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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
601	Menora Mivtachim Holdings Ramat Gan, Israel	$69.3M	+$67.7M	4	5.88%	New
602	WEC White Elm Capital Greenwich, Connecticut	$68.3M	+$69.3M	3	8.49%	New
603	Nippon Life Global Investors Americas New York	$68.3M	+$68.1M	8	7.56%	New
604	Whittier Trust South Pasadena, California	$68.1M	+$70.1M	25	3.82%	New
605	ECM Empire Capital Management Westport, Connecticut	$68M	+$67.8M	5	8.2%	New
606	SCM Shapiro Capital Management Atlanta, Georgia	$67.6M	+$64.1M	1	2.11%	New
607	Loews Corp New York	$67.2M	+$65.9M	4	0.4%	New
608	Cooke & Bieler Philadelphia, Pennsylvania	$67.1M	+$63.7M	2	1.6%	New
609	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$67M	+$67M	26	2.62%	New
610	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$67M	+$69M	2	11.83%	New
611	Oppenheimer & Co New York	$67M	+$67.2M	16	2.59%	New
612	CGM Capital Growth Management Boston, Massachusetts	$66.9M	+$63.2M	2	1.77%	New
613	ACM Argent Capital Management St Louis, Missouri	$66.7M	+$70.7M	5	4.27%	New
614	ZWJ Investment Counsel Atlanta, Georgia	$66.5M	+$65.3M	6	8.98%	New
615	Nicholas Company Milwaukee, Wisconsin	$66.4M	+$65M	14	2.03%	New
616	MI Markston International White Plains, New York	$66.2M	+$66.7M	6	4.3%	New
617	UMB Bank Kansas City, Missouri	$65.8M	+$68.6M	11	3.86%	New
618	BC Brahman Capital New York	$65.6M	+$70.9M	1	2.58%	New
619	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$65.6M	+$65.8M	4	10.73%	New
620	GACM Green Arrow Capital Management New York	$65.5M	+$63.8M	8	5.3%	New
621	ICM Intrepid Capital Management Jacksonville Beach, Florida	$65.1M	+$62.6M	3	11.39%	New
622	Jupiter Asset Management London, United Kingdom	$65M	+$64.1M	4	2.9%	New
623	Dana Investment Advisors Waukesha, Wisconsin	$65M	+$66.8M	5	4.92%	New
624	AKRE Capital Management Middleburg, Virginia	$64.7M	+$64M	3	2.93%	New
625	WIM Weitz Investment Management Omaha, Nebraska	$64.3M	+$61.1M	2	2.6%	New