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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	Gabelli Funds Rye, New York	$468M	+$5.72M	31	2.95%	Increased
577	CAM ClariVest Asset Management San Diego, California	$468M	-$1.41M	38	14.39%	Reduced
578	Tocqueville Asset Management New York	$467M	+$12.6M	37	6.43%	Increased
579	Quilter Plc London, United Kingdom	$466M	-$6.37M	9	12.13%	Reduced
580	Beck Mack & Oliver New York	$465M	+$49.4M	9	11.08%	Increased
581	Capital Fund Management (CFM) Paris, France	$463M	+$255M	49	3.34%	Increased
582	Crawford Investment Counsel Atlanta, Georgia	$463M	-$4.44M	15	8.79%	Reduced
583	PCM Palestra Capital Management New York	$462M	-$285M	3	13.39%	Reduced
584	Phoenix Financial Givatayim, Israel	$461M	+$26.8M	22	7.59%	Increased
585	Scharf Investments Los Gatos, California	$460M	-$28.2M	4	13.65%	Reduced
586	Andra AP-fonden Goteborg, Sweden	$459M	+$11.2M	49	9.36%	Increased
587	GHP Great Hill Partners Boston, Massachusetts	$459M	$0	1	100%	Maintained
588	Ferguson Wellman Capital Management Portland, Oregon	$452M	+$8.46M	14	13.17%	Increased
589	ROIC Route One Investment Company San Francisco, California	$450M	-$50.6M	2	9.99%	Reduced
590	RE RBC Europe London, United Kingdom	$450M	-$41.5M	34	19.8%	Reduced
591	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$447M	+$4.32M	5	6.79%	Increased
592	TC TownSquare Capital Provo, Utah	$447M	+$34.8M	54	11.2%	Increased
593	WI Wafra Inc New York	$445M	+$90.2M	7	14.09%	Increased
594	Johnson Investment Counsel Cincinnati, Ohio	$444M	-$119M	26	5.44%	Reduced
595	LCP LGT Capital Partners Pfaeffikon, Switzerland	$444M	-$38M	6	11.8%	Reduced
596	SC SRB Corp Boston, Massachusetts	$443M	-$608K	4	23.1%	Reduced
597	CCM Cota Capital Management San Francisco, California	$437M	+$106M	12	74.85%	Increased
598	IC Immersion Capital London, United Kingdom	$437M	+$7.39M	3	40.39%	Increased
599	Private Advisor Group Morristown, New Jersey	$437M	-$157M	63	3.28%	Reduced
600	FPM Francisco Partners Management San Francisco, California	$436M	$0	1	11.61%	Maintained