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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	Cincinnati Financial Corp Fairfield, Ohio	$83.5M	$0	3	5.48%	Maintained
627	TAM Third Avenue Management New York	$83.4M	$0	3	1.75%	Maintained
628	MCO MAK Capital One New York	$82.8M	$0	1	53.96%	Maintained
629	KBC Group Brussels, Belgium	$82.1M	-$342M	30	2.87%	Reduced
630	Driehaus Capital Management Chicago, Illinois	$81.7M	-$17.1M	22	3.11%	Reduced
631	Whittier Trust South Pasadena, California	$81.7M	+$1.89M	27	3.98%	Increased
632	NG NatWest Group Edinburgh, Scotland, United Kingdom	$81.4M	-$2.96M	8	0.69%	Reduced
633	Adams Diversified Equity Fund Baltimore, Maryland	$81.3M	-$4.52M	5	5.36%	Reduced
634	First National Bank of Omaha Omaha, Nebraska	$80.9M	-$3.09M	15	5.89%	Reduced
635	CPIM Columbia Partners Investment Management Alexandria, Virginia	$80.6M	-$35.3M	12	4.11%	Reduced
636	JCM Janney Capital Management Pittsburgh, Pennsylvania	$80.4M	+$3.32M	5	4.86%	Increased
637	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$79.6M	+$187K	5	9.71%	Increased
638	CC Chubb Corp Warren, New Jersey	$79.5M	$0	4	4.32%	Maintained
639	QS Investors New York	$79.4M	+$5.97M	22	2.13%	Increased
640	MI Markston International White Plains, New York	$79.3M	+$967K	6	4.86%	Increased
641	Cannell & Spears New York	$79.2M	+$149K	6	9.47%	Increased
642	Intact Investment Management Montreal, Quebec, Canada	$78.9M	-$15.7M	9	3.24%	Reduced
643	SCM Shapiro Capital Management Atlanta, Georgia	$78.6M	-$24.7M	1	2.06%	Reduced
644	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$78.5M	-$30.5M	2	2.88%	Reduced
645	O'Shaughnessy Asset Management Stamford, Connecticut	$78M	+$6.16M	23	1.43%	Increased
646	CA Cortland Advisers Wilmington, Delaware	$78M	$0	1	1.71%	Maintained
647	Profund Advisors Bethesda, Maryland	$77.8M	+$1.36M	34	3.64%	Increased
648	Washington Trust Westerly, Rhode Island	$77.5M	-$468K	8	5.68%	Reduced
649	B BloombergSen Toronto, Ontario, Canada	$77.1M	$0	1	5.7%	Maintained
650	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$77.1M	+$1.28M	10	9.1%	Increased