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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	IRF IBM Retirement Fund Armonk, New York	$115M	-$37.5M	39	5.81%	Reduced
577	Country Trust Bank Bloomington, Illinois	$115M	+$6.39M	10	5.95%	Increased
578	CP Coho Partners Berwyn, Pennsylvania	$115M	+$1.63M	4	4.13%	Increased
579	OAM Oxford Asset Management Oxford, United Kingdom	$114M	+$8.73M	27	3.51%	Increased
580	Nippon Life Global Investors Americas New York	$113M	+$1.17M	8	10.69%	Increased
581	LCM Logan Capital Management Newtown Square, Pennsylvania	$113M	+$3.05M	15	9.26%	Increased
582	TCTC Holdings Dallas, Texas	$113M	-$301K	9	8.29%	Reduced
583	TAM Tiverton Asset Management Wilimington, Delaware	$113M	-$493M	14	9.06%	Reduced
584	Park National Corp Newark, Ohio	$113M	+$228K	12	7.18%	Increased
585	LCS Levin Capital Strategies New York	$112M	-$5.15M	6	1.65%	Reduced
586	IIM Ivory Investment Management New York	$112M	+$25.8M	4	3.19%	Increased
587	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$111M	-$18M	2	6.8%	Reduced
588	BTP Bloom Tree Partners New York	$110M	-$19.3M	2	8.52%	Reduced
589	OI Oakbrook Investments Lisle, Illinois	$110M	-$8.79M	22	6.72%	Reduced
590	Daiwa Securities Group Tokyo, Japan	$110M	-$6.9M	27	0.66%	Reduced
591	New Mexico Educational Retirement Board Santa Fe, New Mexico	$110M	-$14.8M	17	5.48%	Reduced
592	PM Pembroke Management Montreal, Quebec, Canada	$109M	+$503K	4	10.84%	Increased
593	Amalgamated Bank New York	$109M	+$810K	48	6.34%	Increased
594	Trillium Asset Management Boston, Massachusetts	$109M	-$945K	12	6.99%	Reduced
595	VM Valinor Management New York	$109M	-$56.4M	1	3.75%	Reduced
596	DCP Darsana Capital Partners New York	$109M	-$50.2M	1	5.42%	Reduced
597	Creative Planning Overland Park, Kansas	$108M	+$14.9M	77	0.69%	Increased
598	Fiduciary Trust Boston, Massachusetts	$108M	-$278K	15	3.71%	Reduced
599	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$108M	+$6.02M	2	9.09%	Increased
600	SC Stralem & Co New York	$108M	+$6.73M	5	12.47%	Increased