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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
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$373M -$37.8M 5 4.82% Reduced
277
Scharf Investments
Scharf Investments
California
$371M -$147M 3 11.15% Reduced
278
Rockefeller Financial Services
Rockefeller Financial Services
New York
$371M +$26.3M 17 8.12% Increased
279
HAM
HHR Asset Management
New Jersey
$367M +$22.5M 4 13.87% Increased
280
Perkins Investment Management
Perkins Investment Management
Illinois
$363M +$37.8M 9 3.41% Increased
281
Calamos Advisors
Calamos Advisors
Illinois
$362M -$47.5M 15 2.4% Reduced
282
PHS
PFM Health Sciences
California
$362M +$140M 3 8.45% Increased
283
VFA
Virtus Fund Advisers
Connecticut
$358M +$18.9M 36 2.64% Increased
284
TSU
TD Securities (USA)
New York
$353M +$25.1M 15 5.05% Increased
285
RIM
Rainier Investment Management
Washington
$352M +$4.69M 11 6.31% Increased
286
River Road Asset Management
River Road Asset Management
Kentucky
$352M -$27.6M 4 5.02% Reduced
287
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$352M +$27.3M 19 10.5% Increased
288
CLM
ClearBridge LLC (Maryland)
Maryland
$351M +$17.6M 11 6.08% Increased
289
SSM
Sound Shore Management
Connecticut
$351M +$171M 2 5.52% Increased
290
Causeway Capital Management
Causeway Capital Management
California
$351M +$18M 3 10.13% Increased
291
JP
Jana Partners
New York
$350M +$344M 1 3.05% New
292
VM
Valinor Management
New York
$349M +$59.2M 3 8.92% Increased
293
Thomaspartners
Thomaspartners
Massachusetts
$349M +$23.3M 5 6% Increased
294
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$344M -$5.24M 36 4.73% Reduced
295
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$343M +$87.4M 20 1.32% Increased
296
Lyrical Asset Management
Lyrical Asset Management
New York
$343M +$57.3M 3 10.42% Increased
297
Numeric Investors
Numeric Investors
Massachusetts
$343M +$89.6M 24 4.44% Increased
298
Wasatch Advisors
Wasatch Advisors
Utah
$342M -$36M 13 3.55% Reduced
299
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$342M -$133M 8 2.29% Reduced
300
Polar Capital
Polar Capital
United Kingdom
$339M +$27.3M 20 6.61% Increased
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