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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	Tocqueville Asset Management New York	$270M	-$5.36M	34	3.63%	Reduced
327	ZE ZBI Equities New York	$270M	+$243M	3	14.58%	New
328	LCS Levin Capital Strategies New York	$270M	-$57.6M	7	4.34%	Reduced
329	PIMC Praesidium Investment Management Company New York	$269M	-$1.1M	2	21.37%	Reduced
330	CCM Conatus Capital Management Greenwich, Connecticut	$267M	+$29.7M	2	10.05%	Increased
331	CIBC Asset Management Toronto, Ontario, Canada	$267M	-$4.68M	29	1.64%	Reduced
332	Thomaspartners Boston, Massachusetts	$266M	+$94.7M	6	7.32%	Increased
333	TGCM Tukman Grossman Capital Management Larkspur, California	$262M	-$7.49M	2	13.64%	Reduced
334	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$261M	-$4.19M	20	0.9%	Reduced
335	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$260M	-$6.8M	9	5.55%	Reduced
336	Granahan Investment Management Waltham, Massachusetts	$256M	-$2.3M	13	6.59%	Reduced
337	Fjarde Ap-fonden Stockholm, Sweden	$255M	-$13.6M	22	5.32%	Reduced
338	SAM Shell Asset Management The Hague, Netherlands	$254M	-$41.4M	27	4.33%	Reduced
339	FC Fairpointe Capital Chicago, Illinois	$254M	+$102M	3	3.69%	Increased
340	CIBC World Market Toronto, Ontario, Canada	$253M	+$15.2M	11	1.05%	Increased
341	Gulf International Bank (UK) London, United Kingdom	$253M	+$240M	23	5.03%	New
342	GH GAM Holding Zurich, Switzerland	$249M	+$13.2M	25	4.34%	Increased
343	DCM Daruma Capital Management New York	$249M	-$88.5M	5	10.32%	Reduced
344	CIP Champlain Investment Partners Burlington, Vermont	$244M	-$13.5M	6	4.3%	Reduced
345	PHS PFM Health Sciences San Francisco, California	$243M	-$12.9M	3	4.89%	Reduced
346	Scout Investments Kansas City, Missouri	$243M	-$9.69K	7	2.79%	Reduced
347	Edge Asset Management Seattle, Washington	$243M	-$31.2M	10	2.64%	Reduced
348	ArrowMark Colorado Holdings Denver, Colorado	$242M	+$10.1M	14	7.52%	Increased
349	MAMU Marathon Asset Management (UK) London, United Kingdom	$242M	-$122M	4	5.95%	Reduced
350	ARC Absolute Return Capital Boston, Massachusetts	$241M	+$142M	11	2.65%	Increased