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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
651	Vision Capital Management Portland, Oregon	$60.1M	+$62.5M	4	9.64%	New
652	First Mercantile Trust Cordova, Tennessee	$60.1M	+$60.1M	37	5.14%	New
653	Chubb Corp Warren, New Jersey	$60M	+$58.6M	4	3.28%	New
654	HP Holowesko Partners Nassau, Bahamas	$59.9M	+$56.9M	1	4.88%	New
655	Williams Jones & Associates New York	$59.8M	+$59.6M	7	2.98%	New
656	RIG Roosevelt Investment Group New York	$59M	+$59.1M	7	2.65%	New
657	Hikari Tsushin Inc Tokyo, Japan	$58.9M	+$60.6M	3	13.4%	New
658	Nichols & Pratt Advisers Boston, Massachusetts	$58.9M	+$58.1M	5	6.15%	New
659	Consulta London, United Kingdom	$58.2M	+$62.9M	1	8.63%	New
660	Cannell & Co New York	$58M	+$55.6M	3	3.38%	New
661	GW Henssler & Associates Kennesaw, Georgia	$57.8M	+$58.6M	4	7.95%	New
662	Daiwa Securities Group Tokyo, Japan	$57.7M	+$60.4M	20	0.44%	New
663	Coldstream Capital Management Bellevue, Washington	$57.7M	+$55M	4	19.51%	New
664	Kovitz Investment Group Chicago, Illinois	$57.6M	+$61.2M	3	2.95%	New
665	Sumitomo Life Insurance Tokyo, Japan	$57.5M	+$58.1M	9	5.5%	New
666	Parametric Risk Advisors Westport, Connecticut	$57.5M	+$61M	4	3.96%	New
667	R.M. Davis Inc Portland, Maine	$57.4M	+$58M	6	4.09%	New
668	Osterweis Capital Management San Francisco, California	$57.1M	+$61.6M	4	2.13%	New
669	Barings Charlotte, North Carolina	$56.9M	+$57.6M	15	2.56%	New
670	Cambridge Trust Cambridge, Massachusetts	$56.4M	+$56.8M	8	5.85%	New
671	BOK Financial Tulsa, Oklahoma	$56.3M	+$57.1M	20	2.13%	New
672	Gotham Asset Management New York	$56.1M	+$55.5M	24	2.41%	New
673	VDBMI Van Den Berg Management I Austin, Texas	$55.8M	+$53.8M	2	4.74%	New
674	Sculptor Capital New York	$55.7M	+$59.8M	4	0.17%	New
675	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$55.5M	+$56.9M	7	9.5%	New