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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
301	Boston Trust Walden Boston, Massachusetts	$265M	+$266M	14	4.28%	New
302	Brandywine Global Investment Management Philadelphia, Pennsylvania	$263M	+$259M	9	2.7%	New
303	Jacobs Levy Equity Management Florham Park, New Jersey	$263M	+$262M	23	4.64%	New
304	Factory Mutual Insurance Waltham, Massachusetts	$262M	+$268M	5	4.3%	New
305	EdgePoint Investment Group Toronto, Ontario, Canada	$261M	+$250M	3	8.68%	New
306	Wasatch Advisors Salt Lake City, Utah	$261M	+$257M	13	2.86%	New
307	Regions Financial Corp Birmingham, Alabama	$258M	+$262M	24	3.52%	New
308	Fjarde Ap-fonden Stockholm, Sweden	$257M	+$260M	20	5.35%	New
309	Scharf Investments Los Gatos, California	$256M	+$250M	4	13.9%	New
310	CC Carlson Capital Dallas, Texas	$255M	+$260M	8	3.06%	New
311	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$254M	+$256M	12	0.96%	New
312	FI Focused Investors Los Angeles, California	$254M	+$254M	2	11.03%	New
313	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$253M	+$252M	8	4.54%	New
314	Edge Asset Management Seattle, Washington	$252M	+$248M	8	3.17%	New
315	Welch & Forbes Boston, Massachusetts	$250M	+$257M	9	8.95%	New
316	TSU TD Securities (USA) New York	$250M	+$254M	14	4.98%	New
317	Fiera Capital (Canada) Montreal, Quebec, Canada	$247M	+$251M	10	2.66%	New
318	Carlyle Group Washington, District of Columbia	$246M	+$232M	1	2.23%	New
319	OP Oldfield Partners London, United Kingdom	$243M	+$231M	1	15.74%	New
320	F&C Asset Management Edinburgh, Scotland, United Kingdom	$243M	+$238M	20	3.33%	New
321	VVP Vulcan Value Partners Birmingham, Alabama	$241M	+$243M	5	10.57%	New
322	Polar Capital London, United Kingdom	$240M	+$240M	16	8.36%	New
323	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$234M	+$237M	21	5.17%	New
324	Raymond James & Associates St Petersburg, Florida	$233M	+$233M	27	2.2%	New
325	Conestoga Capital Advisors Wayne, Pennsylvania	$231M	+$216M	18	23.83%	New