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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	Fjarde Ap-fonden Stockholm, Sweden	$246M	-$17.4M	20	5.3%	Reduced
327	DAC Dividend Assets Capital Ridgeland, South Carolina	$246M	+$7.04M	5	9.21%	Increased
328	EA Euclid Advisors Hartford, Connecticut	$245M	+$216M	15	2.48%	Increased
329	Edge Asset Management Seattle, Washington	$244M	-$12.6M	9	2.91%	Reduced
330	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$243M	-$23.6M	11	0.85%	Reduced
331	Virginia Retirement Systems Richmond, Virginia	$243M	-$56.9M	25	5.2%	Reduced
332	PIMC Praesidium Investment Management Company New York	$242M	-$8.84M	2	20.21%	Reduced
333	Raymond James & Associates St Petersburg, Florida	$241M	-$1.76M	32	2.08%	Reduced
334	Nomura Holdings Tokyo, Japan	$240M	+$18.8M	42	1.45%	Increased
335	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$240M	+$71.5M	10	5.09%	Increased
336	Beck Mack & Oliver New York	$239M	+$18.6M	5	6.28%	Increased
337	CIBC Asset Management Toronto, Ontario, Canada	$236M	+$528K	25	1.51%	Increased
338	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$234M	-$5.03M	23	5.06%	Reduced
339	Granahan Investment Management Waltham, Massachusetts	$234M	+$860K	10	6.21%	Increased
340	PHS PFM Health Sciences San Francisco, California	$233M	+$35.9M	3	5.62%	Increased
341	CIP Champlain Investment Partners Burlington, Vermont	$228M	-$81.2M	5	4.34%	Reduced
342	Congress Asset Management Boston, Massachusetts	$226M	-$12.2M	13	6.35%	Reduced
343	HAM HHR Asset Management Berkeley Heights, New Jersey	$225M	+$10.6M	3	9.86%	Increased
344	Chartwell Investment Partners Berywn, Pennsylvania	$225M	-$30.6M	15	5.08%	Reduced
345	PIM Platinum Investment Management Sydney Australia 2000, Australia	$223M	-$222M	1	4.08%	Reduced
346	Capital Fund Management (CFM) Paris, France	$221M	+$89.7M	18	3.05%	Increased
347	Aperio Group Sausalito, California	$219M	+$17.8M	35	4.22%	Increased
348	CIBC World Market Toronto, Ontario, Canada	$219M	-$3.86M	9	0.91%	Reduced
349	Baird Milwaukee, Wisconsin	$219M	+$1.67M	20	4.07%	Increased
350	Placemark Investments Chicago, Illinois	$214M	+$8.98M	43	4.07%	Increased