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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	T TOBAM Paris, France	$90.8M	+$26.7M	5	2.57%	Increased
602	SAM Securian Asset Management St Paul, Minnesota	$89.5M	+$1.37M	27	3.03%	Increased
603	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$89.4M	-$198K	27	2.9%	Reduced
604	Cullen/Frost Bankers San Antonio, Texas	$88.5M	+$13.9M	10	3.58%	Increased
605	PRA Parametric Risk Advisors Westport, Connecticut	$88.4M	+$3.05M	6	5.96%	Increased
606	Vaughan David Investments Peoria, Illinois	$88.1M	-$663K	4	5.37%	Reduced
607	THSP Taube Hodson Stonex Partners London, United Kingdom	$88.1M	+$2.86M	1	7.56%	Increased
608	OAM Oxford Asset Management Oxford, United Kingdom	$87.9M	+$14M	19	2.01%	Increased
609	WesBanco Bank Wheeling, West Virginia	$87.7M	-$2.87M	15	4.93%	Reduced
610	ANI American National Insurance Galveston, Texas	$86.8M	$0	13	5.29%	Maintained
611	Samlyn Capital New York	$86.2M	+$2.08M	1	1.78%	Increased
612	BA Boston Advisors Boston, Massachusetts	$86.2M	+$10.1M	12	3.66%	Increased
613	TCP TAMRO Capital Partners Alexandria, Virginia	$86M	-$11.8M	3	5.71%	Reduced
614	Bowen Hanes & Co Ponte Vedra Beach, Florida	$86M	+$5.38M	7	4.2%	Increased
615	Dana Investment Advisors Waukesha, Wisconsin	$85.3M	+$1.42M	6	4.93%	Increased
616	Barings Charlotte, North Carolina	$84.9M	+$7.83M	24	1.84%	Increased
617	Cohen & Steers New York	$84.7M	-$80M	3	0.26%	Reduced
618	Conning Inc Hartford, Connecticut	$84.5M	-$842K	13	4.43%	Reduced
619	TCM Tekne Capital Management New York	$84.1M	-$32.9M	3	4.91%	Reduced
620	Zacks Investment Management Chicago, Illinois	$84.1M	+$15.9M	20	2.93%	Increased
621	CC Cannell & Co New York	$84M	-$35.7M	6	2.63%	Reduced
622	IHL Investment House LLC Redondo Beach, California	$84M	+$476K	14	13.96%	Increased
623	United Capital Financial Advisors Irving, Texas	$83.9M	-$566K	24	1.46%	Reduced
624	Everett Harris & Co Los Angeles, California	$83.6M	-$11.5M	5	3.02%	Reduced
625	EULAV Asset Management Sarasota, Florida	$83.5M	+$1.69M	14	4.54%	Increased