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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	Todd Asset Management Louisville, Kentucky	$72.5M	-$19.1M	4	2.19%	Reduced
752	Picton Mahoney Asset Management Toronto, Ontario, Canada	$72.4M	-$25.1M	14	4.85%	Reduced
753	AAM AMI Asset Management Los Angeles, California	$72.4M	+$16.2M	4	4.99%	Increased
754	DFO Duquesne Family Office New York	$72.1M	+$53.7M	3	6.37%	Increased
755	CCP Clough Capital Partners Boston, Massachusetts	$71.7M	-$29.4M	5	3.74%	Reduced
756	EverPoint Asset Management Stamford, Connecticut	$71.5M	-$10.5M	12	1.29%	Reduced
757	RI RWWM Inc Rocklin, California	$71.5M	+$1.82M	2	28.16%	Increased
758	PEAK6 Group Chicago, Illinois	$71.4M	+$33.1M	33	0.53%	Increased
759	RBA Richard Bernstein Advisors New York	$70.9M	-$1.49M	13	6.75%	Reduced
760	Addenda Capital Montreal, Quebec, Canada	$70.8M	$0	9	5.89%	Maintained
761	Azimuth Capital Management Bloomfield Hills, Michigan	$70.2M	-$3.2M	12	6.12%	Reduced
762	Synovus Financial Columbus, Georgia	$69.5M	-$857K	30	1.63%	Reduced
763	Robeco Schweiz Zurich, Switzerland	$69.4M	+$3.45M	7	6.02%	Increased
764	MCL MIK Capital LLC New York	$69.2M	+$13.4M	1	10.39%	Increased
765	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$69.1M	+$2.96M	10	4.62%	Increased
766	FAS Formuepleje A/S Aarhus C, Denmark	$69.1M	-$5.12M	2	9.34%	Reduced
767	SA Smithwood Advisers Los Angeles, California	$69.1M	-$22.6M	1	28.74%	Reduced
768	RCM Riverhead Capital Management Wilmington, Delaware	$69.1M	-$65.2M	47	4.45%	Reduced
769	PRA Parametric Risk Advisors Westport, Connecticut	$69M	-$5.9M	4	4.65%	Reduced
770	E. Ohman J:or Asset Management Stockholm, Sweden	$68.9M	+$1.97M	26	10.24%	Increased
771	Thornburg Investment Management Santa Fe, New Mexico	$68.6M	-$15.6M	9	0.52%	Reduced
772	NPA Nichols & Pratt Advisers Boston, Massachusetts	$68.5M	+$981K	8	6.29%	Increased
773	North Star Asset Management Neenah, Wisconsin	$68.4M	+$1.49M	9	7.71%	Increased
774	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$68.2M	+$17.9M	3	7.15%	Increased
775	WC Weatherbie Capital Boston, Massachusetts	$68.1M	+$13.9M	4	8.55%	Increased