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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
1276	BLB&B Advisors Montgomeryville, Pennsylvania	$118M	+$7.86M	10	4.31%	Increased
1277	Broad Bay Capital Management New York	$117M	+$93M	3	10.96%	New
1278	Cinctive Capital Management New York	$117M	+$74.7M	19	4.31%	Increased
1279	Slow Capital Greenbrae, California	$117M	-$5.9M	10	13.67%	Reduced
1280	RGC Rubicon Global Capital London, United Kingdom	$117M	$0	3	42.84%	Maintained
1281	Pertento Partners London, United Kingdom	$117M	+$17.7M	1	6.3%	Increased
1282	Novare Capital Management Charlotte, North Carolina	$117M	+$3.09M	11	8.28%	Increased
1283	NBT Bank Norwich, New York	$117M	-$4.2M	27	7.72%	Reduced
1284	MCI McDonald Capital Investors Orinda, California	$116M	-$9.2M	2	8.5%	Reduced
1285	C Chescapmanager Baltimore, Maryland	$116M	+$80.9M	1	9.87%	Increased
1286	Conning Inc Hartford, Connecticut	$116M	-$4.16M	13	3.47%	Reduced
1287	Suncoast Equity Management Tampa, Florida	$115M	-$47.9M	10	14.44%	Reduced
1288	BFO Boston Family Office Boston, Massachusetts	$115M	-$6.78M	15	6.99%	Reduced
1289	Next Century Growth Investors Plymouth, Minnesota	$115M	+$21.8M	7	6.1%	Increased
1290	Cumberland Partners Toronto, Ontario, Canada	$115M	+$4.33M	8	7.44%	Increased
1291	71 West Capital Partners Boston, Massachusetts	$115M	+$16M	20	3.97%	Increased
1292	Oribel Capital Management New York	$115M	+$28.8M	7	3.48%	Increased
1293	M MOTCO San Antonio, Texas	$115M	-$4.3M	36	9.8%	Reduced
1294	Dorsey & Whitney Trust Sioux Falls, South Dakota	$114M	-$395K	31	5.57%	Reduced
1295	NM Newtyn Management New York	$114M	+$29.6M	3	14.25%	Increased
1296	Ascent Group Virginia Beach, Virginia	$114M	-$4.07M	29	3.41%	Reduced
1297	Palisade Capital Management Fort Lee, New Jersey	$114M	-$48.6M	15	4.97%	Reduced
1298	Formuepleje A/S Aarhus C, Denmark	$114M	-$43.1M	8	8.91%	Reduced
1299	GAMCO Investors Greenwich, Connecticut	$114M	-$17.2M	21	1.02%	Reduced
1300	Montag & Associates Atlanta, Georgia	$114M	-$2.34M	39	4.79%	Reduced