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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	SB Simmons Bank Pine Bluff, Arkansas	$101M	-$520K	9	11.11%	Reduced
627	Bartlett & Co Cincinnati, Ohio	$101M	-$376K	15	4.86%	Reduced
628	Ladenburg Thalmann Financial Services Miami, Florida	$101M	+$4.52M	81	1.51%	Increased
629	Bridgeway Capital Management Houston, Texas	$101M	-$16.8M	22	1.5%	Reduced
630	YCMGA York Capital Management Global Advisors New York	$100M	+$12.1M	2	3.18%	Increased
631	JHC JFB Holdings Corp Atlanta, Georgia	$99.6M	-$5.86M	1	3.18%	Reduced
632	Jupiter Asset Management London, United Kingdom	$99.4M	+$12.5M	14	3.75%	Increased
633	Hennessy Advisors Inc Novato, California	$99.2M	+$80.9M	5	2.82%	Increased
634	NCA Newbrook Capital Advisors New York	$98.9M	+$75.6M	2	8.84%	Increased
635	People's United Financial Bridgeport, Connecticut	$98.7M	+$2.65M	24	5.2%	Increased
636	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$98.5M	-$2.02M	44	5.18%	Reduced
637	Rathbones Group Liverpool, United Kingdom	$98.4M	+$17.4M	10	5.08%	Increased
638	Adams Diversified Equity Fund Baltimore, Maryland	$97.9M	$0	10	6.58%	Maintained
639	OAM Origin Asset Management London, United Kingdom	$97.7M	+$14.6M	8	6.21%	Increased
640	Oppenheimer & Co New York	$97.3M	-$4.38M	24	2.84%	Reduced
641	SFM Stack Financial Management Whitefish, Montana	$97.3M	+$15M	3	11.34%	Increased
642	Whittier Trust South Pasadena, California	$97.2M	+$320K	31	4.23%	Increased
643	Laurion Capital Management New York	$96.3M	-$56.9M	17	0.9%	Reduced
644	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$96.1M	+$6.4M	10	18.33%	Increased
645	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$95.7M	+$12.8M	5	4.3%	Increased
646	IHL Investment House LLC Redondo Beach, California	$94M	-$2.41M	14	14.13%	Reduced
647	RHJA Rice Hall James & Associates San Diego, California	$93.7M	+$2.16M	13	4.9%	Increased
648	HSC Harbor Spring Capital New York	$92.9M	+$13.9M	2	18%	Increased
649	Highbridge Capital Management New York	$92.9M	+$34.7M	25	1.47%	Increased
650	Palisade Capital Management Fort Lee, New Jersey	$92.7M	-$187K	21	3.29%	Reduced