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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	TCM Tufton Capital Management Hunt Valley, Maryland	$46.5M	-$1.18M	6	8.52%	Reduced
852	NA Navellier & Associates Reno, Nevada	$46.1M	-$31.6M	13	4.18%	Reduced
853	3NC 300 North Capital Pasadena, California	$46M	+$970K	8	10.13%	Increased
854	WI WBI Investments Red Bank, New Jersey	$45.9M	-$5.15M	6	1.09%	Reduced
855	ST Sabal Trust St. Petersburg, Florida	$45.8M	+$770K	2	6.02%	Increased
856	Boston Financial Management Boston, Massachusetts	$45.7M	+$1.12M	9	5.71%	Increased
857	HHC Hutchin Hill Capital New York	$45.6M	+$5.94M	18	1.26%	Increased
858	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$45.5M	-$747K	5	6.39%	Reduced
859	FA Friess Associates Greenville, Delaware	$45.4M	-$2.03M	3	3.67%	Reduced
860	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$45.4M	-$664K	8	8.94%	Reduced
861	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$45.3M	+$668K	6	5.49%	Increased
862	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$45.3M	-$19.1M	1	2.88%	Reduced
863	Virtu KCG Holdings New York	$45.1M	+$14M	35	0.92%	Increased
864	GAI General American Investors New York	$45M	+$1.18M	2	3.7%	Increased
865	QI QV Investors Calgary, Alberta, Canada	$45M	+$7.76M	1	5.14%	Increased
866	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$44.9M	+$9.83M	4	3.17%	Increased
867	MAA Matrix Asset Advisors White Plains, New York	$44.6M	+$2.81M	3	5.16%	Increased
868	TCM Twin Capital Management Mcmurray, Pennsylvania	$44.6M	+$4.91M	9	3.91%	Increased
869	Stock Yards Bank & Trust Louisville, Kentucky	$44.5M	+$6.9M	9	6.31%	Increased
870	ACM Andor Capital Management Rye Brook, New York	$44.4M	-$46.3M	1	4.41%	Reduced
871	CIA CCM Investment Advisers Columbia, South Carolina	$44.4M	-$20.9M	4	4.34%	Reduced
872	WI Wafra Inc New York	$44.2M	+$778K	3	4.63%	Increased
873	WC Weatherbie Capital Boston, Massachusetts	$44.1M	-$23.6M	3	4.35%	Reduced
874	PP Palladium Partners Norfolk, Virginia	$43.9M	-$1.44M	5	3.77%	Reduced
875	Catalyst Capital Advisors Huntington, New York	$43.8M	+$16.6M	11	5.03%	Increased