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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	TI Turner Investments Berwyn, Pennsylvania	$357M	-$116M	23	9.47%	Reduced
277	H Hexavest Montreal, Quebec, Canada	$356M	-$7.15M	5	5.56%	Reduced
278	River Road Asset Management Louisville, Kentucky	$355M	+$19M	4	3.84%	Increased
279	Mondrian Investment Partners London, United Kingdom	$354M	-$6.35M	4	5.19%	Reduced
280	PointState Capital New York	$354M	+$297M	3	5.63%	Increased
281	Bahl & Gaynor Cincinnati, Ohio	$353M	-$5.79M	13	5.66%	Reduced
282	AGF Investments Inc Toronto, Ontario, Canada	$352M	-$22.6M	10	3.59%	Reduced
283	KBC Group Brussels, Belgium	$352M	+$44.1M	30	5.56%	Increased
284	MAM Marketfield Asset Management New York	$348M	+$140M	2	2.94%	Increased
285	Employees Provident Fund Board Shah Alam, Malaysia	$346M	-$23.1M	3	11.15%	Reduced
286	Saturna Capital Bellingham, Washington	$345M	-$53.6M	10	9.08%	Reduced
287	Raymond James & Associates St Petersburg, Florida	$342M	+$43.3M	36	2.34%	Increased
288	Soros Fund Management New York	$342M	+$52M	11	3.38%	Increased
289	EA Euclid Advisors Hartford, Connecticut	$341M	+$85.9M	14	2.57%	Increased
290	Frontier Capital Management Boston, Massachusetts	$340M	-$85.3M	8	2.46%	Reduced
291	KI Kalmar Investments Greenville, Delaware	$334M	-$11.9M	10	5.62%	Reduced
292	Nisa Investment Advisors St. Louis, Missouri	$332M	-$3.86M	35	4.72%	Reduced
293	Perkins Investment Management Chicago, Illinois	$332M	-$235M	10	2.55%	Reduced
294	SAM Sentinel Asset Management Montpelier, Vermont	$330M	+$7.44M	13	6.54%	Increased
295	Winton Capital Management London, United Kingdom	$329M	+$96.8M	20	2.27%	Increased
296	CAM Contour Asset Management New York	$328M	+$80.8M	5	16.37%	Increased
297	CI Investments Inc Toronto, Ontario, Canada	$327M	-$298M	10	3.45%	Reduced
298	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$326M	-$8.37M	16	8.92%	Reduced
299	Conestoga Capital Advisors Wayne, Pennsylvania	$323M	+$24.5M	18	20.4%	Increased
300	FC Fairpointe Capital Chicago, Illinois	$321M	+$86.1M	3	4.37%	Increased