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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
1251
Howard Capital Management Group
Howard Capital Management Group
California
$122M +$209K 7 7.43% Increased
1252
Lakewood Capital Management
Lakewood Capital Management
New York
$121M +$9.9M 5 6.26% Increased
1253
Rice Hall James & Associates
Rice Hall James & Associates
California
$121M +$16.5M 15 5.9% Increased
1254
Greenstone Partners & Co
Greenstone Partners & Co
California
$121M +$73.8K 3 27.97% Increased
1255
Herald Investment Management
Herald Investment Management
United Kingdom
$121M -$15M 20 16.4% Reduced
1256
Catalyst Funds Management
Catalyst Funds Management
Australia
$121M +$94.1M 38 6.77% Increased
1257
Lyell Wealth Management
Lyell Wealth Management
California
$121M -$7.23M 15 7.41% Reduced
1258
Blue Chip Partners
Blue Chip Partners
Michigan
$121M -$4.27M 6 7.62% Reduced
1259
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$121M -$1.32M 10 8.53% Reduced
1260
United Asset Strategies
United Asset Strategies
New York
$120M +$14.1M 14 8.51% Increased
1261
Palisade Asset Management
Palisade Asset Management
Minnesota
$120M +$512K 8 11.09% Increased
1262
Segment Wealth Management
Segment Wealth Management
Texas
$120M -$10.5M 9 6.23% Reduced
1263
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$120M -$20.5M 3 11.94% Reduced
1264
Keystone Investors
Keystone Investors
Singapore
$119M +$115M 6 6.39% New
1265
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$119M +$4.25M 24 2.52% Increased
1266
BIT Capital
BIT Capital
Germany
$119M +$88.7M 1 3.53% Increased
1267
Venturi Wealth Management
Venturi Wealth Management
Texas
$119M +$6.14M 30 4.61% Increased
1268
Randolph Company
Randolph Company
Ohio
$119M -$27.5M 2 10.02% Reduced
1269
PFG Investments
PFG Investments
New York
$118M +$20.7M 29 4.59% Increased
1270
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$118M -$4.29M 5 7.02% Reduced
1271
Dragoneer Investment Group
Dragoneer Investment Group
California
$118M -$36.1M 2 4.17% Reduced
1272
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$118M +$2.22M 7 5.26% Increased
1273
Savvy Advisors Inc
Savvy Advisors Inc
New York
$118M +$16.3M 31 2.51% Increased
1274
Nemes Rush Group
Nemes Rush Group
Michigan
$118M +$2.06M 27 9.74% Increased
1275
BG
Bollard Group
Massachusetts
$118M +$1.54M 11 3.59% Increased