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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	Vaughan David Investments Peoria, Illinois	$87.2M	-$603K	4	5.03%	Reduced
627	Impax Asset Management (UK) London, United Kingdom	$86.6M	-$4.91M	2	5.83%	Reduced
628	AL Airain Ltd St. Peter Port, Guernsey	$86.5M	+$56M	17	7.08%	Increased
629	ACM Andor Capital Management Rye Brook, New York	$86.4M	-$109M	2	5.5%	Reduced
630	TCP TAMRO Capital Partners Alexandria, Virginia	$86.2M	-$14.2M	3	5.79%	Reduced
631	LCM Logan Capital Management Newtown Square, Pennsylvania	$85.9M	-$27.1M	15	6.21%	Reduced
632	Conning Inc Hartford, Connecticut	$85.3M	+$983K	13	4.17%	Increased
633	Profund Advisors Bethesda, Maryland	$85M	+$4.8M	40	3.48%	Increased
634	Barings Charlotte, North Carolina	$84.9M	-$989K	25	1.88%	Reduced
635	Tudor Investment Corp Stamford, Connecticut	$84.7M	+$11M	35	2.95%	Increased
636	O'Shaughnessy Asset Management Stamford, Connecticut	$84.7M	+$11.3M	23	1.62%	Increased
637	Alpha Wave Global New York	$84.5M	+$73.5M	1	4.58%	New
638	Bowen Hanes & Co Ponte Vedra Beach, Florida	$84.5M	-$1.89M	6	4.14%	Reduced
639	Cincinnati Financial Corp Fairfield, Ohio	$83.6M	+$4.12M	3	5.1%	Increased
640	WesBanco Bank Wheeling, West Virginia	$83.5M	-$2.87M	15	4.55%	Reduced
641	Apex Capital Management Dayton, Ohio	$83.5M	+$30.8M	9	2.22%	Increased
642	Avalon Investment & Advisory Houston, Texas	$82.7M	+$7.64M	5	3.77%	Increased
643	JCM Janney Capital Management Pittsburgh, Pennsylvania	$82.4M	+$2.87M	5	4.74%	Increased
644	Capital International Los Angeles, California	$82M	+$2.56M	7	5%	Increased
645	ANI American National Insurance Galveston, Texas	$81.7M	-$6.5M	13	4.85%	Reduced
646	Ingalls & Snyder LLC New York	$81.5M	-$700K	10	4.73%	Reduced
647	IHL Investment House LLC Redondo Beach, California	$81.5M	-$2.19M	14	13.15%	Reduced
648	First National Bank of Omaha Omaha, Nebraska	$80.8M	-$2.55M	15	5.65%	Reduced
649	NAM NorthCoast Asset Management Greenwich, Connecticut	$80.4M	+$81.2M	4	3.95%	New
650	ACR Alpine Capital Research St. Louis, Missouri	$80.4M	+$6.1M	1	10.56%	Increased