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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
326	DAC Dividend Assets Capital Ridgeland, South Carolina	$231M	+$231M	5	10.17%	New
327	Acadian Asset Management Boston, Massachusetts	$230M	+$224M	17	1.6%	New
328	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$230M	+$227M	4	3.43%	New
329	Chartwell Investment Partners Berywn, Pennsylvania	$228M	+$223M	14	5.81%	New
330	Orbis Holdings Hamilton, Bermuda	$227M	+$216M	2	1.81%	New
331	PIMC Praesidium Investment Management Company New York	$227M	+$219M	2	21.91%	New
332	Lone Pine Capital Greenwich, Connecticut	$226M	+$221M	1	1.1%	New
333	CIBC Asset Management Toronto, Ontario, Canada	$222M	+$220M	25	1.52%	New
334	KBC Group Brussels, Belgium	$222M	+$224M	27	4.11%	New
335	LCM Lakewood Capital Management New York	$221M	+$226M	4	15.05%	New
336	Fundsmith LLP London, United Kingdom	$219M	+$211M	2	15.37%	New
337	Nomura Asset Management Tokyo, Japan	$219M	+$221M	21	4.33%	New
338	Congress Asset Management Boston, Massachusetts	$218M	+$225M	14	6.47%	New
339	SIG Senator Investment Group New York	$218M	+$205M	1	3.39%	New
340	TCM Tran Capital Management San Rafael, California	$217M	+$222M	4	4.72%	New
341	Tocqueville Asset Management New York	$216M	+$212M	26	2.92%	New
342	Natixis Advisors Boston, Massachusetts	$215M	+$215M	32	4.29%	New
343	WPSC W.P. Stewart & Co New York	$215M	+$216M	4	11.43%	New
344	Beck Mack & Oliver New York	$215M	+$219M	6	5.86%	New
345	MCM Marcato Capital Management San Francisco, California	$212M	+$194M	1	20.24%	New
346	OI Oakbrook Investments Lisle, Illinois	$211M	+$214M	22	6.09%	New
347	FQ First Quadrant Glendale, California	$210M	+$212M	21	5.62%	New
348	Select Equity Group New York	$210M	+$210M	3	2.96%	New
349	AIM Aster Investment Management Larkspur, California	$210M	+$215M	8	7.82%	New
350	Baird Milwaukee, Wisconsin	$209M	+$211M	18	4.16%	New