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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	CT Cambridge Trust Cambridge, Massachusetts	$109M	-$11.3M	11	7.31%	Reduced
652	BP Banbury Partners Charlotte, North Carolina	$109M	-$9.83M	4	26.65%	Reduced
653	WCM Investment Management Laguna Beach, California	$109M	+$8.31M	6	1.38%	Increased
654	Cincinnati Financial Corp Fairfield, Ohio	$109M	$0	2	4.93%	Maintained
655	Becker Capital Management Portland, Oregon	$109M	-$15.5M	4	3.73%	Reduced
656	Anchor Capital Advisors Boston, Massachusetts	$108M	+$600K	6	3.91%	Increased
657	South Texas Money Management San Antonio, Texas	$108M	-$1.59M	6	5.11%	Reduced
658	MP MSD Partners New York	$107M	-$6.87M	1	3.13%	Reduced
659	TAM Tyers Asset Management Austin, Texas	$107M	-$10.7M	30	3.93%	Reduced
660	VM Valinor Management New York	$106M	-$65.5M	1	3.33%	Reduced
661	UMB Bank Kansas City, Missouri	$106M	-$9.73M	12	3.65%	Reduced
662	Intact Investment Management Montreal, Quebec, Canada	$106M	+$1.64M	13	4.6%	Increased
663	SH SeaTown Holdings Singapore	$106M	+$23.3M	4	7.65%	Increased
664	BOK Financial Tulsa, Oklahoma	$105M	+$10.2M	28	3.05%	Increased
665	Ameritas Investment Partners Lincoln, Nebraska	$105M	-$59.1K	82	4.98%	Reduced
666	TCM Twin Capital Management Mcmurray, Pennsylvania	$105M	+$7.29M	14	5.49%	Increased
667	OI Oakbrook Investments Lisle, Illinois	$104M	-$3.72M	24	6.74%	Reduced
668	IG Ithaka Group Arlington, Virginia	$104M	+$17.4M	8	19.12%	Increased
669	WesBanco Bank Wheeling, West Virginia	$104M	-$1.56M	13	5.41%	Reduced
670	CAM Cortina Asset Management Milwaukee, Wisconsin	$104M	-$6.45M	8	4.25%	Reduced
671	BAM Barrett Asset Management New York	$104M	-$583K	12	7.54%	Reduced
672	Junto Capital Management New York	$103M	-$27.7M	4	8.46%	Reduced
673	Scout Investments Kansas City, Missouri	$103M	-$7.85M	9	2.82%	Reduced
674	QIM Quest Investment Management Lake Oswego, Oregon	$103M	+$18.3M	8	13.18%	Increased
675	Barings Charlotte, North Carolina	$103M	-$9.25M	27	1.84%	Reduced