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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	Dearborn Partners Chicago, Illinois	$105M	+$3.4M	7	8.14%	Increased
652	R.M. Davis Inc Portland, Maine	$105M	+$2.34M	12	4.73%	Increased
653	Montrusco Bolton Investments Montreal, Quebec, Canada	$104M	-$37.4M	5	5.91%	Reduced
654	Hikari Power Tokyo, Japan	$104M	$0	3	14.81%	Maintained
655	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$104M	-$643K	2	7.49%	Reduced
656	TAM Tyers Asset Management Austin, Texas	$104M	-$4.55M	29	3.92%	Reduced
657	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$103M	-$3.91M	44	5.22%	Reduced
658	Bain Capital Public Equity Management Boston, Massachusetts	$103M	-$60.2M	2	7.32%	Reduced
659	IHL Investment House LLC Redondo Beach, California	$103M	-$961K	14	14.45%	Reduced
660	BHG Blue Harbour Group Greenwich, Connecticut	$103M	+$100M	1	3.7%	New
661	ANI American National Insurance Galveston, Texas	$103M	-$153K	15	5.69%	Reduced
662	FA Friess Associates Greenville, Delaware	$102M	+$30.9M	7	9.56%	Increased
663	First National Bank of Omaha Omaha, Nebraska	$101M	+$294K	15	6.13%	Increased
664	Cadian Capital Management New York	$101M	-$33.8M	4	4.84%	Reduced
665	GCP Garelick Capital Partners Boston, Massachusetts	$101M	-$49.9M	6	22.58%	Reduced
666	MP MSD Partners New York	$101M	$0	1	5.02%	Maintained
667	AG Aravt Global New York	$101M	$0	1	7.37%	Maintained
668	AMI Asset Management Los Angeles, California	$101M	+$14.1M	6	7.57%	Increased
669	Clark Capital Management Group Philadelphia, Pennsylvania	$100M	+$22.5M	5	4.45%	Increased
670	Cincinnati Financial Corp Fairfield, Ohio	$100M	$0	2	4.88%	Maintained
671	Equity Investment Corp Atlanta, Georgia	$100M	-$4.4M	1	3.26%	Reduced
672	UMB Bank Kansas City, Missouri	$100M	+$2.73M	11	3.49%	Increased
673	Voloridge Investment Management Jupiter, Florida	$100M	-$154M	14	2.43%	Reduced
674	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$100M	+$5.51M	7	12.93%	Increased
675	Bowen Hanes & Co Ponte Vedra Beach, Florida	$99.2M	+$17.9M	7	4.98%	Increased