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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	SEI Trust Company Oaks, Pennsylvania	$405M	+$9.43M	43	3.92%	Increased
252	ProShare Advisors Bethesda, Maryland	$402M	+$24.8M	57	5.33%	Increased
253	Calamos Advisors Naperville, Illinois	$402M	-$44.2M	15	2.68%	Reduced
254	Stifel Financial St. Louis, Missouri	$402M	-$17M	46	3.53%	Reduced
255	EC Eminence Capital New York	$401M	-$72.6M	2	5.87%	Reduced
256	CIP Champlain Investment Partners Burlington, Vermont	$399M	+$39.2M	7	6.93%	Increased
257	Sustainable Growth Advisers Stamford, Connecticut	$399M	-$8.18M	7	8.97%	Reduced
258	NIMC NWQ Investment Management Company Los Angeles, California	$397M	-$80.2M	2	4.36%	Reduced
259	EARNEST Partners Atlanta, Georgia	$393M	-$21.7M	9	3.28%	Reduced
260	H Hexavest Montreal, Quebec, Canada	$391M	+$8.43M	5	5.96%	Increased
261	Arizona State Retirement System Phoenix, Arizona	$387M	+$412K	42	4.8%	Increased
262	Aristeia Capital Greenwich, Connecticut	$387M	+$389M	2	13.29%	Increased
263	Mondrian Investment Partners London, United Kingdom	$382M	-$20.1M	4	5.31%	Reduced
264	Fifth Third Bancorp Cincinnati, Ohio	$377M	-$121K	43	3.44%	Reduced
265	GTP Global Thematic Partners New York	$375M	-$65.3M	4	5.66%	Reduced
266	River Road Asset Management Louisville, Kentucky	$374M	+$54.2M	4	5.23%	Increased
267	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$368M	+$14.2M	16	9.94%	Increased
268	Aperio Group Sausalito, California	$367M	+$34.6M	44	4.96%	Increased
269	MCM Marcato Capital Management San Francisco, California	$363M	$0	1	12.86%	Maintained
270	Acadian Asset Management Boston, Massachusetts	$361M	+$55.4M	23	1.74%	Increased
271	Winton Group London, United Kingdom	$361M	+$9.85M	22	2.58%	Increased
272	Mawer Investment Management Calgary, Alberta, Canada	$359M	-$18.4M	4	4.81%	Reduced
273	Soros Fund Management New York	$358M	-$80.1M	10	2.67%	Reduced
274	Two Sigma Advisers New York	$352M	+$128M	36	2.65%	Increased
275	CCMH Cornerstone Capital Management Holdings New York	$349M	+$3.7M	25	3.78%	Increased