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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
751	Ancora Advisors Cleveland, Ohio	$303M	-$6.06M	47	5.84%	Reduced
752	Cable Car Capital San Francisco, California	$303M	+$327M	2	6.49%	New
753	ROIC Route One Investment Company San Francisco, California	$302M	+$4.81M	3	12.14%	Increased
754	Diversify Advisory Services Sandy, Utah	$302M	+$208M	44	5.04%	Increased
755	Diversify Wealth Management Sandy, Utah	$302M	+$9.91M	44	5.04%	Increased
756	Vestmark Advisory Solutions Wakefield, Massachusetts	$301M	-$9.1M	43	2.83%	Reduced
757	VPI Value Partners Investments Winnipeg, Manitoba, Canada	$301M	+$54.8M	12	21%	Increased
758	MCP Meridiem Capital Partners Dallas, Texas	$300M	+$160M	14	13.45%	Increased
759	Capital International Los Angeles, California	$300M	-$10.2M	7	9.79%	Reduced
760	Snyder Capital Management San Francisco, California	$298M	+$22.8M	5	5.14%	Increased
761	Armistice Capital New York	$297M	+$46.1M	17	3.64%	Increased
762	Confluence Investment Management St. Louis, Missouri	$297M	-$9.65M	7	4.65%	Reduced
763	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$296M	+$22.6M	26	10.74%	Increased
764	BMC Battery Management Corp Boston, Massachusetts	$296M	-$45.9M	3	80.29%	Reduced
765	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$295M	+$8.74M	28	9.38%	Increased
766	Baker Avenue Asset Management San Francisco, California	$294M	+$24.3M	48	5.57%	Increased
767	HCM HMI Capital Management San Francisco, California	$294M	-$101M	5	41.28%	Reduced
768	Adams Diversified Equity Fund Baltimore, Maryland	$294M	-$11.4M	6	8.97%	Reduced
769	Chilton Capital Management Houston, Texas	$291M	+$53.5M	20	9.2%	Increased
770	Westwood Holdings Group Dallas, Texas	$291M	-$78.1M	21	2.19%	Reduced
771	E Fund Management Guangzhou, China	$291M	+$6.61M	26	6.52%	Increased
772	GAM GuardCap Asset Management London, United Kingdom	$291M	-$59.5M	5	20.65%	Reduced
773	Vestcor Inc Fredericton, New Brunswick, Canada	$289M	-$8.28M	55	7.15%	Reduced
774	WesBanco Bank Wheeling, West Virginia	$289M	-$18.3M	18	7.19%	Reduced
775	H&H International Investment Palo Alto, California	$288M	-$106M	3	1.51%	Reduced