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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	$1.27B	+$16.4M	90	6.27%	Increased
277	SG Americas Securities New York	$1.27B	+$225M	105	6.77%	Increased
278	Geneva Capital Management Milwaukee, Wisconsin	$1.27B	-$65.4M	24	21.43%	Reduced
279	Frontier Capital Management Boston, Massachusetts	$1.25B	-$210M	27	9.28%	Reduced
280	Third Point New York	$1.25B	-$157M	5	9.65%	Reduced
281	KeyBank National Association Cleveland, Ohio	$1.25B	+$7.15M	40	6.11%	Increased
282	Marshall Wace North America New York	$1.23B	-$278M	67	5.53%	Reduced
283	TCM Tybourne Capital Management Hong Kong	$1.22B	+$496M	7	25.41%	Increased
284	Burgundy Asset Management Toronto, Ontario, Canada	$1.2B	-$32.9M	6	13.2%	Reduced
285	Hotchkis & Wiley Capital Management Los Angeles, California	$1.19B	-$29M	4	4.16%	Reduced
286	Stephens Investment Management Group Houston, Texas	$1.19B	-$38.8M	29	17.66%	Reduced
287	Rathbones Group Liverpool, United Kingdom	$1.18B	+$94.2M	25	16.76%	Increased
288	Osaic Holdings Scottsdale, Arizona	$1.18B	+$1.02M	148	3.14%	Increased
289	A Accenture Dublin, Ireland	$1.17B	+$1.15B	2	100%	New
290	Wellcome Trust London, United Kingdom	$1.17B	$0	4	11.96%	Maintained
291	SI SQN Investors Menlo Park, California	$1.16B	-$62.6M	12	62.27%	Reduced
292	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.15B	+$67.6M	46	9.14%	Increased
293	PGGM Investments Zeist, Netherlands	$1.15B	-$104M	22	5.33%	Reduced
294	Commonwealth Equity Services Waltham, Massachusetts	$1.15B	+$38.1M	85	3.46%	Increased
295	London Company of Virginia Richmond, Virginia	$1.15B	+$35.1M	6	7.2%	Increased
296	Rockefeller Capital Management New York	$1.15B	+$59.5M	99	8.71%	Increased
297	Comerica Bank Dallas, Texas	$1.15B	-$14M	101	7.27%	Reduced
298	Capital International Inc Los Angeles, California	$1.14B	+$79.4M	22	10.59%	Increased
299	Carmignac Gestion Paris, France	$1.14B	+$71.2M	14	11.91%	Increased
300	Fort Washington Investment Advisors Cincinnati, Ohio	$1.13B	-$116M	20	11.98%	Reduced