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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	Johnson Investment Counsel Cincinnati, Ohio	$184M	-$6.61M	23	3.67%	Reduced
602	Letko, Brosseau & Associates Montreal, Quebec, Canada	$184M	-$6.35M	4	1.88%	Reduced
603	JCM Jag Capital Management St Louis, Missouri	$184M	-$32.4M	16	22.27%	Reduced
604	Clal Insurance Tel-Aviv, Israel	$184M	-$6.6M	6	4.47%	Reduced
605	Cardano Risk Management Rotterdam, Netherlands	$183M	+$12M	1	39.47%	Increased
606	EC EMS Capital New York	$183M	-$39M	3	14.61%	Reduced
607	CLCM Center Lake Capital Management West Palm Beach, Florida	$182M	-$16.9M	5	90.25%	Reduced
608	Anchor Capital Advisors Boston, Massachusetts	$182M	+$20.6M	8	6.57%	Increased
609	Credit Agricole Montrouge Cedex, France	$182M	+$22.9M	30	8.83%	Increased
610	Profund Advisors Bethesda, Maryland	$182M	-$16.1M	47	9.2%	Reduced
611	1WCM 12 West Capital Management New York	$182M	+$88.6M	2	11.69%	Increased
612	Sit Investment Associates Minneapolis, Minnesota	$182M	+$3.83M	18	5.58%	Increased
613	RIM Ranger Investment Management Dallas, Texas	$181M	+$17.6M	15	12.96%	Increased
614	PP PDT Partners New York	$180M	-$43.8M	28	10.67%	Reduced
615	Ossiam Paris, France	$180M	+$88M	26	12.52%	Increased
616	Picton Mahoney Asset Management Toronto, Ontario, Canada	$178M	-$904K	15	12.54%	Reduced
617	New Mexico Educational Retirement Board Santa Fe, New Mexico	$177M	-$9.59M	34	8.03%	Reduced
618	MNBTD Moody National Bank Trust Division Galveston, Texas	$177M	+$97.1K	15	4.97%	Increased
619	SRFM Shannon River Fund Management New York	$177M	-$3.64M	8	30.71%	Reduced
620	Andra AP-fonden Goteborg, Sweden	$177M	-$7.5M	37	5.25%	Reduced
621	BHG Blue Harbour Group Greenwich, Connecticut	$176M	-$84.4M	1	10.3%	Reduced
622	Colony Group Boston, Massachusetts	$174M	+$4.44M	25	5.55%	Increased
623	MFWM Motley Fool Wealth Management Alexandria, Virginia	$174M	+$38.2M	10	11.51%	Increased
624	ANI American National Insurance Galveston, Texas	$174M	$0	14	9.25%	Maintained
625	GD Grandfield & Dodd New York	$174M	-$252K	13	17.13%	Reduced