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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	Mawer Investment Management Calgary, Alberta, Canada	$474M	+$90.9M	6	5.51%	Increased
252	SIG Senator Investment Group New York	$464M	+$217M	2	6.12%	Increased
253	TCP Tourbillon Capital Partners New York	$459M	+$67.9M	3	9.87%	Increased
254	Chartwell Investment Partners Berywn, Pennsylvania	$458M	+$156M	13	8.64%	Increased
255	CIBC World Markets New York	$456M	+$63.7M	12	10%	Increased
256	AKRE Capital Management Middleburg, Virginia	$455M	-$6.22M	3	9.59%	Reduced
257	BNP Paribas Asset Management Paris, France	$454M	-$3.59M	33	3.84%	Reduced
258	CIP Champlain Investment Partners Burlington, Vermont	$452M	+$64.4M	11	8.19%	Increased
259	CCMH Cornerstone Capital Management Holdings New York	$451M	-$7.48M	32	3.77%	Reduced
260	Arrowstreet Capital Boston, Massachusetts	$447M	-$244M	33	1.89%	Reduced
261	Diamond Hill Capital Management Columbus, Ohio	$445M	-$20.2M	4	2.83%	Reduced
262	Marshall Wace London, United Kingdom	$443M	+$112M	34	4.26%	Increased
263	Vaughan Nelson Investment Management Houston, Texas	$439M	-$64.5M	6	5.54%	Reduced
264	ArrowMark Colorado Holdings Denver, Colorado	$438M	+$111M	22	9.72%	Increased
265	KCM Kensico Capital Management Greenwich, Connecticut	$437M	+$23.9M	2	8.8%	Increased
266	Kayne Anderson Rudnick Investment Management Los Angeles, California	$437M	-$42.6M	18	7.11%	Reduced
267	GGHC Gilder Gagnon Howe & Co New York	$436M	+$26.2M	23	8.57%	Increased
268	Envestnet Asset Management Chicago, Illinois	$433M	+$26.6M	67	1.86%	Increased
269	Comerica Bank Dallas, Texas	$431M	+$6.05M	49	3.85%	Increased
270	JP Morgan Private Wealth Advisors San Francisco, California	$430M	+$66M	34	4.12%	Increased
271	TPSF Texas Permanent School Fund Austin, Texas	$430M	-$7.03M	43	5.43%	Reduced
272	Sustainable Growth Advisers Stamford, Connecticut	$429M	-$78.4M	3	9.43%	Reduced
273	Lyrical Asset Management New York	$423M	+$27.3M	2	9.21%	Increased
274	M&T Bank Buffalo, New York	$421M	-$4.25M	38	2.85%	Reduced
275	ASP Adams Street Partners Chicago, Illinois	$421M	-$1.6M	3	76.76%	Reduced