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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	MIM Martin Investment Management Palm Beach Gardens, Florida	$43.8M	+$5.81M	2	6.11%	Increased
877	TIP Torray Investment Partners Bethesda, Maryland	$43.7M	-$13.5M	3	5.12%	Reduced
878	ICM Intrepid Capital Management Jacksonville Beach, Florida	$43.7M	-$8.55M	4	13.31%	Reduced
879	KMC Kirr Marbach & Co Columbus, Indiana	$43.6M	-$81.9K	3	7.81%	Reduced
880	PEAK6 Group Chicago, Illinois	$43.6M	-$3.71M	22	0.33%	Reduced
881	FMW Farr Miller & Washington Washington, District of Columbia	$43.5M	+$5.18K	5	5%	Increased
882	HCM Horan Capital Management Hunt Valley, Maryland	$43.5M	+$7.4M	5	12.28%	Increased
883	CC Coastland Capital Palo Alto, California	$43.3M	+$13.9M	3	1.44%	Increased
884	CCT Country Club Trust Kansas City, Missouri	$43.3M	+$1.86M	6	6.1%	Increased
885	Associated Banc-Corp Green Bay, Wisconsin	$43.3M	+$2.14M	8	2.73%	Increased
886	CEI Clark Estates Inc New York	$43M	-$11M	5	6.95%	Reduced
887	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$43M	-$499K	4	9.49%	Reduced
888	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$42.9M	-$22.8M	2	1.77%	Reduced
889	ACM Archon Capital Management Seattle, Washington	$42.9M	-$205K	3	37.52%	Reduced
890	PFM Parsec Financial Management Asheville, North Carolina	$42.6M	+$586K	6	4.29%	Increased
891	SPC Stewart & Patten Company Lafayette, California	$42.6M	-$1.52M	5	8.78%	Reduced
892	Amalgamated Bank New York	$42.4M	+$9.22M	38	5.17%	Increased
893	PCP P2 Capital Partners New York	$42.3M	-$3.08M	1	6.49%	Reduced
894	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$42.1M	+$469K	6	7.89%	Increased
895	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$42.1M	+$173K	8	2.72%	Increased
896	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$42M	-$3.91M	3	7.32%	Reduced
897	Capital International Sarl Los Angeles, California	$42M	+$1.93M	4	3.05%	Increased
898	HP Holowesko Partners Nassau, Bahamas	$42M	+$45M	1	3.28%	New
899	AIM Avity Investment Management Greenwich, Connecticut	$41.6M	+$2.97M	3	6.61%	Increased
900	Mizuho Securities USA New York	$41.6M	+$1.5M	12	5.36%	Increased