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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
2076	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$45.4M	+$26.6M	5	5.61%	Increased
2077	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$45.4M	+$16.2M	1	14.01%	Increased
2078	PDL Portfolio Design Labs Encino, California	$45.3M	-$10.3M	14	7.43%	Reduced
2079	CWM Cordatus Wealth Management Newtown, Pennsylvania	$45.3M	-$182K	6	9.95%	Reduced
2080	FM Family Management New York	$45.3M	-$4.07M	10	4.65%	Reduced
2081	SSI Scott & Selber Inc Houston, Texas	$45.3M	-$81.8K	4	9.56%	Reduced
2082	Partners Capital Investment Group Boston, Massachusetts	$45.2M	-$12.7M	6	1.6%	Reduced
2083	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$45.1M	-$1.45M	7	4.49%	Reduced
2084	BP Broadleaf Partners Hudson, Ohio	$45M	-$14.3M	5	8.72%	Reduced
2085	TSAM Trinity Street Asset Management London, United Kingdom	$45M	-$2.42M	2	2.32%	Reduced
2086	BAM Bastion Asset Management Montreal, Canada	$45M	+$22.8M	8	15.27%	Increased
2087	PP PDS Planning Dublin, Ohio	$44.9M	-$263K	22	2.6%	Reduced
2088	VAS Valicenti Advisory Services Elmira, New York	$44.9M	+$306K	4	8.47%	Increased
2089	CIC Canal Insurance Company Greenville, South Carolina	$44.8M	$0	3	9.81%	Maintained
2090	FC Fulcrum Capital Seattle, Washington	$44.7M	+$965K	5	9.07%	Increased
2091	AFP Ausdal Financial Partners Davenport, Iowa	$44.7M	-$4.15M	13	1.75%	Reduced
2092	GP Guardian Partners Toronto, Canada	$44.6M	-$11.4M	21	4.03%	Reduced
2093	PCA Private Capital Advisors Darien, Connecticut	$44.6M	+$44.9M	4	3.91%	Increased
2094	PTB Pioneer Trust Bank Salem, Oregon	$44.6M	-$305K	6	10.12%	Reduced
2095	EAM Exane Asset Management Paris, France	$44.6M	-$3.23M	6	16.12%	Reduced
2096	IC Inscription Capital Houston, Texas	$44.5M	+$4.88M	43	3.95%	Increased
2097	AAP Ardsley Advisory Partners Stamford, Connecticut	$44.5M	-$16.4M	9	4.64%	Reduced
2098	HCP Hiddenite Capital Partners New York	$44.3M	+$45.5M	3	3.81%	New
2099	UC Unio Capital Princeton, New Jersey	$44.3M	-$922K	1	8.42%	Reduced
2100	BPC Bearing Point Capital Bloomington, Minnesota	$44.3M	+$2.52M	6	5.98%	Increased