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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	DP Dearborn Partners Chicago, Illinois	$78.9M	+$1.29M	9	7.91%	Increased
652	Alpha Wave Global New York	$78.6M	+$32.5M	1	5.44%	Increased
653	AAM Ardevora Asset Management London, United Kingdom	$78.5M	+$12.2M	9	11.4%	Increased
654	MCO MAK Capital One New York	$78.5M	$0	1	66.43%	Maintained
655	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$78.2M	-$5.47M	10	1.47%	Reduced
656	IAM Impax Asset Management Portsmouth, New Hampshire	$78.2M	-$3.59M	7	4.65%	Reduced
657	GD Grandfield & Dodd New York	$77.7M	+$1.87M	10	13.03%	Increased
658	Ingalls & Snyder LLC New York	$77.6M	+$1.63M	10	5.08%	Increased
659	PCP P2 Capital Partners New York	$77.4M	+$69.5M	2	14.99%	Increased
660	WesBanco Bank Wheeling, West Virginia	$77.4M	+$793K	14	4.69%	Increased
661	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$77.4M	+$1.57M	9	18.5%	Increased
662	CCM Century Capital Management Boston, Massachusetts	$77.2M	+$18.1M	7	4.38%	Increased
663	ACP Ashfield Capital Partners San Francisco, California	$77.2M	-$5.57M	10	4.96%	Reduced
664	Davenport & Co Richmond, Virginia	$77.1M	+$3.95M	11	1.3%	Increased
665	Oppenheimer & Co New York	$77M	-$3.64M	24	2.34%	Reduced
666	SCM Snow Capital Management Sewickley, Pennsylvania	$77M	+$18.6M	2	2.75%	Increased
667	Williams Jones & Associates New York	$76.5M	-$14.9M	11	3.44%	Reduced
668	Kennedy Capital Management St Louis, Missouri	$76.3M	+$10.7M	10	1.56%	Increased
669	PRA Parametric Risk Advisors Westport, Connecticut	$75.9M	-$281K	5	4.93%	Reduced
670	BAM Barrett Asset Management New York	$75.8M	-$2.29M	11	6.9%	Reduced
671	Bartlett & Co Cincinnati, Ohio	$75.7M	-$7.51M	13	4.15%	Reduced
672	IHL Investment House LLC Redondo Beach, California	$75.7M	+$1.49M	14	13.18%	Increased
673	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$75.4M	-$61.2M	30	1.79%	Reduced
674	Burney Company Reston, Virginia	$75.4M	-$4.05M	15	5.81%	Reduced
675	KP Kiltearn Partners Edinburgh, United Kingdom	$75.3M	-$11.2M	1	3.5%	Reduced