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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
251	Perkins Investment Management Chicago, Illinois	$354M	+$356M	7	2.4%	New
252	AGF Investments Inc Toronto, Ontario, Canada	$351M	+$364M	13	4.05%	New
253	Employees Provident Fund Board Shah Alam, Malaysia	$350M	+$355M	3	14.06%	New
254	Ruffer LLP London, United Kingdom	$350M	+$350M	2	18.83%	New
255	Arizona State Retirement System Phoenix, Arizona	$349M	+$349M	39	4.76%	New
256	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$347M	+$331M	7	3.33%	New
257	Saturna Capital Bellingham, Washington	$343M	+$352M	10	9.39%	New
258	Sustainable Growth Advisers Stamford, Connecticut	$343M	+$357M	3	8.53%	New
259	Flossbach Von Storch Cologne, Germany	$338M	+$338M	4	10.21%	New
260	SAC Capital Advisors Stamford, Connecticut	$337M	+$341M	43	1.85%	New
261	Fifth Third Bancorp Cincinnati, Ohio	$337M	+$343M	41	3.59%	New
262	CCI Columbus Circle Investors	$334M	+$320M	8	2.68%	New
263	Bahl & Gaynor Cincinnati, Ohio	$331M	+$328M	12	6.25%	New
264	Robeco Institutional Asset Management Rotterdam, Netherlands	$326M	+$331M	18	3.3%	New
265	River Road Asset Management Louisville, Kentucky	$324M	+$320M	5	4.03%	New
266	MAMU Marathon Asset Management (UK) London, United Kingdom	$322M	+$320M	4	7.66%	New
267	Letko, Brosseau & Associates Montreal, Quebec, Canada	$320M	+$323M	2	3%	New
268	TAM Tiverton Asset Management Wilimington, Delaware	$318M	+$309M	6	8.26%	New
269	Sit Investment Associates Minneapolis, Minnesota	$316M	+$321M	15	6.4%	New
270	Los Angeles Capital Management Los Angeles, California	$315M	+$319M	27	4.45%	New
271	RS Investment Management San Francisco, California	$313M	+$297M	12	2.27%	New
272	SAM Sentinel Asset Management Montpelier, Vermont	$312M	+$312M	15	6.72%	New
273	Nisa Investment Advisors St. Louis, Missouri	$307M	+$311M	36	4.76%	New
274	NG NatWest Group Edinburgh, Scotland, United Kingdom	$307M	+$312M	18	4.36%	New
275	Millennium Management New York	$307M	+$311M	48	0.94%	New