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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
1676
OTL
Oak Thistle LLC
New York
$67.9M -$1.11M 29 6.56% Reduced
1677
SP Asset Management
SP Asset Management
California
$67.8M +$818K 8 5.44% Increased
1678
Northside Capital Management
Northside Capital Management
Oregon
$67.7M -$2.87M 9 5.55% Reduced
1679
First Nebraska Trust
First Nebraska Trust
Nebraska
$67.6M +$3.1M 10 5.46% Increased
1680
Arvest Bank Trust Division
Arvest Bank Trust Division
Oklahoma
$67.3M +$725K 5 3.28% Increased
1681
AL
Arnhold LLC
New York
$66.9M +$5.34M 4 4.68% Increased
1682
LCA
Legend Capital Advisors
New York
$66.9M -$11.7M 3 36.4% Reduced
1683
Leavell Investment Management
Leavell Investment Management
Alabama
$66.7M -$381K 14 2.44% Reduced
1684
Sound Shore Management
Sound Shore Management
Connecticut
$66.6M +$82.4M 1 2.05% New
1685
Royal Fund Management
Royal Fund Management
Florida
$66.5M -$4.55M 12 5.54% Reduced
1686
MLCM
M & L Capital Management
United Kingdom
$66.4M +$926K 1 17.96% Increased
1687
Trust Asset Management
Trust Asset Management
Texas
$66.2M +$134K 17 4.13% Increased
1688
Milestones Administradora de Recursos
Milestones Administradora de Recursos
Brazil
$66.2M -$3.18M 1 12.79% Reduced
1689
WealthPlan Investment Management
WealthPlan Investment Management
Nebraska
$66M +$8.2M 10 3.28% Increased
1690
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$65.8M +$70.7M 13 5.55% New
1691
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC.
New York
$65.8M -$111M 4 1.84% Reduced
1692
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$65.8M -$153M 2 0.78% Reduced
1693
Central Securities
Central Securities
New York
$65.7M +$17.2M 3 4.9% Increased
1694
Griffin Asset Management
Griffin Asset Management
New York
$65.7M +$6.74M 9 6.93% Increased
1695
Bulltick Wealth Management
Bulltick Wealth Management
Florida
$65.6M +$2.94M 6 13.37% Increased
1696
DCM
Divisar Capital Management
California
$65.6M +$11.6M 4 15.11% Increased
1697
Capital Group Investment Management
Capital Group Investment Management
Singapore
$65.6M -$2.67M 7 9.88% Reduced
1698
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$65.5M -$41.1M 7 1.84% Reduced
1699
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$65.5M +$736K 14 6.88% Increased
1700
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$65.5M +$754K 9 4.67% Increased
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