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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
276	Riverbridge Partners Minneapolis, Minnesota	$306M	+$295M	10	7.62%	New
277	Brandes Investment Partners La Jolla, California	$304M	+$289M	2	3.8%	New
278	HCM Herndon Capital Management Atlanta, Georgia	$301M	+$301M	6	4.49%	New
279	DCM Daruma Capital Management New York	$296M	+$276M	6	14.44%	New
280	USS Investment Management London, United Kingdom	$295M	+$299M	4	6.3%	New
281	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$294M	+$290M	16	9.2%	New
282	CCM Conatus Capital Management Greenwich, Connecticut	$293M	+$289M	4	12.26%	New
283	H Hexavest Montreal, Quebec, Canada	$292M	+$296M	6	4.96%	New
284	KI Kalmar Investments Greenville, Delaware	$291M	+$283M	9	5.73%	New
285	Virginia Retirement Systems Richmond, Virginia	$291M	+$293M	28	5.47%	New
286	TGCM Tukman Grossman Capital Management Larkspur, California	$288M	+$295M	3	14.8%	New
287	Vaughan Nelson Investment Management Houston, Texas	$288M	+$278M	7	5.45%	New
288	Beutel, Goodman & Co Toronto, Ontario, Canada	$288M	+$323M	2	4.33%	New
289	CIP Champlain Investment Partners Burlington, Vermont	$287M	+$283M	9	5.81%	New
290	WBC Westpac Banking Corp Sydney, Australia	$286M	+$339M	29	4.36%	New
291	Employees Retirement System of Texas Austin, Texas	$283M	+$287M	23	3.37%	New
292	SC Stralem & Co New York	$283M	+$291M	4	8.56%	New
293	SEI Trust Company Oaks, Pennsylvania	$281M	+$290M	38	3.44%	New
294	GH Gruner Harry	$279M	+$264M	1	100%	New
295	GH GAM Holding Zurich, Switzerland	$279M	+$282M	25	6.11%	New
296	Bank of Nova Scotia Toronto, Ontario, Canada	$274M	+$281M	9	1.39%	New
297	Rockefeller Financial Services New York	$273M	+$273M	13	6.55%	New
298	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$272M	+$262M	5	9.09%	New
299	SAM Shell Asset Management The Hague, Netherlands	$270M	+$273M	27	5.15%	New
300	ProShare Advisors Bethesda, Maryland	$266M	+$267M	52	5.22%	New