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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	Tudor Investment Corp Stamford, Connecticut	$64M	-$15M	43	1.5%	Reduced
802	Miller Howard Investments Kingston, New York	$63.7M	-$19.3M	1	1.17%	Reduced
803	AC Avenir Corporation Alexandria, Virginia	$63.6M	-$4.09M	1	5.49%	Reduced
804	CCM Cadence Capital Management Boston, Massachusetts	$63.3M	+$1.33M	26	4.62%	Increased
805	QIM Quantitative Investment Management Charlottesville, Virginia	$63.1M	-$21.1M	22	2.08%	Reduced
806	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$63M	-$5.86M	3	19%	Reduced
807	TIP Torray Investment Partners Bethesda, Maryland	$63M	-$27.6M	5	6.92%	Reduced
808	FMW Farr Miller & Washington Washington, District of Columbia	$63M	+$7.1M	8	6.85%	Increased
809	Squarepoint New York	$62.8M	+$28.7M	29	4.17%	Increased
810	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$62.8M	+$3.33M	13	5.3%	Increased
811	TBC Tweedy, Browne Co Stamford, Connecticut	$62.7M	-$1.28M	1	1.89%	Reduced
812	Virtu KCG Holdings New York	$62.7M	-$2.52M	52	1.49%	Reduced
813	HCM Howland Capital Management Boston, Massachusetts	$62.3M	+$265K	7	5.79%	Increased
814	Penserra Capital Management Orinda, California	$62.2M	+$5.05M	47	7.56%	Increased
815	Birch Hill Investment Advisors Boston, Massachusetts	$61.9M	+$1.15M	7	5.75%	Increased
816	PIP Permian Investment Partners Dallas, Texas	$61.9M	-$32.8M	1	11.86%	Reduced
817	MTIP Magee Thomson Investment Partners San Diego, California	$61.7M	-$1.94M	9	20.37%	Reduced
818	PineBridge Investments New York	$61.3M	-$6.24M	25	2.72%	Reduced
819	PCM Penn Capital Management Philadelphia, Pennsylvania	$60.7M	-$22M	7	4.12%	Reduced
820	FCT Family Capital Trust Peabody, Massachusetts	$60.7M	-$1.34M	4	34.39%	Reduced
821	Washington Trust Westerly, Rhode Island	$59.5M	-$2.82M	10	3.91%	Reduced
822	PFM Parsec Financial Management Asheville, North Carolina	$59.2M	-$431K	6	5.35%	Reduced
823	Check Capital Management Costa Mesa, California	$59.2M	-$30.9M	4	4.62%	Reduced
824	ACM Argent Capital Management St Louis, Missouri	$59M	+$42.7M	6	2.53%	Increased
825	Klingenstein Fields & Co New York	$58.9M	+$5.51M	7	2.71%	Increased