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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
226
NCGI
Next Century Growth Investors
Minnesota
$462M -$8.44M 16 12.78% Reduced
227
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$458M -$2.13M 4 4.18% Reduced
228
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$457M +$36.2M 29 2.83% Increased
229
TPSF
Texas Permanent School Fund
Texas
$457M -$24.6M 38 4.52% Reduced
230
Westwood Holdings Group
Westwood Holdings Group
Texas
$453M +$10.4M 7 3.48% Increased
231
MSA
Mason Street Advisors
Wisconsin
$453M +$26.4M 46 3.69% Increased
232
Parnassus Investments
Parnassus Investments
California
$452M -$119M 11 4.61% Reduced
233
TI
Turner Investments
Pennsylvania
$452M -$99.8M 22 8.06% Reduced
234
Nuveen
Nuveen
North Carolina
$446M +$9.33M 41 2.87% Increased
235
Suntrust Banks
Suntrust Banks
Georgia
$445M -$70.6M 44 1.73% Reduced
236
Eagle Asset Management
Eagle Asset Management
Florida
$425M -$221M 23 2.39% Reduced
237
Bessemer Group
Bessemer Group
New Jersey
$424M -$66.5M 36 3.04% Reduced
238
BWA
Brave Warrior Advisors
New York
$419M +$2.41M 2 17.14% Increased
239
EARNEST Partners
EARNEST Partners
Georgia
$418M +$387M 9 3.35% New
240
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$417M -$66.5M 3 9.03% Reduced
241
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$417M +$27.7M 5 6.09% Increased
242
Frontier Capital Management
Frontier Capital Management
Massachusetts
$410M -$134M 9 3.04% Reduced
243
Two Sigma Investments
Two Sigma Investments
New York
$408M -$116M 27 2.25% Reduced
244
TAM
Tiverton Asset Management
Delaware
$407M +$1.46M 7 9.01% Increased
245
Manning & Napier Advisors
Manning & Napier Advisors
New York
$397M -$189M 6 1.8% Reduced
246
Wellcome Trust
Wellcome Trust
United Kingdom
$393M +$9.02M 2 10.42% Increased
247
CCMH
Cornerstone Capital Management Holdings
New York
$392M -$23.8M 31 4.52% Reduced
248
Scharf Investments
Scharf Investments
California
$390M +$93.6M 4 17.44% Increased
249
Aristotle Capital Management
Aristotle Capital Management
California
$389M +$48.9M 5 6.18% Increased
250
SEI Trust Company
SEI Trust Company
Pennsylvania
$389M +$23.9M 43 3.68% Increased
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