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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	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$119M	-$12.9M	12	4.98%	Reduced
627	R.M. Davis Inc Portland, Maine	$119M	-$682K	12	4.93%	Reduced
628	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$119M	+$12.3M	1	20.21%	Increased
629	LCM Logan Capital Management Newtown Square, Pennsylvania	$118M	-$312K	14	8.46%	Reduced
630	WP Wedgewood Partners St Louis, Missouri	$117M	-$17.6M	2	4%	Reduced
631	Gates Capital Management New York	$117M	-$7.02M	2	3.31%	Reduced
632	TCTC Holdings Dallas, Texas	$116M	-$1.67M	10	7.17%	Reduced
633	IHG Insight Holdings Group New York	$116M	$0	2	25.59%	Maintained
634	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$116M	+$3.8M	45	5.45%	Increased
635	Bartlett & Co Cincinnati, Ohio	$116M	+$454K	12	4.85%	Increased
636	GD Grandfield & Dodd New York	$116M	-$4.76M	11	12.99%	Reduced
637	Waratah Capital Advisors Toronto, Ontario, Canada	$115M	+$74M	7	14.62%	Increased
638	Boston Financial Management Boston, Massachusetts	$115M	-$2.52M	15	8.18%	Reduced
639	CEP Chicago Equity Partners Chicago, Illinois	$115M	-$32.2M	22	3.62%	Reduced
640	Montrusco Bolton Investments Montreal, Quebec, Canada	$114M	-$9.87M	4	6.05%	Reduced
641	JCM Janney Capital Management Pittsburgh, Pennsylvania	$113M	+$7.9M	8	4.88%	Increased
642	SC Stralem & Co New York	$112M	-$33.9M	6	16.1%	Reduced
643	ECM Ensemble Capital Management San Francisco, California	$111M	+$13.3M	5	23.33%	Increased
644	FA Friess Associates Greenville, Delaware	$111M	-$5.15M	7	9.69%	Reduced
645	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$111M	-$1.42M	7	12.82%	Reduced
646	Chilton Investment Company Stamford, Connecticut	$111M	-$3.2M	6	4.27%	Reduced
647	Cubist Systematic Strategies Stamford, Connecticut	$110M	+$15.7M	63	6.14%	Increased
648	YCMGA York Capital Management Global Advisors New York	$109M	+$16.3M	2	2.38%	Increased
649	DP Dearborn Partners Chicago, Illinois	$109M	-$2.16M	7	8.03%	Reduced
650	CCM Cadian Capital Management New York	$109M	+$22.2M	2	5.11%	Increased