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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	Westwood Holdings Group Dallas, Texas	$186M	-$94.8M	12	2.02%	Reduced
602	E. Ohman J:or Asset Management Stockholm, Sweden	$184M	-$3.06M	24	12.1%	Reduced
603	RHJA Rice Hall James & Associates San Diego, California	$184M	-$10.8M	16	6.13%	Reduced
604	SI Standard Investments New York	$184M	+$37M	2	18.23%	Increased
605	RIM Ranger Investment Management Dallas, Texas	$184M	-$8.01M	13	12.56%	Reduced
606	Hancock Whitney Gulfport, Mississippi	$184M	-$1.12M	28	5.88%	Reduced
607	Allstate Corporation Northbrook, Illinois	$183M	+$24.3M	21	3.28%	Increased
608	M Mirova Paris, France	$182M	+$170M	10	16.11%	Increased
609	FA Friess Associates Greenville, Delaware	$181M	-$14.6M	13	13.23%	Reduced
610	Clal Insurance Tel-Aviv, Israel	$181M	-$29.4M	5	4.16%	Reduced
611	Sit Investment Associates Minneapolis, Minnesota	$180M	-$4.2M	19	5.54%	Reduced
612	LCM Logan Capital Management Newtown Square, Pennsylvania	$179M	-$323K	16	10.54%	Reduced
613	MNBTD Moody National Bank Trust Division Galveston, Texas	$179M	-$13.4M	15	5.08%	Reduced
614	Ferguson Wellman Capital Management Portland, Oregon	$179M	-$13.4M	11	5.94%	Reduced
615	Banco Santander Madrid, Spain	$178M	-$9.93M	18	1.81%	Reduced
616	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$178M	-$613M	37	7.16%	Reduced
617	SC Sageview Capital Greenwich, Connecticut	$177M	-$504M	1	100%	Reduced
618	Picton Mahoney Asset Management Toronto, Ontario, Canada	$177M	-$697K	13	12.16%	Reduced
619	Hood River Capital Management Palm Beach Gardens, Florida	$177M	+$26.2M	12	8.29%	Increased
620	ANI American National Insurance Galveston, Texas	$176M	-$12.4M	14	9.39%	Reduced
621	CAM Cortina Asset Management Milwaukee, Wisconsin	$176M	+$5M	16	10.9%	Increased
622	R.M. Davis Inc Portland, Maine	$175M	-$3.38M	13	6.24%	Reduced
623	GD Grandfield & Dodd New York	$174M	-$866K	13	17.16%	Reduced
624	EPC Emerson Point Capital Larchmont, New York	$173M	+$26.5M	10	37.77%	Increased
625	Antipodes Partners Royal Exchange, Australia	$173M	-$12M	1	7.96%	Reduced