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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	WorldQuant Millennium Advisors New York	$148M	+$34.8M	13	4.39%	Increased
602	FCM Flinton Capital Management Philadelphia, Pennsylvania	$148M	-$695K	40	5.61%	Reduced
603	TIAA FSB Jacksonville, Florida	$148M	+$10.3M	9	0.84%	Increased
604	Trillium Asset Management Boston, Massachusetts	$148M	-$3.99M	15	8.56%	Reduced
605	ANI American National Insurance Galveston, Texas	$147M	+$1.07M	15	8.59%	Increased
606	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$147M	+$6.83M	14	7.28%	Increased
607	Ferguson Wellman Capital Management Portland, Oregon	$146M	-$658K	11	5.6%	Reduced
608	Mariner Overland Park, Kansas	$145M	+$72.2M	24	2.59%	Increased
609	IHL Investment House LLC Redondo Beach, California	$145M	-$1.71M	14	18.08%	Reduced
610	ARK Investment Management St. Petersburg, Florida	$144M	-$977K	20	5.84%	Reduced
611	FFA First Foundation Advisors Irvine, California	$143M	+$10.2M	17	9.05%	Increased
612	CT Cambridge Trust Cambridge, Massachusetts	$143M	-$6.95M	13	9.87%	Reduced
613	Chartwell Investment Partners Berywn, Pennsylvania	$143M	-$10.6M	24	5.04%	Reduced
614	APC Alta Park Capital San Francisco, California	$142M	+$31.8M	12	67.01%	Increased
615	Daiwa Securities Group Tokyo, Japan	$142M	-$24.1M	37	1.36%	Reduced
616	Boston Financial Management Boston, Massachusetts	$140M	+$7.08M	15	9.72%	Increased
617	LC Lunia Capital Dallas, Texas	$140M	+$52.8M	11	30.74%	Increased
618	SRFM Shannon River Fund Management New York	$138M	-$6.4M	11	39.32%	Reduced
619	R.M. Davis Inc Portland, Maine	$138M	+$860K	12	5.67%	Increased
620	Bridgeway Capital Management Houston, Texas	$138M	-$4.91M	19	1.84%	Reduced
621	LFDLE La Financiere de L'Echiquier Paris, France	$138M	+$51.8M	11	26.97%	Increased
622	PP Paloma Partners Greenwich, Connecticut	$138M	-$24.4K	24	4.21%	Reduced
623	SIM Spark Investment Management New York	$138M	+$36.9M	33	9.5%	Increased
624	Hancock Whitney Gulfport, Mississippi	$138M	+$13.7M	28	4.65%	Increased
625	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$137M	+$8.88M	12	24.47%	Increased