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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	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1B	+$354M	52	0.41%	Increased
227	SRS Investment Management New York	$998M	+$149M	4	22.48%	Increased
228	Gateway Investment Advisers Cincinnati, Ohio	$991M	-$54.1M	31	8.79%	Reduced
229	KBC Group Brussels, Belgium	$977M	+$125M	47	8.04%	Increased
230	Harris Associates Chicago, Illinois	$972M	-$255M	3	1.78%	Reduced
231	First Pacific Advisors El Segundo, California	$953M	-$178M	6	8.35%	Reduced
232	Gates Foundation Trust Kirkland, Washington	$944M	-$873M	1	4.52%	Reduced
233	Teacher Retirement System of Texas Austin, Texas	$941M	-$8.28M	31	8.04%	Reduced
234	Disciplined Growth Investors Minneapolis, Minnesota	$937M	-$66.2M	13	16.43%	Reduced
235	BCM Bares Capital Management Austin, Texas	$929M	-$58M	7	26.11%	Reduced
236	DnB Asset Management Oslo, Norway	$919M	+$112M	29	10.48%	Increased
237	KeyBank National Association Cleveland, Ohio	$907M	+$5.81M	30	5.4%	Increased
238	Martingale Asset Management Boston, Massachusetts	$907M	+$66.7M	39	9.82%	Increased
239	Fort Washington Investment Advisors Cincinnati, Ohio	$906M	-$52.3M	17	10.18%	Reduced
240	Natixis Advisors Boston, Massachusetts	$901M	+$9.91M	41	7.89%	Increased
241	Raymond James Financial Services Advisors St. Petersburg, Florida	$897M	+$54M	63	3.72%	Increased
242	Yacktman Asset Management Austin, Texas	$896M	-$287M	2	11.07%	Reduced
243	CCM Cantillon Capital Management New York	$884M	+$22.6M	3	9.4%	Increased
244	AKRE Capital Management Middleburg, Virginia	$874M	+$112K	2	9.23%	Increased
245	Congress Asset Management Boston, Massachusetts	$871M	-$17.6M	26	11.4%	Reduced
246	State of Michigan Retirement System Lansing, Michigan	$859M	+$80.8M	36	6.9%	Increased
247	Burgundy Asset Management Toronto, Ontario, Canada	$858M	-$66.3M	3	8.83%	Reduced
248	AustralianSuper Melbourne, Australia	$836M	+$168M	6	8.73%	Increased
249	MSL Mackay Shields LLC New York	$823M	+$23.5M	52	5.96%	Increased
250	MN Services Vermogensbeheer The Hague, Netherlands	$821M	+$551K	32	9.5%	Increased