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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	Scout Investments Kansas City, Missouri	$54.7M	-$11.8M	10	1.54%	Reduced
852	DCM Decatur Capital Management Decatur, Georgia	$54.6M	+$2.36M	6	6.85%	Increased
853	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$54.6M	+$774K	4	8.84%	Increased
854	SL Summitry LLC Foster City, California	$54.4M	+$148K	3	5.46%	Increased
855	PPCM Pillar Pacific Capital Management Pacifica, California	$54.2M	+$4.24M	13	8.53%	Increased
856	WCM Wildcat Capital Management New York	$54.2M	-$298K	1	16.34%	Reduced
857	Gates Capital Management New York	$53.9M	+$53.9M	1	1.94%	New
858	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$53.8M	-$167K	5	7.47%	Reduced
859	MAI Marble Arch Investments New York	$53.7M	-$14.8M	1	3.61%	Reduced
860	IEFM IQ EQ Fund Management Dublin 2, Ireland	$53.5M	+$1.72M	8	9.89%	Increased
861	Quantbot Technologies New York	$53.4M	+$24.7M	36	5.93%	Increased
862	Fuller & Thaler Asset Management San Mateo, California	$53.3M	-$40.5M	21	0.88%	Reduced
863	GL GLG LLC New York	$53M	-$10.1M	16	3.79%	Reduced
864	EdgePoint Investment Group Toronto, Ontario, Canada	$52.9M	-$130M	1	0.86%	Reduced
865	JCM Jag Capital Management St Louis, Missouri	$52.7M	+$3.54M	7	10.31%	Increased
866	CPM Crescent Park Management East Palo Alto, California	$52.5M	$0	1	9.18%	Maintained
867	AMI Amica Mutual Insurance Providence, Rhode Island	$52.4M	-$2.78M	11	4.95%	Reduced
868	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$52.4M	-$2.11K	1	22.03%	Reduced
869	Bowen Hanes & Co Ponte Vedra Beach, Florida	$52.4M	-$16.2M	4	2.78%	Reduced
870	RP RBS Partners Bay Harbor Islands, Florida	$52.3M	-$38.1M	1	5.93%	Reduced
871	VIA Virtus Investment Advisers Hartford, Connecticut	$52.1M	+$51.9M	17	3.33%	New
872	Old National Bancorp Evansville, Indiana	$52.1M	+$8.64M	16	2.98%	Increased
873	Raymond James Trust St. Petersburg, Florida	$51.9M	+$1.25M	22	4.46%	Increased
874	AC Asturias Capital New York	$51.9M	-$1.07M	2	16.16%	Reduced
875	SIM Stelliam Investment Management New York	$51.8M	-$39.4M	1	1.74%	Reduced