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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
776	Nippon Life Insurance Tokyo, Japan	$51.4M	+$1.39M	13	1.3%	Increased
777	RAM RWC Asset Management London, United Kingdom	$51.1M	+$2.69M	3	4.98%	Increased
778	HCM Howland Capital Management Boston, Massachusetts	$51M	-$690K	6	5.24%	Reduced
779	Covington Capital Management Los Angeles, California	$50.9M	-$87K	8	4.67%	Reduced
780	OAM Origin Asset Management London, United Kingdom	$50.9M	-$14M	3	3.3%	Reduced
781	IG Ithaka Group Arlington, Virginia	$50.9M	-$2.26M	4	7.63%	Reduced
782	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$50.7M	+$3.91M	1	3.28%	Increased
783	Mizuho Securities USA New York	$50.6M	+$49.6M	9	5.93%	Increased
784	BFO Boston Family Office Boston, Massachusetts	$50.6M	-$36.5K	8	6.51%	Reduced
785	RBA Richard Bernstein Advisors New York	$50.5M	+$516K	9	5.32%	Increased
786	Old National Bancorp Evansville, Indiana	$50.5M	+$9.9M	10	3.29%	Increased
787	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$49.9M	-$3.65M	3	3.09%	Reduced
788	PFC Poplar Forest Capital Pasadena, California	$49.8M	-$67.2K	3	4.42%	Reduced
789	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$49.8M	+$132K	5	6.39%	Increased
790	LM Lincluden Management Mississauga, Ontario, Canada	$49.7M	-$6.49M	4	4.83%	Reduced
791	Apex Capital Management Dayton, Ohio	$49.7M	+$8.72M	8	1.5%	Increased
792	Perpetual Ltd Sydney, New South Wales, Australia	$49.6M	+$7.96M	6	5.35%	Increased
793	Loews Corp New York	$49.1M	-$8.18M	3	0.33%	Reduced
794	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$49.1M	+$553K	3	11.24%	Increased
795	Ferguson Wellman Capital Management Portland, Oregon	$49.1M	+$165K	8	2.09%	Increased
796	QI QV Investors Calgary, Alberta, Canada	$48.8M	+$2.05M	1	6.23%	Increased
797	AWCI Alpine Woods Capital Investors Purchase, New York	$48.8M	-$3.69M	5	2.6%	Reduced
798	GCP GSA Capital Partners London, United Kingdom	$48.6M	+$6.7M	37	2.56%	Increased
799	GC GW Capital Bellevue, Washington	$48.2M	+$1.98M	1	2.05%	Increased
800	TAM Taylor Asset Management Toronto, Ontario, Canada	$48M	+$16.3M	1	5.75%	Increased