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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	Fifth Third Bancorp Cincinnati, Ohio	$459M	+$8.63M	52	3.47%	Increased
277	Davis Selected Advisers Tucson, Arizona	$457M	-$16.6M	3	1.97%	Reduced
278	Fort Washington Investment Advisors Cincinnati, Ohio	$455M	+$31.3M	8	7.29%	Increased
279	ProShare Advisors Bethesda, Maryland	$454M	-$16.6M	44	4.75%	Reduced
280	Alyeska Investment Group Chicago, Illinois	$454M	-$34.5M	12	3.69%	Reduced
281	Wellcome Trust London, United Kingdom	$452M	$0	2	8.13%	Maintained
282	I.G. Investment Management Winnipeg, Manitoba, Canada	$445M	+$87.4M	20	2.27%	Increased
283	Envestnet Asset Management Chicago, Illinois	$443M	+$8.34M	75	1.42%	Increased
284	CIBC World Markets New York	$436M	-$380M	19	3.54%	Reduced
285	TPSF Texas Permanent School Fund Austin, Texas	$435M	-$14.9M	45	5.67%	Reduced
286	Arizona State Retirement System Phoenix, Arizona	$435M	-$2.43M	44	6.11%	Reduced
287	PIMC Praesidium Investment Management Company New York	$432M	-$13.1M	5	35.2%	Reduced
288	Congress Asset Management Boston, Massachusetts	$429M	-$22.8M	18	8.2%	Reduced
289	Stephens Investment Management Group Houston, Texas	$427M	+$42M	21	10.53%	Increased
290	SCA Southpoint Capital Advisors New York	$421M	-$18.3M	4	17.85%	Reduced
291	SCM Suvretta Capital Management New York	$418M	+$29.8M	2	13.02%	Increased
292	CRC Cedar Rock Capital London, United Kingdom	$411M	-$17.1M	1	9.83%	Reduced
293	IVA International Value Advisers	$411M	-$2.11M	3	13.08%	Reduced
294	AWM Ashmore Wealth Management Wilmington, Delaware	$409M	+$284K	4	22.08%	Increased
295	MVIP Mar Vista Investment Partners Los Angeles, California	$409M	+$77.7M	5	17.03%	Increased
296	SSM Sound Shore Management Greenwich, Connecticut	$407M	+$39.4M	2	6.75%	Increased
297	Nomura Asset Management Tokyo, Japan	$402M	+$108M	32	5.66%	Increased
298	Numeric Investors Boston, Massachusetts	$399M	-$24.4M	22	3.62%	Reduced
299	CS Cisco Systems San Jose, California	$399M	$0	1	51.63%	Maintained
300	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$398M	+$63.2M	12	6.07%	Increased