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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	Addenda Capital Montreal, Quebec, Canada	$55.9M	-$112K	9	4.73%	Reduced
752	BUB BBVA USA Bancshares Houston, Texas	$55.7M	+$1.3M	21	2.42%	Increased
753	SI Standard Investments New York	$55.4M	-$4.02M	3	3.47%	Reduced
754	T TOBAM Paris, France	$55.3M	-$6.74M	4	2.45%	Reduced
755	Trillium Asset Management Boston, Massachusetts	$55.3M	+$6.32M	8	4.74%	Increased
756	Veritable Wilmington, Delaware	$55M	-$612K	24	1.15%	Reduced
757	CEI Clark Estates Inc New York	$55M	+$14.4M	4	7.84%	Increased
758	AMI Amica Mutual Insurance Providence, Rhode Island	$54.8M	$0	8	4.31%	Maintained
759	Loews Corp New York	$54.8M	-$5.14M	3	0.32%	Reduced
760	Sumitomo Life Insurance Tokyo, Japan	$54.8M	-$2.34M	9	5.24%	Reduced
761	ALA Atherton Lane Advisers Menlo Park, California	$54.7M	+$1.55M	7	3.04%	Increased
762	IG Ithaka Group Arlington, Virginia	$54.6M	+$5.9M	4	7.92%	Increased
763	TAM Toscafund Asset Management London, United Kingdom	$53.5M	+$8.15M	2	17.53%	Increased
764	Capital International Los Angeles, California	$53.3M	+$1.41M	7	3.3%	Increased
765	Marshall Wace London, United Kingdom	$53.2M	-$41.7M	18	0.78%	Reduced
766	BP Banyan Partners Palm Beach Gardens, Florida	$53.2M	-$3.55M	8	4.49%	Reduced
767	ICM Intrepid Capital Management Jacksonville Beach, Florida	$53.2M	+$575K	4	12.63%	Increased
768	MAI Marble Arch Investments New York	$52.8M	+$2.03M	1	3.9%	Increased
769	SIM Sentry Investment Management Stevens Point, Wisconsin	$52.6M	+$2.56M	15	2.72%	Increased
770	ACM Academy Capital Management Waco, Texas	$52.3M	-$39K	3	10.7%	Reduced
771	WFM Wilmington Funds Management Wilmington, Delaware	$52.3M	+$903K	25	5.29%	Increased
772	WSA Wall Street Associates Lajolla, California	$52.2M	-$5.33M	13	4.48%	Reduced
773	Greenleaf Trust Kalamazoo, Michigan	$52M	-$964K	6	1.65%	Reduced
774	LM Lincluden Management Mississauga, Ontario, Canada	$52M	+$136K	4	4.74%	Increased
775	OPCM Osborne Partners Capital Management San Francisco, California	$51.7M	-$710K	6	6.66%	Reduced