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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	USS Investment Management London, United Kingdom	$297M	-$98.2M	3	5.69%	Reduced
302	FI Focused Investors Los Angeles, California	$296M	+$10.3M	2	11.63%	Increased
303	Employees Retirement System of Texas Austin, Texas	$293M	+$23.6K	22	3.78%	Increased
304	Polar Capital London, United Kingdom	$292M	+$18.3M	15	6.95%	Increased
305	Soros Fund Management New York	$292M	-$252M	10	2.48%	Reduced
306	WestEnd Advisors Charlotte, North Carolina	$291M	-$206M	2	10.51%	Reduced
307	Raymond James & Associates St Petersburg, Florida	$289M	+$22.2M	32	2.17%	Increased
308	TSU TD Securities (USA) New York	$289M	+$9.82M	14	4.87%	Increased
309	Natixis Advisors Boston, Massachusetts	$288M	+$8.74M	36	4.71%	Increased
310	KBC Group Brussels, Belgium	$286M	-$16.3M	32	4.33%	Reduced
311	EC Eminence Capital New York	$285M	+$176M	1	5.06%	Increased
312	Arrowstreet Capital Boston, Massachusetts	$285M	+$141M	43	1.54%	Increased
313	CCM Cornerstone Capital Management Edina, Minnesota	$283M	+$67M	2	8.42%	Increased
314	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$279M	+$27.5M	10	5.34%	Increased
315	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$279M	-$124M	16	2.29%	Reduced
316	Virginia Retirement Systems Richmond, Virginia	$277M	+$12.7M	25	5.53%	Increased
317	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$276M	-$22.1M	6	7.53%	Reduced
318	MCM Marcato Capital Management San Francisco, California	$275M	+$60.4M	1	12.24%	Increased
319	SC Stralem & Co New York	$275M	-$20.3M	4	8.25%	Reduced
320	Chartwell Investment Partners Berywn, Pennsylvania	$274M	+$20.9M	15	5.61%	Increased
321	Boston Trust Walden Boston, Massachusetts	$273M	-$17M	12	3.98%	Reduced
322	Welch & Forbes Boston, Massachusetts	$273M	-$4.89M	10	8.63%	Reduced
323	Factory Mutual Insurance Waltham, Massachusetts	$272M	-$5.43M	6	4%	Reduced
324	Aperio Group Sausalito, California	$271M	-$228M	0	–	Closed
325	DAC Dividend Assets Capital Ridgeland, South Carolina	$271M	+$13.4M	6	8.82%	Increased