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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	Wilmington Savings Fund Society Wilmington, Delaware	$77.1M	-$1.41M	6	4.37%	Reduced
652	Scotia Capital Toronto, Ontario, Canada	$76.9M	-$9.07M	13	1.64%	Reduced
653	Ingalls & Snyder LLC New York	$76.7M	+$4.11M	9	4.13%	Increased
654	CT Cambridge Trust Cambridge, Massachusetts	$76.5M	-$2.79M	10	6.8%	Reduced
655	Advisors Asset Management Monument, Colorado	$76M	+$9.04M	34	1.05%	Increased
656	GA Greenhaven Associates Purchase, New York	$75.7M	-$517K	1	1.45%	Reduced
657	Avalon Investment & Advisory Houston, Texas	$75.3M	+$954K	4	3.8%	Increased
658	CGM Capital Growth Management Boston, Massachusetts	$74.8M	+$67.2M	1	2.11%	New
659	DC Deere & Company Moline, Illinois	$74.8M	-$3.17M	26	4.19%	Reduced
660	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$74.7M	-$3.81M	6	10.4%	Reduced
661	Montrusco Bolton Investments Montreal, Quebec, Canada	$74.4M	-$4.05M	4	4.97%	Reduced
662	ACR Alpine Capital Research St. Louis, Missouri	$74.2M	-$429K	1	11.07%	Reduced
663	Tokio Marine Asset Management Tokyo, Japan	$74M	-$2.5M	15	5.36%	Reduced
664	Capital International Los Angeles, California	$73.8M	+$19.8M	7	4.59%	Increased
665	CHAM Clear Harbor Asset Management Stamford, Connecticut	$73.7M	-$1.58M	6	16.35%	Reduced
666	SCM SKBA Capital Management San Francisco, California	$73.6M	+$27.6M	4	6.11%	Increased
667	PM Pembroke Management Montreal, Quebec, Canada	$73.2M	+$7.16M	2	5.44%	Increased
668	PP Prospector Partners Guilford, Connecticut	$72.8M	-$11.9M	6	3.99%	Reduced
669	VIM Veritas Investment Management London, United Kingdom	$72.7M	-$491K	5	23.7%	Reduced
670	Creative Planning Overland Park, Kansas	$72.4M	+$8.9M	58	0.84%	Increased
671	RCM Roystone Capital Management New York	$72.2M	-$37.7M	1	2.95%	Reduced
672	Kentucky Retirement Systems Frankfort, Kentucky	$71.7M	+$70.8M	15	5.26%	New
673	Tudor Investment Corp Stamford, Connecticut	$71.7M	-$21.3M	33	2.59%	Reduced
674	ELC Edgar Lomax Company Kingstowne, Virginia	$71.4M	+$1.64M	1	4.84%	Increased
675	GD Grandfield & Dodd New York	$71.3M	+$1.11M	9	11.21%	Increased