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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
726	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$64M	-$12.2M	1	0.9%	Reduced
727	GIP Granite Investment Partners El Segundo, California	$63.7M	+$19.7M	15	5.48%	Increased
728	BUB BBVA USA Bancshares Houston, Texas	$63.5M	+$879K	22	2.84%	Increased
729	Junto Capital Management New York	$63.4M	-$6.77M	3	17.98%	Reduced
730	CP Coho Partners Berwyn, Pennsylvania	$63.3M	-$3.36M	3	3.25%	Reduced
731	PP Prospector Partners Guilford, Connecticut	$63.2M	+$1.99M	7	4.76%	Increased
732	NPA Nichols & Pratt Advisers Boston, Massachusetts	$63.1M	-$1.86M	6	5.75%	Reduced
733	Azimuth Capital Management Bloomfield Hills, Michigan	$62.9M	-$1.65M	11	6.1%	Reduced
734	Wedge Capital Management Charlotte, North Carolina	$62.8M	-$2.8M	12	0.63%	Reduced
735	Montrusco Bolton Investments Montreal, Quebec, Canada	$62.6M	-$10.6M	4	4.63%	Reduced
736	WIC Willis Investment Counsel Gainesville, Georgia	$62.5M	+$9.11M	5	5.79%	Increased
737	MAM Marketfield Asset Management New York	$61.9M	-$108M	2	1.83%	Reduced
738	BOK Financial Tulsa, Oklahoma	$61.9M	+$5.15M	21	2.08%	Increased
739	R.M. Davis Inc Portland, Maine	$61.7M	+$582K	6	3.25%	Increased
740	SCM Stevens Capital Management Radnor, Pennsylvania	$61.6M	-$92.2M	20	2.19%	Reduced
741	Swiss Life Asset Management Zurich,	$61.4M	+$63.3M	6	2.48%	New
742	HP Hound Partners New York	$61.3M	+$4.95M	1	1.35%	Increased
743	CCM Cadence Capital Management Boston, Massachusetts	$61.3M	-$9.71M	18	3.74%	Reduced
744	TIAA CREF Trust St Louis, Missouri	$61.2M	+$1.3M	7	0.71%	Increased
745	GHA GW Henssler & Associates Kennesaw, Georgia	$61.2M	-$3.94M	6	7.08%	Reduced
746	SM Stratton Management King Of Prussia, Pennsylvania	$60.9M	-$425K	6	2.48%	Reduced
747	Wilmington Savings Fund Society Wilmington, Delaware	$60.8M	-$7.12M	6	3.46%	Reduced
748	Robeco Schweiz Zurich, Switzerland	$60.8M	+$12.6M	9	4.77%	Increased
749	SIM Sentry Investment Management Stevens Point, Wisconsin	$60.7M	+$4.55M	15	2.87%	Increased
750	TGI Tradewinds Global Investors Los Angeles, California	$60.5M	+$6.53M	3	2.44%	Increased