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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	Conestoga Capital Advisors Wayne, Pennsylvania	$276M	-$1.72M	18	23.68%	Reduced
302	KBC Group Brussels, Belgium	$276M	+$47.5M	29	4.44%	Increased
303	MCM Mason Capital Management New York	$274M	-$110M	1	5.18%	Reduced
304	SAM Shell Asset Management The Hague, Netherlands	$273M	-$5.65M	25	5.01%	Reduced
305	Mondrian Investment Partners London, United Kingdom	$273M	+$87.3M	3	4.02%	Increased
306	GA Geneva Advisors Chicago, Illinois	$273M	+$26.3M	16	5.66%	Increased
307	SC Stralem & Co New York	$272M	-$10.5M	4	8.29%	Reduced
308	Boston Trust Walden Boston, Massachusetts	$271M	-$3.56M	13	4.15%	Reduced
309	Employees Retirement System of Texas Austin, Texas	$271M	-$23.4M	23	3.35%	Reduced
310	Fiera Capital (Canada) Montreal, Quebec, Canada	$268M	+$3.81M	10	2.76%	Increased
311	Welch & Forbes Boston, Massachusetts	$267M	-$488K	10	9%	Reduced
312	FI Focused Investors Los Angeles, California	$267M	+$22.2M	2	11.47%	Increased
313	Farallon Capital Management San Francisco, California	$264M	+$163M	2	5.41%	Increased
314	OP Oldfield Partners London, United Kingdom	$263M	+$26.8M	1	13.47%	Increased
315	Rockefeller Financial Services New York	$262M	-$19.4M	13	6.1%	Reduced
316	Analytic Investors Los Angeles, California	$262M	+$74.6M	14	4.21%	Increased
317	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$261M	-$19.4M	6	7.92%	Reduced
318	Factory Mutual Insurance Waltham, Massachusetts	$258M	-$610K	6	4.1%	Reduced
319	TGCM Tukman Grossman Capital Management Larkspur, California	$256M	-$31.7M	3	14.04%	Reduced
320	TSU TD Securities (USA) New York	$255M	-$419K	14	4.85%	Reduced
321	MCM Marcato Capital Management San Francisco, California	$254M	$0	1	16.35%	Maintained
322	Natixis Advisors Boston, Massachusetts	$250M	+$15.3M	35	4.61%	Increased
323	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$248M	-$13.9M	8	5.11%	Reduced
324	Tocqueville Asset Management New York	$248M	+$28.7M	29	3.09%	Increased
325	Polar Capital London, United Kingdom	$248M	-$10.4M	18	6.63%	Reduced