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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	Stifel Financial St. Louis, Missouri	$406M	-$6.95M	44	3.64%	Reduced
252	EARNEST Partners Atlanta, Georgia	$401M	-$9.39M	9	3.19%	Reduced
253	GE General Electric Evendale, Ohio	$399M	-$30.9M	6	1.82%	Reduced
254	SEI Trust Company Oaks, Pennsylvania	$395M	+$19.1M	45	3.81%	Increased
255	Mondrian Investment Partners London, United Kingdom	$386M	+$40M	4	5.42%	Increased
256	MCM Marcato Capital Management San Francisco, California	$381M	+$18.1M	1	20.1%	Increased
257	Viking Global Investors Stamford, Connecticut	$380M	-$370M	3	1.66%	Reduced
258	Mawer Investment Management Calgary, Alberta, Canada	$380M	-$31.5M	4	5.04%	Reduced
259	SIG Senator Investment Group New York	$378M	-$17.3M	1	3.97%	Reduced
260	Raymond James & Associates St Petersburg, Florida	$376M	+$29.8M	40	2.32%	Increased
261	Two Sigma Investments New York	$376M	+$123M	36	1.69%	Increased
262	MAM Marketfield Asset Management New York	$373M	+$74.3M	2	2.96%	Increased
263	RIM Rainier Investment Management Seattle, Washington	$372M	-$58.1M	10	5.75%	Reduced
264	Arizona State Retirement System Phoenix, Arizona	$369M	+$1.34M	42	4.46%	Increased
265	H Hexavest Montreal, Quebec, Canada	$364M	+$7.72M	5	5.45%	Increased
266	HCM Herndon Capital Management Atlanta, Georgia	$362M	-$14.6M	3	4.54%	Reduced
267	Fifth Third Bancorp Cincinnati, Ohio	$362M	-$2.74M	42	3.28%	Reduced
268	EdgePoint Investment Group Toronto, Ontario, Canada	$361M	-$13.3M	2	8.37%	Reduced
269	ProShare Advisors Bethesda, Maryland	$357M	-$26.2M	59	4.63%	Reduced
270	AGF Investments Inc Toronto, Ontario, Canada	$356M	+$14.2M	9	3.49%	Increased
271	NCGI Next Century Growth Investors Plymouth, Minnesota	$356M	-$54.3M	17	11.4%	Reduced
272	Orbis Holdings Hamilton, Bermuda	$352M	+$47.3M	1	2.9%	Increased
273	CIP Champlain Investment Partners Burlington, Vermont	$351M	+$123M	8	5.75%	Increased
274	HCM Hoplite Capital Management New York	$351M	+$813K	3	9.04%	Increased
275	Victory Capital Management San Antonio, Texas	$350M	+$70.6M	9	2.37%	Increased