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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	Creative Planning Overland Park, Kansas	$71.7M	+$4.33M	57	0.67%	Increased
702	GCP GSA Capital Partners London, United Kingdom	$71.1M	+$17.3M	49	2.83%	Increased
703	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$70.7M	+$34.5M	1	6.91%	Increased
704	BTP Bloom Tree Partners New York	$70.7M	+$40.8M	3	7.66%	Increased
705	Scotia Capital Toronto, Ontario, Canada	$70.7M	+$178K	11	1.82%	Increased
706	ELC Edgar Lomax Company Kingstowne, Virginia	$70.6M	+$48.7M	3	4.61%	Increased
707	MCO MAK Capital One New York	$69.4M	$0	1	45.8%	Maintained
708	UMB Bank Kansas City, Missouri	$68.3M	+$650K	12	3.08%	Increased
709	OA Oak Associates Akron, Ohio	$67.5M	+$651K	12	8.12%	Increased
710	VanEck Associates New York	$67.4M	-$1.61M	10	0.39%	Reduced
711	TLCM Tiger Legatus Capital Management New York	$67.3M	+$36.8M	3	19.9%	Increased
712	ARTA A.R.T. Advisors New York	$66.7M	-$63.7M	32	2.3%	Reduced
713	Jane Street New York	$66.6M	+$29.1M	31	0.52%	Increased
714	Tiger Global Management New York	$66.5M	+$66.2M	4	0.73%	Increased
715	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$66.4M	+$12.3M	9	7.96%	Increased
716	Everett Harris & Co Los Angeles, California	$66.4M	+$656K	5	2.27%	Increased
717	CCA Canyon Capital Advisors Dallas, Texas	$65.9M	-$15.3M	1	2.06%	Reduced
718	Ladenburg Thalmann Financial Services Miami, Florida	$65.4M	+$3.47M	70	1.25%	Increased
719	Cookson Peirce & Co Pittsburgh, Pennsylvania	$64.9M	+$9.73M	6	11.34%	Increased
720	Greenleaf Trust Kalamazoo, Michigan	$64.6M	-$3.62M	7	1.94%	Reduced
721	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$64.6M	+$1.24M	4	7.98%	Increased
722	AAM Ardevora Asset Management London, United Kingdom	$64.6M	-$7.79M	9	12.23%	Reduced
723	Bridgewater Associates Westport, Connecticut	$64.6M	-$25.8M	16	0.5%	Reduced
724	SCM SKBA Capital Management San Francisco, California	$64.6M	-$3.95M	4	5.02%	Reduced
725	Ameritas Investment Partners Lincoln, Nebraska	$64.3M	+$3.77M	33	4.21%	Increased