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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	Lyrical Asset Management New York	$417M	+$1.38M	2	8.7%	Increased
277	DSM Capital Partners Palm Beach Gardens, Florida	$413M	+$154M	2	7.11%	Increased
278	Martingale Asset Management Boston, Massachusetts	$412M	+$62.1M	24	6.82%	Increased
279	M&T Bank Buffalo, New York	$409M	-$7.17M	37	2.75%	Reduced
280	ProShare Advisors Bethesda, Maryland	$404M	+$3.52M	41	5.21%	Increased
281	TPSF Texas Permanent School Fund Austin, Texas	$401M	-$25.9M	43	5.33%	Reduced
282	IAM Iridian Asset Management Westport, Connecticut	$393M	+$284M	3	3.64%	Increased
283	TCM Tybourne Capital Management Hong Kong	$393M	+$92.6M	2	20.4%	Increased
284	Jupiter Investment Management London, United Kingdom	$393M	+$91.1M	13	7.35%	Increased
285	Ruffer LLP London, United Kingdom	$389M	+$5.66M	4	17.62%	Increased
286	Nisa Investment Advisors St. Louis, Missouri	$385M	+$17.2M	50	5.18%	Increased
287	Fifth Third Bancorp Cincinnati, Ohio	$385M	-$3.54M	47	3.27%	Reduced
288	CRC Cedar Rock Capital London, United Kingdom	$384M	$0	1	9.15%	Maintained
289	Arizona State Retirement System Phoenix, Arizona	$380M	-$32.3M	43	5.33%	Reduced
290	HCM Holland Capital Management Chicago, Illinois	$379M	-$150M	9	14.66%	Reduced
291	Granahan Investment Management Waltham, Massachusetts	$378M	+$33.4M	19	13.78%	Increased
292	DekaBank Deutsche Girozentrale Frankfurt, Germany	$377M	+$6.62M	31	4.29%	Increased
293	CIBC World Markets New York	$376M	-$101M	12	9.74%	Reduced
294	GA Geneva Advisors Chicago, Illinois	$375M	+$4.48M	20	7.4%	Increased
295	Royal London Asset Management United Kingdom	$373M	+$132M	23	6.09%	Increased
296	Rockefeller Financial Services New York	$373M	-$5.02M	18	7.45%	Reduced
297	Royce & Associates New York	$372M	-$32.6M	24	2.46%	Reduced
298	Kornitzer Capital Management Shawnee Mission, Kansas	$370M	-$42.7M	25	6.7%	Reduced
299	Natixis Advisors Boston, Massachusetts	$368M	+$16.8M	33	5.08%	Increased
300	London Company of Virginia Richmond, Virginia	$367M	-$29.5M	4	2.83%	Reduced