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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	Hardman Johnston Global Advisors Stamford, Connecticut	$102M	+$4.87M	4	6.75%	Increased
577	Cullen Capital Management New York	$101M	-$20.2K	3	3.56%	Reduced
578	PCM Palestra Capital Management New York	$101M	-$11.7M	2	9.78%	Reduced
579	Voloridge Investment Management Jupiter, Florida	$101M	+$40.7M	7	4.75%	Increased
580	B BP London, United Kingdom	$101M	-$13.4M	10	4.53%	Reduced
581	OI Oakbrook Investments Lisle, Illinois	$101M	+$15.5M	21	6.61%	Increased
582	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$101M	$0	1	14.74%	Maintained
583	ESCM Echo Street Capital Management New York	$100M	+$31.2M	7	3.7%	Increased
584	DVI Deccan Value Investors Greenwich, Connecticut	$99.9M	$0	1	14.93%	Maintained
585	CC Curian Capital Denver, Colorado	$99.5M	-$48.6M	17	2.66%	Reduced
586	Daiwa Securities Group Tokyo, Japan	$99.3M	+$10.7M	27	0.71%	Increased
587	HCM HMI Capital Management San Francisco, California	$99.2M	+$20.3M	2	31.11%	Increased
588	TCTC Holdings Dallas, Texas	$99.2M	+$1.62M	9	5.64%	Increased
589	AC Ascend Capital Orinda, California	$98.8M	+$4.26M	2	3.88%	Increased
590	Country Trust Bank Bloomington, Illinois	$98M	+$487K	9	5.37%	Increased
591	New Mexico Educational Retirement Board Santa Fe, New Mexico	$98M	+$5.93M	15	4.81%	Increased
592	DVC Deer VII & Co Larchmont, New York	$97.5M	-$16.8M	1	92.42%	Reduced
593	CPIM Columbia Partners Investment Management Alexandria, Virginia	$97.3M	+$9.5M	17	6.79%	Increased
594	Conning Inc Hartford, Connecticut	$96.6M	+$5.06M	13	4.24%	Increased
595	FIM Freedom Investment Management Hartford, Connecticut	$95.2M	+$94.4M	17	9.7%	Increased
596	CA Cortland Advisers Wilmington, Delaware	$94M	$0	1	2.34%	Maintained
597	Trillium Asset Management Boston, Massachusetts	$93.9M	+$1.8M	11	6.59%	Increased
598	WA Westport Advisers Westport, Connecticut	$93.9M	-$246K	3	12.72%	Reduced
599	BA Boston Advisors Boston, Massachusetts	$93.8M	-$1.28M	14	3.52%	Reduced
600	RG Renaissance Group Covington, Kentucky	$93.8M	+$683K	8	3.73%	Increased