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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	BPI Battery Partners IX Boston, Massachusetts	$80.6M	-$19.7M	1	31.54%	Reduced
652	BAM Barrett Asset Management New York	$80.5M	-$12M	12	6.66%	Reduced
653	ACP Ashfield Capital Partners San Francisco, California	$80.3M	-$20.8M	10	4.28%	Reduced
654	Ingalls & Snyder LLC New York	$80.2M	+$561K	11	4.41%	Increased
655	Oppenheimer & Co New York	$80.1M	+$4.47M	27	2.18%	Increased
656	CCM Cadian Capital Management New York	$79.9M	-$111M	3	2.15%	Reduced
657	First National Bank of Omaha Omaha, Nebraska	$79.7M	-$3.57M	14	5.5%	Reduced
658	PC PM Capital Sydney, Australia	$79.2M	+$14.7M	2	16.64%	Increased
659	IHL Investment House LLC Redondo Beach, California	$79.1M	-$1.32M	14	12.75%	Reduced
660	Impax Asset Management (UK) London, United Kingdom	$79.1M	-$10.3M	2	5.21%	Reduced
661	Fuller & Thaler Asset Management San Mateo, California	$78.9M	-$17.5M	28	2.52%	Reduced
662	Whittier Trust South Pasadena, California	$78.8M	+$1.41M	34	3.61%	Increased
663	PCM Penn Capital Management Philadelphia, Pennsylvania	$78.8M	+$32.3M	9	3.11%	Increased
664	AHL Partners London, United Kingdom	$78.6M	+$27.3M	33	3.14%	Increased
665	DC Deere & Company Moline, Illinois	$78.5M	+$9.61M	24	4.19%	Increased
666	SCM Shapiro Capital Management Atlanta, Georgia	$78.5M	+$27.7M	2	1.95%	Increased
667	Cincinnati Financial Corp Fairfield, Ohio	$78.5M	$0	3	4.74%	Maintained
668	Laurion Capital Management New York	$78.3M	+$75.4M	10	1.52%	Increased
669	Washington Trust Westerly, Rhode Island	$78.2M	+$1.44M	10	5.19%	Increased
670	CT Cambridge Trust Cambridge, Massachusetts	$77.7M	+$3.17M	10	6.53%	Increased
671	CCP Clarkston Capital Partners Rochester, Michigan	$77.5M	+$20.1M	6	8.55%	Increased
672	B BloombergSen Toronto, Ontario, Canada	$77.5M	+$662K	1	4.8%	Increased
673	Dorsal Capital Management Redwood City, California	$77.3M	+$24.8M	3	12.54%	Increased
674	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$77.2M	+$2.52M	8	8.95%	Increased
675	Daiwa Securities Group Tokyo, Japan	$76.9M	+$3.19M	25	0.51%	Increased