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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	KCM Kensico Capital Management Greenwich, Connecticut	$413M	+$3.53M	1	8.51%	Increased
277	SCM Steadfast Capital Management New York	$412M	+$151M	4	7.87%	Increased
278	M&T Bank Buffalo, New York	$408M	-$9.17M	40	2.71%	Reduced
279	Thomaspartners Boston, Massachusetts	$406M	+$10.8M	3	6.24%	Increased
280	Winton Group London, United Kingdom	$403M	-$127M	13	3.58%	Reduced
281	Congress Asset Management Boston, Massachusetts	$398M	-$5.81M	14	9.88%	Reduced
282	Royce & Associates New York	$397M	-$41.9M	24	2.37%	Reduced
283	Arizona State Retirement System Phoenix, Arizona	$396M	-$11.6M	43	5.28%	Reduced
284	Envestnet Asset Management Chicago, Illinois	$396M	+$1.8M	66	1.8%	Increased
285	Kornitzer Capital Management Shawnee Mission, Kansas	$396M	-$14.7M	24	6.48%	Reduced
286	Los Angeles Capital Management Los Angeles, California	$394M	+$80.4M	32	3.61%	Increased
287	Ruffer LLP London, United Kingdom	$394M	-$46.9M	5	17.27%	Reduced
288	MG Meritage Group San Francisco, California	$389M	-$179M	3	9.74%	Reduced
289	London Company of Virginia Richmond, Virginia	$389M	+$26.5M	4	3.36%	Increased
290	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$388M	-$10.7M	32	3.15%	Reduced
291	Comerica Bank Dallas, Texas	$387M	-$2.15M	50	3.79%	Reduced
292	Royal London Asset Management United Kingdom	$385M	+$15.7M	22	5.94%	Increased
293	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$384M	+$4.22M	22	9.51%	Increased
294	Rockefeller Financial Services New York	$380M	-$3.63M	20	7.39%	Reduced
295	CIBC World Markets New York	$375M	+$243M	13	7.65%	Increased
296	TCP Tourbillon Capital Partners New York	$374M	+$202M	4	8.37%	Increased
297	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$374M	-$38.8M	11	7.15%	Reduced
298	Fifth Third Bancorp Cincinnati, Ohio	$372M	+$3.12M	59	3.27%	Increased
299	NCGI Next Century Growth Investors Plymouth, Minnesota	$372M	-$3.73M	21	16.07%	Reduced
300	SCA Southpoint Capital Advisors New York	$372M	-$89M	4	17.28%	Reduced