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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
951	Snow Capital Management Sewickley, Pennsylvania	$36.5M	+$16.2M	1	1.14%	Increased
952	Sprott Inc Toronto, Ontario, Canada	$36.5M	+$3.9M	2	2.91%	Increased
953	LS Investment Advisors Bloomfield Hills, Michigan	$36.5M	+$1.58M	28	2.78%	Increased
954	Cacti Asset Management Atlanta, Georgia	$36.4M	+$5.49M	3	3.85%	Increased
955	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$36.4M	+$2.56M	1	1.8%	Increased
956	Parsons Capital Management Providence, Rhode Island	$36.3M	-$1.93M	16	5.1%	Reduced
957	CI Investments Inc Toronto, Ontario, Canada	$36.2M	-$92.5M	2	0.38%	Reduced
958	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$36.1M	+$8.42M	23	1.36%	Increased
959	BA Broadview Advisors Milwaukee, Wisconsin	$36.1M	+$7.03M	3	3.58%	Increased
960	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$36M	+$5.88M	7	4.23%	Increased
961	Herald Investment Management London, United Kingdom	$36M	+$2.67M	12	13.01%	Increased
962	R.H. Bluestein & Co Birmingham, Michigan	$35.7M	+$4.2M	12	2.15%	Increased
963	Redmile Group San Francisco, California	$35.6M	+$9.32M	2	3.2%	Increased
964	Kanawha Capital Management Richmond, Virginia	$35.5M	+$403K	6	6.22%	Increased
965	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$35.5M	+$1.86M	4	5.25%	Increased
966	3CP 3G Capital Partners New York	$35.5M	+$9.07M	2	3.03%	Increased
967	Tremblant Capital Group West Palm Beach, Florida	$35.5M	+$34.6M	1	2.29%	New
968	Farmers & Merchants Investments Inc Lincoln, Nebraska	$35.4M	-$72.2K	17	4.46%	Reduced
969	WhitTier Trust Company Reno, Nevada	$35.4M	+$114K	22	3.92%	Increased
970	Walleye Trading New York	$35.4M	-$10.1M	21	0.35%	Reduced
971	Waratah Capital Advisors Toronto, Ontario, Canada	$35.3M	+$7.45M	10	9.66%	Increased
972	FAM Foxhaven Asset Management Charlottesville, Virginia	$35.2M	+$21.1M	1	4.2%	Increased
973	VEPM Vista Equity Partners Management San Francisco, California	$35.2M	+$14.7M	8	20.13%	Increased
974	Essex Investment Management Boston, Massachusetts	$35.2M	+$3.32M	16	4.92%	Increased
975	Strategy Asset Managers Pasadena, California	$35.1M	+$3.79M	7	7.68%	Increased