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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	IAM Iridian Asset Management Westport, Connecticut	$428M	-$33M	3	3.74%	Reduced
277	TCM Tybourne Capital Management Hong Kong	$423M	+$8.02M	2	21.07%	Increased
278	Granahan Investment Management Waltham, Massachusetts	$422M	-$10.2M	21	13.81%	Reduced
279	M&T Bank Buffalo, New York	$421M	-$7.89M	38	2.68%	Reduced
280	Nisa Investment Advisors St. Louis, Missouri	$415M	+$6.07M	52	5.38%	Increased
281	Marshall Wace London, United Kingdom	$414M	+$112M	36	2.94%	Increased
282	TPSF Texas Permanent School Fund Austin, Texas	$412M	-$15.7M	45	5.52%	Reduced
283	IVA International Value Advisers	$411M	-$87.3M	3	12.13%	Reduced
284	PIMC Praesidium Investment Management Company New York	$410M	-$40.8M	5	34.69%	Reduced
285	Fifth Third Bancorp Cincinnati, Ohio	$409M	+$2.12M	49	3.38%	Increased
286	London Company of Virginia Richmond, Virginia	$405M	+$23.3M	4	3.03%	Increased
287	Natixis Advisors Boston, Massachusetts	$405M	+$9.4M	34	5.24%	Increased
288	DnB Asset Management Oslo, Norway	$403M	+$138M	19	7.94%	Increased
289	KBC Group Brussels, Belgium	$402M	+$47.1M	34	4.75%	Increased
290	GA Geneva Advisors Chicago, Illinois	$402M	+$19.1M	21	7.55%	Increased
291	CIBC World Markets New York	$401M	+$8.81M	13	7.63%	Increased
292	Wellcome Trust London, United Kingdom	$400M	$0	2	8.37%	Maintained
293	Royce & Associates New York	$393M	-$3.04M	27	2.59%	Reduced
294	Arizona State Retirement System Phoenix, Arizona	$393M	-$10.6M	44	5.96%	Reduced
295	FTCM Fir Tree Capital Management New York	$389M	-$59M	2	16.65%	Reduced
296	Congress Asset Management Boston, Massachusetts	$388M	+$14.6M	15	8.56%	Increased
297	Numeric Investors Boston, Massachusetts	$386M	-$86.1M	31	3.64%	Reduced
298	AGF Investments Inc Toronto, Ontario, Canada	$384M	+$10.7M	18	4.3%	Increased
299	Diamond Hill Capital Management Columbus, Ohio	$383M	-$110M	3	2.37%	Reduced
300	Jupiter Investment Management London, United Kingdom	$383M	-$46M	16	6.65%	Reduced