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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
801	Vontobel Asset Management New York	$47.8M	-$10.2M	2	0.48%	Reduced
802	HCM Howland Capital Management Boston, Massachusetts	$47.7M	+$876K	6	4.87%	Increased
803	Nippon Life Insurance Tokyo, Japan	$47.6M	-$2.06M	12	1.23%	Reduced
804	RBA Richard Bernstein Advisors New York	$47.5M	$0	8	5.59%	Maintained
805	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$47.4M	-$1.19M	5	5.94%	Reduced
806	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$47.3M	-$30.5M	6	5.31%	Reduced
807	North Star Asset Management Neenah, Wisconsin	$47.1M	+$339K	7	5.49%	Increased
808	TCM Tufton Capital Management Hunt Valley, Maryland	$47.1M	+$2.03M	6	9.54%	Increased
809	Mairs & Power Inc St Paul, Minnesota	$46.9M	+$2.45M	6	0.67%	Increased
810	AWCI Alpine Woods Capital Investors Purchase, New York	$46.8M	-$2.78M	5	1.21%	Reduced
811	DM Diker Management New York	$46.8M	+$8.64M	8	10.24%	Increased
812	LCP LGT Capital Partners Pfaeffikon, Switzerland	$46.6M	+$46.7M	5	10.96%	New
813	FIG Fortress Investment Group New York	$46.4M	+$5.92M	5	0.66%	Increased
814	HCM Heathbridge Capital Management Toronto, Ontario, Canada	$46.2M	+$1.16M	2	11.76%	Increased
815	Emerald Advisers Leola, Pennsylvania	$46.2M	+$4.2M	13	2.61%	Increased
816	BII Bainco International Investors Boston, Massachusetts	$46.2M	-$73.4K	4	11.53%	Reduced
817	ACM Ashford Capital Management Wilmington, Delaware	$46.1M	+$509K	10	9.26%	Increased
818	CCP Clarkston Capital Partners Rochester, Michigan	$46.1M	+$2.21M	6	8.48%	Increased
819	MIM Martin Investment Management Palm Beach Gardens, Florida	$46M	-$167K	3	8.26%	Reduced
820	ECM Empire Capital Management Westport, Connecticut	$45.7M	-$68.9M	5	8.18%	Reduced
821	GC GW Capital Bellevue, Washington	$45.6M	+$1.82M	1	1.76%	Increased
822	NCA Newbrook Capital Advisors New York	$45.2M	+$10.7M	2	5.31%	Increased
823	PCM Proxima Capital Management New York	$45.1M	+$16.9M	2	5.31%	Increased
824	PFC Poplar Forest Capital Pasadena, California	$45M	+$873K	3	4.47%	Increased
825	SI Sprott Inc Toronto, Ontario, Canada	$45M	+$29M	2	2.79%	Increased