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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
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$56.3M -$3.78M 7 5.87% Reduced
752
Greenleaf Trust
Greenleaf Trust
Michigan
$56.3M -$247K 6 1.86% Reduced
753
SI
Standard Investments
New York
$56.1M +$1.54M 3 2.99% Increased
754
PineBridge Investments
PineBridge Investments
New York
$55.9M +$8.95M 26 2.29% Increased
755
FCI
Financial Counselors Inc
Kansas
$55.9M +$2.27M 10 3.92% Increased
756
Veritable
Veritable
Delaware
$55.6M -$1.57M 22 1.18% Reduced
757
AC
Avenir Corporation
Virginia
$55.6M +$279K 1 4.64% Increased
758
SWITC
Stewart West Indies Trading Company
Colorado
$55.6M $0 2 5.56% Maintained
759
BP
Banyan Partners
Florida
$55.4M -$394K 10 4.7% Reduced
760
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$55.3M -$2.03M 9 5.4% Reduced
761
Wedge Capital Management
Wedge Capital Management
North Carolina
$54.8M -$269K 12 0.59% Reduced
762
ICM
Intrepid Capital Management
Florida
$54.7M +$886K 4 14.81% Increased
763
SCM
Suvretta Capital Management
New York
$54.2M +$52.8M 1 4.74% Increased
764
SIM
Sentry Investment Management
Wisconsin
$54.2M -$1.2M 15 2.78% Reduced
765
OPCM
Osborne Partners Capital Management
California
$53.6M -$306K 6 6.93% Reduced
766
CC
Colrain Capital
Massachusetts
$53.6M -$7.95M 4 3.99% Reduced
767
Marsico Capital Management
Marsico Capital Management
Colorado
$53.2M -$258M 3 0.42% Reduced
768
SCM
Suffolk Capital Management
New York
$53.2M -$9.34M 7 6.62% Reduced
769
Point72 Asset Management
Point72 Asset Management
Connecticut
$52.7M -$98.4M 6 0.4% Reduced
770
IHG
Insight Holdings Group
New York
$52.4M -$8.71M 1 6.16% Reduced
771
SBCM
Schwerin Boyle Capital Management
Massachusetts
$52.3M +$92.2K 6 7.31% Increased
772
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$52.1M +$2.19M 6 0.76% Increased
773
CCM
Compass Capital Management
Minnesota
$51.8M -$414K 4 9.97% Reduced
774
CCP
Clarkston Capital Partners
Michigan
$51.7M +$3.97M 5 8.88% Increased
775
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$51.5M +$1.04M 43 3.91% Increased