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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	Covington Capital Management Los Angeles, California	$49.2M	-$906K	8	4.73%	Reduced
827	PP Paloma Partners Greenwich, Connecticut	$49.2M	+$17.5M	29	1.39%	Increased
828	EverPoint Asset Management Stamford, Connecticut	$49.1M	+$35.6M	7	0.93%	Increased
829	Donaldson Capital Management Evansville, Indiana	$49.1M	+$2.89M	5	6.91%	Increased
830	QIM Quest Investment Management Lake Oswego, Oregon	$49M	-$5.37M	8	6.64%	Reduced
831	Tokio Marine Asset Management Tokyo, Japan	$48.9M	-$4.43M	16	4.53%	Reduced
832	WP WMS Partners Towson, Maryland	$48.5M	+$11.1M	13	5.94%	Increased
833	AAM AO Asset Management New York	$48.3M	-$2.88M	3	10.5%	Reduced
834	TI Turner Investments Berwyn, Pennsylvania	$48.2M	-$17.9M	20	8.66%	Reduced
835	DM Diker Management New York	$48.1M	-$9.18M	9	8.69%	Reduced
836	PIM Provident Investment Management Novi, Michigan	$48M	-$379K	2	9.76%	Reduced
837	ECM Estabrook Capital Management New York	$48M	-$1.86M	8	5.61%	Reduced
838	AC Avenir Corporation Alexandria, Virginia	$47.9M	-$391K	1	3.48%	Reduced
839	E. Ohman J:or Asset Management Stockholm, Sweden	$47.8M	+$2.38M	22	11.08%	Increased
840	Banque Pictet & Cie Geneva 73, Switzerland	$47.7M	-$3.1M	8	1.24%	Reduced
841	ACM Ashford Capital Management Wilmington, Delaware	$47.6M	+$7.29M	11	9.72%	Increased
842	PFC Poplar Forest Capital Pasadena, California	$47.5M	+$6.54M	3	3.47%	Increased
843	Sumitomo Life Insurance Tokyo, Japan	$47.4M	-$5.61M	11	5.23%	Reduced
844	First Citizens Bank & Trust Raleigh, North Carolina	$47.4M	+$8.64M	7	3.28%	Increased
845	ALA Atherton Lane Advisers Menlo Park, California	$47.3M	+$246K	9	2.55%	Increased
846	PCM Palestra Capital Management New York	$47.2M	-$27.7M	1	4.15%	Reduced
847	Stephens Inc Little Rock, Arkansas	$47.1M	+$2.15M	29	2.14%	Increased
848	Slate Path Capital New York	$46.8M	+$45.6M	1	2.95%	New
849	Cohen & Steers New York	$46.7M	-$29.2M	3	0.13%	Reduced
850	Spot Trading Chicago, Illinois	$46.6M	-$8.5M	26	0.46%	Reduced