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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
701	HP Hound Partners New York	$66.8M	+$65.6M	1	2.12%	New
702	RIM Ranger Investment Management Dallas, Texas	$66.6M	+$10.2M	4	3.52%	Increased
703	HSA Hussman Strategic Advisors Ellicott City, Maryland	$65.1M	-$2.08M	6	5.56%	Reduced
704	NPA Nichols & Pratt Advisers Boston, Massachusetts	$64.8M	-$1.35M	5	5.76%	Reduced
705	GCM Glynn Capital Management Menlo Park, California	$64.8M	-$9.23M	8	22.55%	Reduced
706	UMB Bank Kansas City, Missouri	$64.8M	-$717K	10	3.16%	Reduced
707	ALA Atherton Lane Advisers Menlo Park, California	$64.6M	+$7.52M	8	3.68%	Increased
708	GHA GW Henssler & Associates Kennesaw, Georgia	$64.6M	+$625K	5	7.83%	Increased
709	WEC White Elm Capital Greenwich, Connecticut	$64.2M	-$21.7M	2	5.79%	Reduced
710	HIP Hengistbury Investment Partners London, United Kingdom	$64.1M	-$50.7M	2	28.79%	Reduced
711	PPCP Pivot Point Capital Partners San Francisco, California	$64.1M	$0	2	26.25%	Maintained
712	Zevenbergen Capital Investments Edmonds, Washington	$64M	-$22.1M	5	2.73%	Reduced
713	Kennedy Capital Management St Louis, Missouri	$63.6M	-$5.26M	8	1.25%	Reduced
714	TCP Tourbillon Capital Partners New York	$63.5M	$0	1	2.31%	Maintained
715	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$63.5M	+$594K	3	11.87%	Increased
716	TIAA CREF Trust St Louis, Missouri	$63.1M	+$3.16M	6	0.86%	Increased
717	Trillium Asset Management Boston, Massachusetts	$62.7M	+$6.69M	8	5.43%	Increased
718	Klingenstein Fields & Co New York	$62.6M	+$827K	6	2.73%	Increased
719	Azimuth Capital Management Bloomfield Hills, Michigan	$62.5M	-$1.02M	9	6.86%	Reduced
720	Ameritas Investment Partners Lincoln, Nebraska	$62.5M	-$1.7M	33	4.47%	Reduced
721	Cubist Systematic Strategies Stamford, Connecticut	$62.2M	-$24.1M	44	3.8%	Reduced
722	PEAK6 Group Chicago, Illinois	$62.2M	+$23.6M	24	0.48%	Increased
723	NA Navellier & Associates Reno, Nevada	$62M	+$40M	11	3.11%	Increased
724	Synovus Financial Columbus, Georgia	$62M	+$1.92M	20	1.73%	Increased
725	SM Stratton Management King Of Prussia, Pennsylvania	$61.8M	-$6.41M	6	2.79%	Reduced