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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	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$92.1M	+$35.3M	3	16.99%	Increased
677	TGCM Tukman Grossman Capital Management Larkspur, California	$92M	-$36.1M	2	9.4%	Reduced
678	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$91.6M	+$2.42M	50	4.43%	Increased
679	ANI American National Insurance Galveston, Texas	$91.5M	-$2.52M	14	5.31%	Reduced
680	Burney Company Reston, Virginia	$91.5M	+$685K	17	6.22%	Increased
681	Vaughan David Investments Peoria, Illinois	$91.4M	-$2.53M	4	4.88%	Reduced
682	PIP Permian Investment Partners Dallas, Texas	$90.8M	+$26.9M	1	13.73%	Increased
683	BPI Battery Partners IX Boston, Massachusetts	$90.7M	-$10.4M	2	55.69%	Reduced
684	Laurion Capital Management New York	$90.6M	-$7.07M	18	0.87%	Reduced
685	WIC Willis Investment Counsel Gainesville, Georgia	$90.4M	+$2.04M	6	6.74%	Increased
686	BAM Barrett Asset Management New York	$90.2M	-$2.35M	9	7.46%	Reduced
687	PC Paulson & Co New York	$89.6M	-$57.5M	2	1.13%	Reduced
688	BP Banbury Partners Charlotte, North Carolina	$89.6M	+$46.7M	4	27.68%	Increased
689	SIM Sentry Investment Management Stevens Point, Wisconsin	$89.5M	+$315K	17	3.76%	Increased
690	ECP Elk Creek Partners Denver, Colorado	$89.3M	+$12.2M	5	6.03%	Increased
691	TCM Twin Capital Management Mcmurray, Pennsylvania	$89.3M	-$4.42M	17	5.75%	Reduced
692	Waratah Capital Advisors Toronto, Ontario, Canada	$88.8M	+$52.1M	7	13.23%	Increased
693	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$88.7M	+$3.3M	7	12.03%	Increased
694	Samlyn Capital New York	$88.3M	-$45.3M	2	2%	Reduced
695	Waverton Investment Management London, United Kingdom	$87.9M	+$7.65M	3	5.76%	Increased
696	ECA Endeavour Capital Advisors Greenwich, Connecticut	$87.7M	+$50.3M	2	5.48%	Increased
697	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$87.6M	-$7.83M	3	5.5%	Reduced
698	OA Oak Associates Akron, Ohio	$87.4M	+$7.43M	13	8.63%	Increased
699	Kennedy Capital Management St Louis, Missouri	$87.4M	+$12.7M	12	1.52%	Increased
700	Ingalls & Snyder LLC New York	$87.3M	+$838K	11	4.75%	Increased