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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	Nisa Investment Advisors St. Louis, Missouri	$344M	+$2.66M	38	4.82%	Increased
277	Gotham Asset Management New York	$344M	+$17.5M	30	3.42%	Increased
278	Wasatch Advisors Salt Lake City, Utah	$342M	+$4.38M	12	3.58%	Increased
279	Sit Investment Associates Minneapolis, Minnesota	$341M	+$145K	15	5.95%	Increased
280	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$340M	+$17.4M	15	2.73%	Increased
281	FI Focused Investors Los Angeles, California	$336M	-$2.11M	2	12.38%	Reduced
282	EdgePoint Investment Group Toronto, Ontario, Canada	$336M	-$42.2M	2	8.51%	Reduced
283	RIM Rainier Investment Management Seattle, Washington	$335M	-$36.6M	11	5.58%	Reduced
284	Third Point New York	$334M	-$152M	2	3.83%	Reduced
285	DL Delta Lloyd Amsterdam, Netherlands	$331M	-$20.3M	26	3%	Reduced
286	HAM HHR Asset Management Berkeley Heights, New Jersey	$328M	+$54.3M	3	12.84%	Increased
287	AGF Investments Inc Toronto, Ontario, Canada	$324M	-$29.7M	10	3.37%	Reduced
288	Thomaspartners Boston, Massachusetts	$324M	+$19.7M	6	6.31%	Increased
289	Rockefeller Financial Services New York	$323M	+$32.1M	14	7.2%	Increased
290	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$322M	-$5.87M	12	5.98%	Reduced
291	Regions Financial Corp Birmingham, Alabama	$321M	-$9.63M	30	4.01%	Reduced
292	TSU TD Securities (USA) New York	$321M	+$7.65M	15	5.18%	Increased
293	DekaBank Deutsche Girozentrale Frankfurt, Germany	$319M	+$25.6M	29	4.32%	Increased
294	Frontier Capital Management Boston, Massachusetts	$319M	-$12.2M	7	2.57%	Reduced
295	EA Euclid Advisors Hartford, Connecticut	$318M	+$26.6M	15	2.29%	Increased
296	Saturna Capital Bellingham, Washington	$316M	-$3.07M	11	8.45%	Reduced
297	Corvex Management New York	$315M	+$29.5M	2	3.8%	Increased
298	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$313M	-$4.94M	46	3.71%	Reduced
299	Employees Provident Fund Board Shah Alam, Malaysia	$312M	-$15.6M	4	9.82%	Reduced
300	Beck Mack & Oliver New York	$309M	-$4.64M	6	7.26%	Reduced