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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	OA Oak Associates Akron, Ohio	$121M	+$24.5M	11	9.63%	Increased
602	Parallax Volatility Advisers San Francisco, California	$120M	+$2.44M	35	0.25%	Increased
603	OAM Origin Asset Management London, United Kingdom	$119M	-$2.52M	7	7.4%	Reduced
604	CT Cambridge Trust Cambridge, Massachusetts	$118M	-$1.9M	11	7.85%	Reduced
605	Granahan Investment Management Waltham, Massachusetts	$117M	-$215M	19	11.75%	Reduced
606	Everett Harris & Co Los Angeles, California	$116M	+$4.64M	5	3.81%	Increased
607	TP Thunderbird Partners London, United Kingdom	$116M	+$12M	1	12.99%	Increased
608	WestEnd Advisors Charlotte, North Carolina	$116M	-$25.2M	2	9.65%	Reduced
609	Cambiar Investors Denver, Colorado	$115M	-$5.28M	3	1.92%	Reduced
610	HSC Harbor Spring Capital New York	$115M	$0	2	16.57%	Maintained
611	Waratah Capital Advisors Toronto, Ontario, Canada	$115M	+$13.7M	8	15.24%	Increased
612	Amalgamated Bank New York	$115M	-$34.8M	51	5.73%	Reduced
613	LCM Logan Capital Management Newtown Square, Pennsylvania	$115M	-$16M	14	8.86%	Reduced
614	Gates Capital Management New York	$115M	+$4.03M	2	4.18%	Increased
615	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$115M	-$26.3M	32	4.49%	Reduced
616	Copeland Capital Management Conshohocken, Pennsylvania	$115M	-$1.14M	8	7.99%	Reduced
617	Becker Capital Management Portland, Oregon	$114M	-$7.75M	4	4.15%	Reduced
618	SC Stralem & Co New York	$114M	-$5.78M	5	13.35%	Reduced
619	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$113M	-$3.41M	11	19.99%	Reduced
620	ZWJ Investment Counsel Atlanta, Georgia	$112M	+$476K	12	9.21%	Increased
621	Quadrature Capital London, United Kingdom	$112M	-$47.3M	29	8.06%	Reduced
622	GD Grandfield & Dodd New York	$112M	-$3.63M	11	13.78%	Reduced
623	Bartlett & Co Cincinnati, Ohio	$111M	-$3.34M	13	5.06%	Reduced
624	OI Oakbrook Investments Lisle, Illinois	$111M	-$7.56M	20	7.26%	Reduced
625	VIM Veritas Investment Management London, United Kingdom	$111M	-$2.02M	5	18.31%	Reduced