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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	Walleye Trading New York	$255M	+$176M	65	0.67%	Increased
752	Meyer Handelman Company Rye Brook, New York	$255M	+$18.5M	12	10.26%	Increased
753	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$254M	-$1.22M	4	29.02%	Reduced
754	GD Grandfield & Dodd New York	$254M	-$4.01M	13	18.67%	Reduced
755	XN LP New York	$254M	+$38.8M	5	21.31%	Increased
756	Cannell & Spears New York	$253M	-$8.34M	13	21.7%	Reduced
757	Profund Advisors Bethesda, Maryland	$253M	+$6.08M	43	13.99%	Increased
758	Stonegate Investment Group Birmingham, Alabama	$252M	+$3.72M	24	9.17%	Increased
759	Westwood Holdings Group Dallas, Texas	$252M	-$3.1M	12	2.35%	Reduced
760	MCO MAK Capital One New York	$251M	$0	1	46.55%	Maintained
761	Raymond James Trust St. Petersburg, Florida	$251M	+$11.6M	50	7.44%	Increased
762	WIM Weitz Investment Management Omaha, Nebraska	$248M	-$29.9M	8	13.63%	Reduced
763	DAM Dorsey Asset Management Chicago, Illinois	$247M	-$39M	3	32.29%	Reduced
764	PGGM Investments Zeist, Netherlands	$247M	-$791K	25	4.26%	Reduced
765	CC Crosslink Capital Menlo Park, California	$246M	+$18.7M	9	46.42%	Increased
766	Donaldson Capital Management Evansville, Indiana	$246M	-$16.7M	13	11.57%	Reduced
767	IHL Investment House LLC Redondo Beach, California	$245M	-$7.48M	12	19.33%	Reduced
768	Modera Wealth Management Westwood, New Jersey	$244M	-$5.95M	15	4.61%	Reduced
769	New Mexico Educational Retirement Board Santa Fe, New Mexico	$243M	+$16.6M	43	10.43%	Increased
770	Laird Norton Wetherby Trust Company Seattle, Washington	$242M	-$10.9M	8	31.16%	Reduced
771	Guardian Capital (Canada) Toronto, Ontario, Canada	$242M	-$10.5M	15	9.01%	Reduced
772	Advisor Partners II Walnut Creek, California	$241M	+$14.6M	52	9.67%	Increased
773	GGPE Golden Gate Private Equity San Francisco, California	$241M	-$611K	1	99.87%	Reduced
774	SIG Senator Investment Group New York	$240M	-$108M	5	13.45%	Reduced
775	Bridges Investment Management Omaha, Nebraska	$239M	-$7.82M	14	8.5%	Reduced