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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
876	MHP Manatuck Hill Partners Westport, Connecticut	$40.2M	-$3.87M	9	6.77%	Reduced
877	Perpetual Ltd Sydney, New South Wales, Australia	$40.1M	+$879K	6	3.54%	Increased
878	VCM Vision Capital Management Portland, Oregon	$40.1M	-$165K	3	4.79%	Reduced
879	FMW Farr Miller & Washington Washington, District of Columbia	$40M	+$236K	5	5.14%	Increased
880	HCMT Highland Capital Management (Texas) Dallas, Texas	$40M	+$429K	3	1.47%	Increased
881	Apex Capital Management Dayton, Ohio	$40M	-$250K	8	1.23%	Reduced
882	RI RWWM Inc Rocklin, California	$39.9M	+$763K	1	21.64%	Increased
883	BSPF British Steel Pension Fund London, United Kingdom	$39.9M	$0	8	3.76%	Maintained
884	MVP Miller Value Partners Sarasota, Florida	$39.8M	+$5.03M	2	1.53%	Increased
885	LMR Partners London, United Kingdom	$39.7M	-$10.6M	9	3.3%	Reduced
886	PIM Provident Investment Management Novi, Michigan	$39.6M	-$441K	3	9.36%	Reduced
887	SCM Stux Capital Management New York	$39.6M	-$10.2M	15	5.16%	Reduced
888	Daiwa Securities Group Tokyo, Japan	$39.5M	-$4.29M	24	0.29%	Reduced
889	MC Martin Currie Edinburgh, United Kingdom	$39.4M	-$2.21M	4	3.41%	Reduced
890	MC Muhlenkamp & Co Wexford, Pennsylvania	$39.3M	+$28.6K	3	6.94%	Increased
891	SAM Symphony Asset Management San Francisco, California	$39.1M	-$10.4M	13	4.07%	Reduced
892	PL Parthenon LLC Louisville, Kentucky	$39M	+$92.5K	5	11.53%	Increased
893	HGI Hansberger Global Investors Ft Lauderdale, Florida	$39M	-$2.49M	1	11%	Reduced
894	NB NBT Bank Norwich, New York	$38.8M	-$1.3M	4	5.89%	Reduced
895	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$38.8M	+$917K	4	8.19%	Increased
896	MAA Matrix Asset Advisors White Plains, New York	$38.7M	+$5.41M	4	4.4%	Increased
897	First Citizens Bank & Trust Raleigh, North Carolina	$38.6M	+$1.98M	5	3.29%	Increased
898	WC Woodstock Corp Boston, Massachusetts	$38.6M	+$248K	6	6.84%	Increased
899	AIM Arcadia Investment Management Kalamazoo, Michigan	$38.4M	-$361K	8	11.2%	Reduced
900	EGM Espalier Global Management New York	$38.4M	+$27M	4	2.97%	Increased