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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	$435M	+$2.79M	56	5.28%	Increased
277	Columbia Wanger Asset Management Chicago, Illinois	$433M	+$12.3M	15	6.08%	Increased
278	Davis Selected Advisers Tucson, Arizona	$431M	-$29.6M	3	1.89%	Reduced
279	PIMC Praesidium Investment Management Company New York	$431M	-$2.19M	5	34.91%	Reduced
280	CRC Cedar Rock Capital London, United Kingdom	$430M	-$5.76M	1	10.87%	Reduced
281	Alyeska Investment Group Chicago, Illinois	$422M	+$220M	15	3.49%	Increased
282	Fifth Third Bancorp Cincinnati, Ohio	$418M	-$14.5M	51	3.37%	Reduced
283	Congress Asset Management Boston, Massachusetts	$415M	+$20.6M	17	8.7%	Increased
284	TPSF Texas Permanent School Fund Austin, Texas	$413M	-$13.1M	46	5.5%	Reduced
285	GGHC Gilder Gagnon Howe & Co New York	$413M	-$118M	23	8.15%	Reduced
286	SG Americas Securities New York	$413M	+$253M	60	3.47%	Increased
287	Natixis Paris, France	$412M	+$252M	28	4.24%	Increased
288	Maverick Capital Dallas, Texas	$408M	+$289M	7	5.31%	Increased
289	SIG Senator Investment Group New York	$407M	-$50.9M	1	6.17%	Reduced
290	TCM Tybourne Capital Management Hong Kong	$406M	+$64.6M	2	19.71%	Increased
291	Arizona State Retirement System Phoenix, Arizona	$403M	-$5.88M	46	5.93%	Reduced
292	Calamos Advisors Naperville, Illinois	$401M	-$120M	14	3.19%	Reduced
293	Wasatch Advisors Salt Lake City, Utah	$399M	+$1.26M	17	6.03%	Increased
294	Envestnet Asset Management Chicago, Illinois	$398M	+$14M	76	1.44%	Increased
295	Sculptor Capital New York	$397M	-$507M	5	2.77%	Reduced
296	CCM Cantillon Capital Management New York	$395M	+$65.9M	2	5.53%	Increased
297	Nomura Holdings Tokyo, Japan	$394M	+$88.1M	30	1%	Increased
298	Suntrust Banks Atlanta, Georgia	$390M	-$3.31M	47	2.34%	Reduced
299	Point72 Asset Management Stamford, Connecticut	$386M	+$171M	16	2.7%	Increased
300	Balyasny Asset Management Chicago, Illinois	$385M	-$81.5M	39	2.07%	Reduced