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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	BII Bainco International Investors Boston, Massachusetts	$56.4M	+$11.2M	4	12.7%	Increased
777	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$56.3M	+$5.43M	41	1.58%	Increased
778	GC GW Capital Bellevue, Washington	$56M	+$184K	1	2.58%	Increased
779	CIBC World Markets New York	$55.9M	-$12M	4	3.44%	Reduced
780	HP Hikari Power Tokyo, Japan	$55.5M	+$11.2M	3	7.87%	Increased
781	RP RR Partners New York	$55.4M	-$1.64M	1	1.7%	Reduced
782	AA Antipodean Advisors New York	$55.2M	+$17.3M	1	5.16%	Increased
783	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$55.2M	+$51.9K	7	6.43%	Increased
784	Birch Hill Investment Advisors Boston, Massachusetts	$55.1M	-$2.14M	7	5.63%	Reduced
785	SWITC Stewart West Indies Trading Company Boulder, Colorado	$54.9M	$0	2	5.32%	Maintained
786	RCMC Rubric Capital Management (Connecticut) Stamford, Connecticut	$54.8M	+$53.9M	2	3.46%	New
787	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$54.5M	+$24.9M	1	3.12%	Increased
788	MIS Morningstar Investment Services Chicago, Illinois	$54.2M	+$4.76M	5	2.36%	Increased
789	RHJA Rice Hall James & Associates San Diego, California	$54.1M	+$23.8M	12	3.13%	Increased
790	CIPU Caledonia Investments plc (UK) London England, United Kingdom	$53.8M	+$6.82M	2	24.28%	Increased
791	PC Pier Capital Stamford, Connecticut	$53.7M	+$4.12M	9	8.09%	Increased
792	OA Omega Advisors New York	$53.5M	+$52.8M	1	0.85%	New
793	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$53.4M	+$26.3M	7	4.37%	Increased
794	BFO Boston Family Office Boston, Massachusetts	$53.4M	-$453K	9	6.63%	Reduced
795	Old National Bancorp Evansville, Indiana	$53.3M	+$4.19M	14	2.91%	Increased
796	GA Glenhill Advisors New York	$53.3M	+$9.27M	1	4.2%	Increased
797	SJIC St. James Investment Company Southlake, Texas	$53.2M	+$1.52M	1	5.64%	Increased
798	CCM Compass Capital Management Minneapolis, Minnesota	$53.1M	+$2.22M	4	11.06%	Increased
799	RBA Richard Bernstein Advisors New York	$52.9M	$0	10	6.92%	Maintained
800	CTA Chesley Taft & Associates Chicago, Illinois	$52.6M	+$8.99M	12	5.39%	Increased