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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	PineBridge Investments New York	$68.9M	-$24.3M	25	2.05%	Reduced
652	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$68.6M	+$18.2M	1	8.31%	Increased
653	Tudor Investment Corp Stamford, Connecticut	$68.5M	+$1.84M	35	3.34%	Increased
654	Williams Jones & Associates New York	$68.4M	+$1.04M	8	3.28%	Increased
655	Capital Fund Management (CFM) Paris, France	$68.1M	-$164M	12	0.84%	Reduced
656	Kentucky Retirement Systems Frankfort, Kentucky	$67.6M	+$30.3K	14	4.95%	Increased
657	PIA Piedmont Investment Advisors Durham, North Carolina	$67.5M	-$42.3M	10	3.61%	Reduced
658	CC Cannell & Co New York	$67.4M	+$1.4M	3	3.18%	Increased
659	FFA First Foundation Advisors Irvine, California	$66.8M	+$14.7M	4	8.98%	Increased
660	UMB Bank Kansas City, Missouri	$66.7M	+$2.15M	11	3.66%	Increased
661	VanEck Associates New York	$66.4M	+$35.7M	6	0.34%	Increased
662	Emerald Advisers Leola, Pennsylvania	$66.3M	+$9.14M	10	3.59%	Increased
663	Klingenstein Fields & Co New York	$66.3M	-$891K	6	2.37%	Reduced
664	CT Cambridge Trust Cambridge, Massachusetts	$66.1M	+$2.79M	9	6.14%	Increased
665	Cullen/Frost Bankers San Antonio, Texas	$65.9M	-$6.43M	9	2.92%	Reduced
666	ARTA A.R.T. Advisors New York	$65.7M	+$12.8M	30	3.49%	Increased
667	SCM Stevens Capital Management Radnor, Pennsylvania	$65.7M	-$24.3M	28	1.94%	Reduced
668	GHA GW Henssler & Associates Kennesaw, Georgia	$65.2M	+$89.3K	4	7.63%	Increased
669	IIM Ivory Investment Management New York	$64.7M	-$16.2M	4	3.18%	Reduced
670	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$64.6M	-$19.1M	6	4.11%	Reduced
671	Braun Stacey Associates New York	$64.6M	-$6.89M	4	3.7%	Reduced
672	Advisors Asset Management Monument, Colorado	$64.4M	-$1.36M	34	1.04%	Reduced
673	Burney Company Reston, Virginia	$64.2M	+$8.32M	16	6.25%	Increased
674	Cooke & Bieler Philadelphia, Pennsylvania	$64M	-$4.97M	2	1.46%	Reduced
675	SCA Summit Creek Advisors Minneapolis, Minnesota	$64M	-$17.9M	5	11.63%	Reduced