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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
626	ECM Estabrook Capital Management New York	$64.2M	+$64.8M	10	6.8%	New
627	Stock Yards Bank & Trust Louisville, Kentucky	$64.2M	+$65.8M	5	7.13%	New
628	ARTA A.R.T. Advisors New York	$64.1M	+$67.1M	26	2.1%	New
629	SFM Stack Financial Management Whitefish, Montana	$64M	+$63.3M	3	9.15%	New
630	CC Colrain Capital Boston, Massachusetts	$63.8M	+$62.5M	3	4.66%	New
631	Ingalls & Snyder LLC New York	$63.8M	+$64.2M	7	4.06%	New
632	Synovus Financial Columbus, Georgia	$63.8M	+$64.5M	10	1.95%	New
633	Wilmington Trust National Association Wilmington, Delaware	$63.6M	+$64.4M	15	2.76%	New
634	OA Oak Associates Akron, Ohio	$62.9M	+$65.2M	12	7.49%	New
635	Bowen Hanes & Co Ponte Vedra Beach, Florida	$62.4M	+$64.9M	4	3.34%	New
636	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$62.4M	+$64.4M	6	5.7%	New
637	DnB Asset Management Oslo, Norway	$62.4M	+$64.2M	5	1.85%	New
638	D.A. Davidson & Co Great Falls, Montana	$61.7M	+$62.1M	40	2.98%	New
639	ANI American National Insurance Galveston, Texas	$61.6M	+$62.2M	8	4.59%	New
640	SCM Suffolk Capital Management New York	$61.5M	+$61M	8	8.86%	New
641	TAM Third Avenue Management New York	$61.4M	+$59.9M	2	1.21%	New
642	WSA Wall Street Associates Lajolla, California	$61.4M	+$55M	13	6.26%	New
643	CHAM Clear Harbor Asset Management Stamford, Connecticut	$61.3M	+$61.1M	5	18.16%	New
644	EC Eminence Capital New York	$60.6M	+$65.5M	1	1.49%	New
645	B BloombergSen Toronto, Ontario, Canada	$60.6M	+$65.5M	1	7.45%	New
646	Advisors Asset Management Monument, Colorado	$60.6M	+$60.2M	37	1.14%	New
647	Birch Hill Investment Advisors Boston, Massachusetts	$60.3M	+$61.6M	5	7.56%	New
648	SCA Summit Creek Advisors Minneapolis, Minnesota	$60.3M	+$55M	5	11.29%	New
649	Bel Air Investment Advisors Los Angeles, California	$60.2M	+$61.4M	5	8.82%	New
650	MCC Mid Continent Capital Chicago, Illinois	$60.2M	+$62M	6	4.39%	New