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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	Meyer Handelman Company Rye Brook, New York	$148M	-$4.25M	8	7.6%	Reduced
677	Brinker Capital Berwyn, Pennsylvania	$148M	+$2.35M	47	5.4%	Increased
678	HLC Hunt Lane Capital New York	$148M	-$102M	4	25.18%	Reduced
679	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$148M	-$2.63M	6	14.89%	Reduced
680	MML Investors Services Springfield, Massachusetts	$148M	+$9.9M	47	2.12%	Increased
681	Valley Forge Capital Management Miami, Florida	$147M	$0	3	34.83%	Maintained
682	Renaissance Group Covington, Kentucky	$147M	-$7.12M	10	5.94%	Reduced
683	Ashford Capital Management Wilmington, Delaware	$146M	+$24.8M	14	19.57%	Increased
684	MFWM Motley Fool Wealth Management Alexandria, Virginia	$146M	-$2.06M	8	9.14%	Reduced
685	Park National Corp Newark, Ohio	$145M	-$1.76M	10	7.89%	Reduced
686	Edmond de Rothschild Holding Chambesy, Switzerland	$145M	-$5.73M	15	5.44%	Reduced
687	PEAK6 Investments Chicago, Illinois	$144M	-$17M	50	0.96%	Reduced
688	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$144M	-$56.9M	12	3.42%	Reduced
689	MCI McDonald Capital Investors Orinda, California	$144M	-$20M	1	11.75%	Reduced
690	SIC Schwartz Investment Counsel Plymouth, Michigan	$144M	+$39.1M	7	7.39%	Increased
691	TAM Telemark Asset Management Boston, Massachusetts	$144M	+$18.5M	7	16.54%	Increased
692	ZWJ Investment Counsel Atlanta, Georgia	$144M	-$1.59M	8	11.3%	Reduced
693	MCM McKinley Capital Management Anchorage, Alaska	$144M	+$30.2M	12	9.15%	Increased
694	FCI Financial Counselors Inc Overland Park, Kansas	$144M	+$2.18M	20	5.83%	Increased
695	Engineers Gate Manager New York	$143M	+$32.7M	58	7.88%	Increased
696	AG Aravt Global New York	$143M	+$23.3M	4	22.31%	Increased
697	HC Henshaw Capital Woburn, Massachusetts	$142M	-$326K	22	12.09%	Reduced
698	BTP Bloom Tree Partners New York	$141M	-$38.4M	3	14.66%	Reduced
699	Weitz Investment Management Omaha, Nebraska	$140M	+$10.7M	5	5.57%	Increased
700	Zweig-DiMenna Associates New York	$140M	+$11.2M	13	13.26%	Increased