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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	Curi RMB Capital Chicago, Illinois	$173M	+$3.7M	30	4.37%	Increased
627	Motley Fool Asset Management Alexandria, Virginia	$172M	+$5.79M	24	19.22%	Increased
628	First Foundation Advisors Irvine, California	$171M	+$1.04M	6	9.56%	Increased
629	Cambridge Trust Cambridge, Massachusetts	$171M	-$5.4M	17	9.9%	Reduced
630	Daiwa Securities Group Tokyo, Japan	$170M	+$96.5K	46	1.51%	Increased
631	Nan Shan Life Insurance Taipei City, Taiwan	$170M	-$213M	3	4.34%	Reduced
632	HAM Honeycomb Asset Management New York	$169M	-$28M	5	17.66%	Reduced
633	OAM Oxford Asset Management Oxford, United Kingdom	$168M	+$806K	50	3.62%	Increased
634	Light Street Capital Management Palo Alto, California	$168M	-$83.8M	4	9.06%	Reduced
635	Colony Group Boston, Massachusetts	$167M	+$19.1M	24	5.29%	Increased
636	World Asset Management Detroit, Michigan	$166M	+$4.31M	49	8.1%	Increased
637	Stephens Inc Little Rock, Arkansas	$165M	-$911K	56	3.75%	Reduced
638	Cardano Risk Management Rotterdam, Netherlands	$165M	+$6.99M	1	39.22%	Increased
639	RI Redwood Investments Boston, Massachusetts	$165M	+$36.9M	16	12.14%	Increased
640	GAM Holding Zurich, Switzerland	$165M	-$4.67M	38	6.43%	Reduced
641	RCM Riverhead Capital Management Wilmington, Delaware	$165M	+$33.9M	63	6.07%	Increased
642	Crestwood Advisors Group Boston, Massachusetts	$164M	+$55.3M	11	7.45%	Increased
643	Argent Capital Management St Louis, Missouri	$164M	+$1.95M	8	6.26%	Increased
644	Jefferies Group New York	$164M	+$13.6M	62	1.2%	Increased
645	Country Trust Bank Bloomington, Illinois	$164M	+$2.98M	12	7.14%	Increased
646	La Financiere de L'Echiquier Paris, France	$163M	-$4.8M	11	23.84%	Reduced
647	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$163M	+$16M	13	7.75%	Increased
648	HRT Financial New York	$162M	+$152M	30	10.25%	Increased
649	TEC Tiger Eye Capital Nashville, Tennessee	$162M	+$39.5M	11	33.69%	Increased
650	IFM Investors Melbourne, Australia	$162M	+$14.2M	36	9.19%	Increased