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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	Acadian Asset Management Boston, Massachusetts	$431M	+$46.7M	28	1.92%	Increased
252	EARNEST Partners Atlanta, Georgia	$430M	+$7.52M	11	3.53%	Increased
253	KBC Group Brussels, Belgium	$430M	+$342M	34	5.12%	Increased
254	CC Carlson Capital Dallas, Texas	$429M	+$152M	12	4.22%	Increased
255	TPSF Texas Permanent School Fund Austin, Texas	$429M	-$5.43M	42	4.71%	Reduced
256	Maverick Capital Dallas, Texas	$429M	-$50.3M	5	6.72%	Reduced
257	Gotham Asset Management New York	$427M	+$69.6M	32	3.46%	Increased
258	Sustainable Growth Advisers Stamford, Connecticut	$425M	+$7.49M	3	9.6%	Increased
259	Bahl & Gaynor Cincinnati, Ohio	$425M	+$2.32M	14	5.94%	Increased
260	Flossbach Von Storch Cologne, Germany	$420M	+$2.62M	4	9.86%	Increased
261	Manning & Napier Advisors Fairport, New York	$417M	-$16.4M	14	1.84%	Reduced
262	CCMH Cornerstone Capital Management Holdings New York	$415M	+$60M	27	4.26%	Increased
263	TAM Tiverton Asset Management Wilimington, Delaware	$415M	-$33.2M	11	8.63%	Reduced
264	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$415M	+$138M	24	1.64%	Increased
265	C WorldWide Group Copenhagen, Denmark	$414M	-$28.8M	1	6.1%	Reduced
266	Arizona State Retirement System Phoenix, Arizona	$414M	+$17.4M	44	4.88%	Increased
267	M&T Bank Buffalo, New York	$413M	-$8.68M	41	2.58%	Reduced
268	H Hexavest Montreal, Quebec, Canada	$408M	+$3.29M	5	6.1%	Increased
269	Kornitzer Capital Management Shawnee Mission, Kansas	$397M	-$41.7M	21	4.64%	Reduced
270	Fifth Third Bancorp Cincinnati, Ohio	$387M	+$1.42M	43	3.31%	Increased
271	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$387M	-$4.85M	17	9.9%	Reduced
272	Analytic Investors Los Angeles, California	$383M	+$102M	19	5.45%	Increased
273	Aperio Group Sausalito, California	$380M	+$3.48M	49	4.68%	Increased
274	NIMC NWQ Investment Management Company Los Angeles, California	$377M	-$55.9M	2	4.52%	Reduced
275	Baird Milwaukee, Wisconsin	$376M	+$95.4M	28	4.01%	Increased