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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	Burney Company Reston, Virginia	$85.6M	+$10.7M	17	5.87%	Increased
627	ZWJ Investment Counsel Atlanta, Georgia	$85.6M	-$2.13M	6	8.96%	Reduced
628	Seizert Capital Partners Birmingham, Michigan	$85M	-$33.2M	3	2.14%	Reduced
629	ACR Alpine Capital Research St. Louis, Missouri	$84.9M	+$15.6M	1	10.31%	Increased
630	Hancock Whitney Gulfport, Mississippi	$84.8M	-$1.21M	10	3.24%	Reduced
631	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$84.5M	+$83.1M	29	1.72%	New
632	Avalon Investment & Advisory Houston, Texas	$84.3M	+$7.31M	5	3.69%	Increased
633	Cannell & Spears New York	$84.3M	+$1.81M	6	10.09%	Increased
634	LCM Logan Capital Management Newtown Square, Pennsylvania	$84M	-$6.97M	16	5.92%	Reduced
635	Samlyn Capital New York	$83.9M	+$29.8M	2	1.35%	Increased
636	WEC White Elm Capital Greenwich, Connecticut	$83.7M	+$7.87M	4	9%	Increased
637	Discovery Capital Management South Norwalk, Connecticut	$83.6M	-$47M	1	0.95%	Reduced
638	PRA Parametric Risk Advisors Westport, Connecticut	$83.5M	-$2.36M	5	5.66%	Reduced
639	Great Lakes Advisors Chicago, Illinois	$82.9M	+$34.9M	13	2.54%	Increased
640	Vaughan David Investments Peoria, Illinois	$82.7M	+$890K	4	4.9%	Increased
641	EULAV Asset Management Sarasota, Florida	$82.5M	+$1.66M	11	4.25%	Increased
642	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$82.4M	+$32.9M	2	2.22%	Increased
643	CC Chubb Corp Warren, New Jersey	$82M	$0	4	4.26%	Maintained
644	Fiduciary Trust Boston, Massachusetts	$81.9M	-$4.05M	7	3.39%	Reduced
645	Alyeska Investment Group Chicago, Illinois	$81.7M	+$30.9M	12	1.13%	Increased
646	JCM Janney Capital Management Pittsburgh, Pennsylvania	$81.7M	+$2.81M	5	2.73%	Increased
647	SA Smithwood Advisers Los Angeles, California	$81.3M	$0	1	8.35%	Maintained
648	Cubist Systematic Strategies Stamford, Connecticut	$81.1M	-$10.4M	50	3.97%	Reduced
649	TP Theleme Partners London, United Kingdom	$81M	$0	1	5.43%	Maintained
650	WesBanco Bank Wheeling, West Virginia	$80.6M	-$720K	15	4.45%	Reduced