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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	UMB Bank Kansas City, Missouri	$324M	+$7.69M	15	7.3%	Increased
677	CT Cambridge Trust Cambridge, Massachusetts	$324M	-$601K	18	12.22%	Reduced
678	FAS Formuepleje A/S Aarhus C, Denmark	$324M	-$43.3M	8	12.97%	Reduced
679	CCP Clarkston Capital Partners Rochester, Michigan	$324M	+$15.6M	9	5.82%	Increased
680	Scout Investments Kansas City, Missouri	$321M	-$7.31M	15	4.79%	Reduced
681	Boston Financial Management Boston, Massachusetts	$320M	-$13.6M	21	13.03%	Reduced
682	Stephens Inc Little Rock, Arkansas	$318M	-$29.1M	60	4.91%	Reduced
683	AAM AMI Asset Management Los Angeles, California	$318M	+$14.6M	10	15.89%	Increased
684	NCA Newbrook Capital Advisors New York	$314M	+$120M	5	22.88%	Increased
685	Fuller & Thaler Asset Management San Mateo, California	$310M	+$24.5M	23	2%	Increased
686	Synovus Financial Columbus, Georgia	$309M	+$10.1M	43	3.27%	Increased
687	Guinness Asset Management London, United Kingdom	$309M	+$286K	11	14.6%	Increased
688	Sit Investment Associates Minneapolis, Minnesota	$307M	-$8.16M	22	7.96%	Reduced
689	Cullen Capital Management New York	$304M	-$752K	3	2.98%	Reduced
690	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$303M	-$430K	13	28.86%	Reduced
691	ANI American National Insurance Galveston, Texas	$303M	-$229K	22	11.39%	Reduced
692	Jasper Ridge Partners Menlo Park, California	$300M	+$65.6M	22	13.38%	Increased
693	Hantz Financial Services Southfield, Michigan	$300M	+$9.94M	40	9.83%	Increased
694	South Dakota Investment Council Sioux Falls, South Dakota	$300M	-$1.6M	12	5.37%	Reduced
695	Westwood Holdings Group Dallas, Texas	$299M	+$10.3M	16	3.25%	Increased
696	Mizuho Markets Americas New York	$298M	+$9.63M	6	23.57%	Increased
697	Wealthfront Advisers Palo Alto, California	$298M	+$31.7M	40	1.38%	Increased
698	DCP Darsana Capital Partners New York	$297M	-$271M	1	9.79%	Reduced
699	Atreides Management Boston, Massachusetts	$297M	-$42.8M	3	7.02%	Reduced
700	LF Lannebo Fonder Stockholm, Sweden	$297M	-$4.12M	12	36.76%	Reduced