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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	Chartwell Investment Partners Berywn, Pennsylvania	$274M	-$37.5M	15	5.72%	Reduced
327	HAM HHR Asset Management Berkeley Heights, New Jersey	$272M	+$57.4M	3	10.75%	Increased
328	SA SQ Advisors Naples, Florida	$272M	+$10.8M	1	11.08%	Increased
329	OP Oldfield Partners London, United Kingdom	$272M	+$2.7M	1	11.48%	Increased
330	Gulf International Bank (UK) London, United Kingdom	$266M	-$2.52M	23	4.9%	Reduced
331	Fjarde Ap-fonden Stockholm, Sweden	$263M	-$18M	22	5.23%	Reduced
332	Tocqueville Asset Management New York	$263M	-$13.8M	40	2.56%	Reduced
333	SAM Shell Asset Management The Hague, Netherlands	$260M	-$2.76M	27	4%	Reduced
334	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$257M	-$5.82M	22	0.84%	Reduced
335	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$257M	-$726K	14	2.8%	Reduced
336	GGHC Gilder Gagnon Howe & Co New York	$257M	-$95.1M	14	3.4%	Reduced
337	IRF IBM Retirement Fund Armonk, New York	$255M	-$1.78M	33	4.89%	Reduced
338	CI Global Investments Oakland, California	$254M	+$13M	7	6.47%	Increased
339	Baird Milwaukee, Wisconsin	$254M	-$37.3M	21	3.56%	Reduced
340	Factory Mutual Insurance Waltham, Massachusetts	$254M	+$3.41M	7	3.47%	Increased
341	GH GAM Holding Zurich, Switzerland	$253M	+$23.5M	30	3.84%	Increased
342	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$252M	-$43.2M	8	6.16%	Reduced
343	Findlay Park Partners London, United Kingdom	$250M	-$40.1M	3	2.6%	Reduced
344	TGCM Tukman Grossman Capital Management Larkspur, California	$250M	-$2.07M	2	12.11%	Reduced
345	Nicholas Company Milwaukee, Wisconsin	$248M	+$5.19M	13	5.89%	Increased
346	CRX Charles River XIII Cambridge, Massachusetts	$248M	+$239M	1	100%	New
347	CCM Cadian Capital Management New York	$247M	-$205M	6	7.37%	Reduced
348	CIBC World Market Toronto, Ontario, Canada	$246M	-$862K	11	0.86%	Reduced
349	PCM Pennant Capital Management Summit, New Jersey	$244M	+$26.5M	2	4.38%	Increased
350	Virginia Retirement Systems Richmond, Virginia	$243M	-$11.4M	20	4.21%	Reduced