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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	Conestoga Capital Advisors Wayne, Pennsylvania	$667M	+$53.7M	20	17.01%	Increased
277	Arizona State Retirement System Phoenix, Arizona	$662M	+$6.62M	47	6.24%	Increased
278	Melvin Capital Management New York	$662M	-$136M	6	6.96%	Reduced
279	SIG Senator Investment Group New York	$661M	-$102M	3	8.51%	Reduced
280	Commerzbank Aktiengesellschaft Frankfurt, Germany	$658M	+$148M	34	5.7%	Increased
281	CIBC World Market Toronto, Ontario, Canada	$657M	+$135M	31	2.81%	Increased
282	CBT Capital Bank & Trust Irvine, California	$655M	+$58.4M	37	8.16%	Increased
283	Maverick Capital Dallas, Texas	$650M	-$113M	9	8.08%	Reduced
284	Factory Mutual Insurance Waltham, Massachusetts	$650M	+$69.8M	7	6.75%	Increased
285	Diamond Hill Capital Management Columbus, Ohio	$650M	-$118M	3	3.24%	Reduced
286	M&T Bank Buffalo, New York	$650M	+$12.4M	53	3.25%	Increased
287	Nomura Holdings Tokyo, Japan	$648M	-$77.1M	42	2.27%	Reduced
288	Lyrical Asset Management New York	$647M	+$7.17M	2	7.79%	Increased
289	Gulf International Bank (UK) London, United Kingdom	$647M	+$24.4M	31	7.65%	Increased
290	MetLife Investment Management Whippany, New Jersey	$643M	+$23.8M	91	6.58%	Increased
291	ESCM Echo Street Capital Management New York	$642M	+$102M	26	14.24%	Increased
292	Sterling Capital Management Charlotte, North Carolina	$632M	-$49.6M	29	5.7%	Reduced
293	PIMC Praesidium Investment Management Company New York	$631M	+$68.5M	6	43.93%	Increased
294	AC Alleghany Corporation New York	$628M	+$4.88M	2	15.08%	Increased
295	CI Investments Inc Toronto, Ontario, Canada	$628M	-$101M	13	4.7%	Reduced
296	Pzena Investment Management New York	$624M	-$76.4M	4	3.04%	Reduced
297	Comerica Bank Dallas, Texas	$623M	-$99.6M	73	5.02%	Reduced
298	Farallon Capital Management San Francisco, California	$620M	-$61.5M	3	3.66%	Reduced
299	Sachem Head Capital Management New York	$620M	-$300M	3	28.83%	Reduced
300	London Company of Virginia Richmond, Virginia	$618M	-$9.4M	4	4.8%	Reduced