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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	Shelton Capital Management Denver, Colorado	$52.4M	+$2.42M	27	5.67%	Increased
802	KLC Knowledge Leaders Capital Denver, Colorado	$52.3M	+$15.5M	6	17.72%	Increased
803	HCM Heathbridge Capital Management Toronto, Ontario, Canada	$51.9M	-$2.1M	2	13.62%	Reduced
804	Douglass Winthrop Advisors New York	$51.9M	+$3.46M	8	4.03%	Increased
805	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$51.8M	-$7.49M	42	4%	Reduced
806	HCM Hitchwood Capital Management New York	$51.7M	-$8.24M	2	2.76%	Reduced
807	FCT Family Capital Trust Peabody, Massachusetts	$51.6M	-$9.3M	6	28.52%	Reduced
808	AMI Amica Mutual Insurance Providence, Rhode Island	$51.4M	-$2.08M	9	4.22%	Reduced
809	IEFM IQ EQ Fund Management Dublin 2, Ireland	$51.2M	-$1.48M	4	6.85%	Reduced
810	IG Ithaka Group Arlington, Virginia	$50.8M	-$740K	4	8.05%	Reduced
811	North Star Asset Management Neenah, Wisconsin	$50.8M	+$2.11M	7	5.76%	Increased
812	OPCM Osborne Partners Capital Management San Francisco, California	$50.8M	-$3.46M	7	6.68%	Reduced
813	MC Maplelane Capital New York	$50.7M	-$31.3M	5	1.67%	Reduced
814	Nippon Life Insurance Tokyo, Japan	$50.3M	-$1.75M	12	1.25%	Reduced
815	Mairs & Power Inc St Paul, Minnesota	$50.3M	+$1.73M	6	0.69%	Increased
816	HCM Howland Capital Management Boston, Massachusetts	$50.3M	-$725K	6	5.12%	Reduced
817	VAM Visium Asset Management New York	$50.2M	+$28.3M	22	0.74%	Increased
818	AC Amici Capital New York	$50.1M	+$42.2M	2	1.8%	Increased
819	Clal Insurance Tel-Aviv, Israel	$50M	-$2.53M	2	1.15%	Reduced
820	WDA Wendell David Associates Portsmouth, New Hampshire	$49.8M	-$966K	11	9.58%	Reduced
821	Braun Stacey Associates New York	$49.4M	+$75.7K	5	2.9%	Increased
822	Hillhouse Investment Management Grand Cayman, Cayman Islands	$49.4M	+$34M	4	0.9%	Increased
823	RAM RWC Asset Management London, United Kingdom	$49.3M	+$5.31M	4	3.99%	Increased
824	NIP Nicholas Investment Partners Rancho Santa Fe, California	$49.3M	+$26.9M	11	3.08%	Increased
825	Hamlin Capital Management New York	$49.2M	+$291K	1	2.59%	Increased