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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
676	Ameritas Investment Partners Lincoln, Nebraska	$88M	+$6.45M	38	4.79%	Increased
677	Kentucky Retirement Systems Frankfort, Kentucky	$87.9M	-$2.94M	17	5.85%	Reduced
678	ZWJ Investment Counsel Atlanta, Georgia	$87.7M	-$536K	6	8.76%	Reduced
679	Barings Charlotte, North Carolina	$87.5M	-$5.03M	26	2.27%	Reduced
680	DC Deere & Company Moline, Illinois	$87.2M	-$5.37M	20	4.63%	Reduced
681	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$87.1M	+$1.18M	44	4.49%	Increased
682	UMB Bank Kansas City, Missouri	$86.9M	+$6.71M	11	3.5%	Increased
683	SCM Stevens Capital Management Radnor, Pennsylvania	$86.7M	-$14.9M	30	3.61%	Reduced
684	ECP Elk Creek Partners Denver, Colorado	$86.7M	-$2.71M	5	5.71%	Reduced
685	3CP 3G Capital Partners New York	$86.5M	+$28.2M	1	6.91%	Increased
686	DIA Denver Investment Advisors Denver, Colorado	$86.4M	+$2.45M	16	3.8%	Increased
687	BAM Barrett Asset Management New York	$86.4M	+$376K	11	7.27%	Increased
688	CC Cipher Capital New York	$85.6M	+$37M	23	5.3%	Increased
689	Capital International Los Angeles, California	$85.5M	+$2.55M	5	6.04%	Increased
690	SIM Sentry Investment Management Stevens Point, Wisconsin	$85.3M	+$3.09M	17	3.72%	Increased
691	Chilton Investment Company Stamford, Connecticut	$85.3M	+$32.9M	3	3.33%	Increased
692	Clifford Swan Investment Counsel Pasadena, California	$85.3M	-$1.14M	8	5.77%	Reduced
693	R.M. Davis Inc Portland, Maine	$84.9M	+$2.58M	11	4.14%	Increased
694	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$84.8M	-$2.88M	1	3.19%	Reduced
695	LHC Lodge Hill Capital New York	$84.6M	+$14.3M	4	10.33%	Increased
696	Scotia Capital Toronto, Ontario, Canada	$84.3M	+$4.77M	16	1.55%	Increased
697	Driehaus Capital Management Chicago, Illinois	$84.3M	-$219K	24	2.85%	Reduced
698	Ingalls & Snyder LLC New York	$84.2M	-$4.97M	10	4.69%	Reduced
699	OA Omega Advisors New York	$83.1M	-$4.94M	2	2.57%	Reduced
700	WIC Willis Investment Counsel Gainesville, Georgia	$82.5M	+$1.52M	6	6.6%	Increased