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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	Fiduciary Trust Boston, Massachusetts	$156M	-$1.97M	21	4.72%	Reduced
602	PP Paloma Partners Greenwich, Connecticut	$156M	+$63.4M	37	2.85%	Increased
603	HLC Hunt Lane Capital New York	$155M	-$131M	5	18.78%	Reduced
604	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$154M	+$55.3M	5	11.04%	Increased
605	SB Simmons Bank Pine Bluff, Arkansas	$154M	-$8.06M	15	13.99%	Reduced
606	FCM Flinton Capital Management Philadelphia, Pennsylvania	$154M	+$2.57M	24	4.98%	Increased
607	IVMX Institutional Venture Management XIII Menlo Park, California	$154M	+$37.3M	2	50.42%	Increased
608	PEAK6 Group Chicago, Illinois	$153M	+$54.7M	52	0.65%	Increased
609	Eventide Asset Management Boston, Massachusetts	$153M	+$7.72M	5	6.36%	Increased
610	MCI McDonald Capital Investors Orinda, California	$153M	-$4.73M	2	12.41%	Reduced
611	Pacer Advisors Malvern, Pennsylvania	$153M	+$25.3M	37	6.91%	Increased
612	Ceredex Value Advisors Orlando, Florida	$152M	-$36.4M	2	1.74%	Reduced
613	CP Coho Partners Berwyn, Pennsylvania	$152M	+$3.74M	3	3.75%	Increased
614	AAM AMI Asset Management Los Angeles, California	$152M	+$25.1M	6	10.84%	Increased
615	Chartwell Investment Partners Berywn, Pennsylvania	$151M	+$38.9M	22	4.49%	Increased
616	ANI American National Insurance Galveston, Texas	$151M	$0	15	7.46%	Maintained
617	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$151M	-$3.3M	1	22.84%	Reduced
618	CT Cambridge Trust Cambridge, Massachusetts	$151M	-$538K	14	9.35%	Reduced
619	IHL Investment House LLC Redondo Beach, California	$150M	-$709K	15	17.42%	Reduced
620	ECM Ensemble Capital Management San Francisco, California	$150M	+$7.93M	5	25.89%	Increased
621	Wedge Capital Management Charlotte, North Carolina	$149M	+$70.9M	15	1.46%	Increased
622	OA Oak Associates Akron, Ohio	$148M	+$2.97M	10	9.89%	Increased
623	GIP Granite Investment Partners El Segundo, California	$148M	-$21.7M	23	9.35%	Reduced
624	Vident Investment Advisory Alpharetta, Georgia	$147M	+$6.96M	36	5.8%	Increased
625	R.M. Davis Inc Portland, Maine	$147M	-$2.46M	12	5.71%	Reduced