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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
SCM
Stevens Capital Management
Pennsylvania
$107M +$49.6M 23 3.86% Increased
577
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$107M +$3.71M 14 3.99% Increased
578
WAM
World Asset Management
Michigan
$107M -$17.8M 30 4.21% Reduced
579
BWCA
Brenner West Capital Advisors
New York
$107M +$105M 1 12.35% New
580
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$107M +$3.07M 49 3.5% Increased
581
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$106M +$83.9K 5 4.11% Increased
582
Country Trust Bank
Country Trust Bank
Illinois
$106M +$792K 9 5.3% Increased
583
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$105M +$4.77M 26 2.21% Increased
584
Hermes Investment Management
Hermes Investment Management
United Kingdom
$105M +$5.31M 6 2.37% Increased
585
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$105M +$363K 24 5.14% Increased
586
TCTC Holdings
TCTC Holdings
Texas
$105M +$377K 8 6.01% Increased
587
SC
SRB Corp
Massachusetts
$105M +$4.79M 3 13.88% Increased
588
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$104M +$1.71M 10 3.93% Increased
589
AHL Partners
AHL Partners
United Kingdom
$103M +$27M 33 4.11% Increased
590
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$103M +$102M 2 2.77% New
591
Barings
Barings
North Carolina
$103M +$12.7M 32 3.1% Increased
592
Williams Jones & Associates
Williams Jones & Associates
New York
$102M +$13.6M 11 3.93% Increased
593
Meag Munich Ergo
Meag Munich Ergo
Germany
$102M -$30M 7 5.25% Reduced
594
SCM
Suvretta Capital Management
New York
$102M -$33M 1 4.83% Reduced
595
Cullen Capital Management
Cullen Capital Management
New York
$101M -$928K 3 3.24% Reduced
596
Driehaus Capital Management
Driehaus Capital Management
Illinois
$101M -$9.32M 18 3.5% Reduced
597
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$100M +$20.2M 53 4.9% Increased
598
PC
Passport Capital
California
$100M -$28.2M 3 2.02% Reduced
599
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$99.9M +$7.76M 12 3.2% Increased
600
ACM
Ashe Capital Management
New Jersey
$99.8M $0 1 13.89% Maintained
22 23
24
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