4.67%	Increased
597	CEP Chicago Equity Partners Chicago, Illinois	$91.9M	-$3.6M	13	2.45%	Reduced
598	Emerald Advisers Leola, Pennsylvania	$91.8M	+$33M	16	4.61%	Increased
599	DVI Deccan Value Investors Greenwich, Connecticut	$91.8M	+$98.3M	1	22.88%	New
600	Miller Howard Investments Kingston, New York	$91.7M	+$2.06M	3	1.38%	Increased