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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
826	KMC Kirr Marbach & Co Columbus, Indiana	$44.9M	+$294K	3	8.03%	Increased
827	Ferguson Wellman Capital Management Portland, Oregon	$44.8M	-$5.32M	8	1.89%	Reduced
828	AIM Assured Investment Management New York	$44.5M	+$1.15M	3	0.76%	Increased
829	PineBridge Investments New York	$44.4M	-$13.4M	28	1.76%	Reduced
830	SPC Stewart & Patten Company Lafayette, California	$44.4M	-$639K	4	8.94%	Reduced
831	WDA Wendell David Associates Portsmouth, New Hampshire	$44.1M	-$286K	9	9.29%	Reduced
832	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$44.1M	+$160K	3	10.51%	Increased
833	AF Ally Financial Detroit, Michigan	$44M	-$3.8M	9	5.18%	Reduced
834	EBIM Eagle Boston Investment Management Boston, Massachusetts	$44M	-$1.18M	3	2.2%	Reduced
835	ST Sabal Trust St. Petersburg, Florida	$44M	-$9.44M	4	6.27%	Reduced
836	PFM Parsec Financial Management Asheville, North Carolina	$44M	-$2.71M	4	4.81%	Reduced
837	Hamlin Capital Management New York	$44M	+$5.32M	1	2.47%	Increased
838	HP Hikari Power Tokyo, Japan	$43.9M	+$4.33M	3	6.35%	Increased
839	CCT Country Club Trust Kansas City, Missouri	$43.8M	+$2.23M	6	5.74%	Increased
840	NIP Nicholas Investment Partners Rancho Santa Fe, California	$43.6M	+$6.51M	9	2.57%	Increased
841	RAM RWC Asset Management London, United Kingdom	$43.6M	+$7.81M	3	3.89%	Increased
842	AR Advisory Research Chicago, Illinois	$43.4M	-$608K	2	0.4%	Reduced
843	Jefferies Group New York	$43.4M	-$15.3M	34	0.37%	Reduced
844	TCA Taconic Capital Advisors New York	$43.1M	-$7.34M	2	1.88%	Reduced
845	Associated Banc-Corp Green Bay, Wisconsin	$43.1M	-$159K	6	2.8%	Reduced
846	GCP GSA Capital Partners London, United Kingdom	$43M	+$7.05M	33	1.94%	Increased
847	AP Alydar Partners Boston, Massachusetts	$42.9M	+$20.5M	4	3.65%	Increased
848	WP WMS Partners Towson, Maryland	$42.8M	+$454K	12	6.59%	Increased
849	Boston Financial Management Boston, Massachusetts	$42.5M	-$5.68M	7	5.61%	Reduced
850	CCM Century Capital Management Boston, Massachusetts	$42.4M	-$21.4M	5	2.23%	Reduced