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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
851	SCM SKBA Capital Management San Francisco, California	$42.3M	-$86.8K	2	3.75%	Reduced
852	QI QV Investors Calgary, Alberta, Canada	$42.3M	+$41M	1	5.84%	New
853	CTA Chesley Taft & Associates Chicago, Illinois	$42.3M	-$1.09M	11	4.37%	Reduced
854	TAM THB Asset Management Norwalk, Connecticut	$42M	+$2.71M	6	2.61%	Increased
855	GCM GoodHaven Capital Management Millburn, New Jersey	$42M	+$760K	1	7.52%	Increased
856	ESCM Echo Street Capital Management New York	$41.9M	-$12M	4	2.74%	Reduced
857	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$41.9M	-$6.69M	4	10.02%	Reduced
858	GWM Greenwich Wealth Management Greenwich, Connecticut	$41.9M	-$3.29M	8	2.78%	Reduced
859	AAM AMI Asset Management Los Angeles, California	$41.9M	-$479K	4	4.16%	Reduced
860	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$41.7M	-$99.8K	6	8.37%	Reduced
861	KG Killen Group Berwyn, Pennsylvania	$41.7M	+$277K	2	2.17%	Increased
862	WPC Waters Parkerson & Co New Orleans, Louisiana	$41.7M	+$233K	3	4.99%	Increased
863	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$41.4M	+$10.7M	8	5.35%	Increased
864	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$41.3M	+$751K	7	8.5%	Increased
865	ACM Aviance Capital Management Sarasota, Florida	$41.3M	+$4.93M	7	1.76%	Increased
866	E. Ohman J:or Asset Management Stockholm, Sweden	$41.2M	-$1.81M	22	10.13%	Reduced
867	Stephens Inc Little Rock, Arkansas	$41.1M	+$2.47M	24	2.07%	Increased
868	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$41.1M	+$495K	6	2.83%	Increased
869	GAI General American Investors New York	$41.1M	+$7.22M	2	3.34%	Increased
870	Old National Bancorp Evansville, Indiana	$40.9M	+$2.41M	10	3.09%	Increased
871	Central Trust Company Jefferson City, Missouri	$40.9M	-$1.07M	25	3.22%	Reduced
872	Coldstream Capital Management Bellevue, Washington	$40.8M	-$98.9K	3	11.98%	Reduced
873	FP Foundry Partners Minneapolis, Minnesota	$40.8M	+$3.84M	5	3.78%	Increased
874	TIP Torray Investment Partners Bethesda, Maryland	$40.4M	+$17.2M	4	4.09%	Increased
875	AL Airain Ltd St. Peter Port, Guernsey	$40.3M	+$20.4M	23	3.3%	Increased