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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	HCM Holland Capital Management Chicago, Illinois	$517M	-$73.4M	8	13.44%	Reduced
227	EC Eminence Capital New York	$517M	+$143M	3	7.94%	Increased
228	Capital Guardian Trust Los Angeles, California	$516M	-$23.3M	23	4.18%	Reduced
229	British Columbia Investment Management Victoria, British Columbia, Canada	$509M	+$5.82M	29	5.2%	Increased
230	State of Tennessee, Department of Treasury Nashville, Tennessee	$509M	-$67.2M	31	3.14%	Reduced
231	ACI AMP Capital Investors Sydney, Australia	$506M	-$14.8M	33	3.68%	Reduced
232	Winton Group London, United Kingdom	$505M	+$108M	10	3.99%	Increased
233	Bahl & Gaynor Cincinnati, Ohio	$500M	+$43.4M	14	7.18%	Increased
234	Fundsmith LLP London, United Kingdom	$499M	+$38.9M	2	15.21%	Increased
235	Mackenzie Financial Toronto Ontario, Ontario, Canada	$497M	+$20.8M	35	3.02%	Increased
236	Aperio Group Sausalito, California	$495M	+$33.6M	53	5.04%	Increased
237	Sustainable Growth Advisers Stamford, Connecticut	$482M	-$7.74M	4	10.55%	Reduced
238	Wellcome Trust London, United Kingdom	$480M	$0	3	10.61%	Maintained
239	Fiera Capital (Canada) Montreal, Quebec, Canada	$479M	+$31M	11	3.99%	Increased
240	Lyrical Asset Management New York	$478M	+$39.6M	3	11.38%	Increased
241	MG Meritage Group San Francisco, California	$477M	+$61.6M	3	10.78%	Increased
242	Flossbach Von Storch Cologne, Germany	$477M	-$15.9M	3	8.29%	Reduced
243	Glenview Capital Management New York	$476M	-$15.7M	1	2.36%	Reduced
244	Beutel, Goodman & Co Toronto, Ontario, Canada	$474M	-$225M	2	5.2%	Reduced
245	KeyBank National Association Cleveland, Ohio	$473M	-$2.94M	29	3.34%	Reduced
246	Wasatch Advisors Salt Lake City, Utah	$469M	+$71.8M	16	6.27%	Increased
247	Vaughan Nelson Investment Management Houston, Texas	$468M	-$41.3M	6	6.66%	Reduced
248	Third Point New York	$457M	+$225M	2	4.31%	Increased
249	Kayne Anderson Rudnick Investment Management Los Angeles, California	$455M	-$2.3M	18	7.72%	Reduced
250	Arrowstreet Capital Boston, Massachusetts	$451M	-$32.4M	37	2.14%	Reduced