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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	Ruane, Cunniff & Goldfarb New York	$310M	-$6.59M	6	1.48%	Reduced
327	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$310M	-$48.2M	12	2.82%	Reduced
328	CAM Contour Asset Management New York	$310M	+$38.6M	4	15.2%	Increased
329	DAC Dividend Assets Capital Ridgeland, South Carolina	$305M	+$8.1M	5	6.72%	Increased
330	WP Wedgewood Partners St Louis, Missouri	$304M	-$1.16M	1	4.07%	Reduced
331	JP Morgan Private Wealth Advisors San Francisco, California	$302M	+$2.86M	33	3.46%	Increased
332	Conestoga Capital Advisors Wayne, Pennsylvania	$301M	-$19.1M	16	20.88%	Reduced
333	HCM Herndon Capital Management Atlanta, Georgia	$300M	-$30.1M	5	4.98%	Reduced
334	Mondrian Investment Partners London, United Kingdom	$300M	-$8.49M	4	5.08%	Reduced
335	AGF Investments Inc Toronto, Ontario, Canada	$296M	+$57.9M	15	3.2%	Increased
336	Analytic Investors Los Angeles, California	$294M	-$59.6M	19	4.13%	Reduced
337	Los Angeles Capital Management Los Angeles, California	$291M	+$33.8M	29	2.71%	Increased
338	Employees Retirement System of Texas Austin, Texas	$286M	+$12.8M	26	3.76%	Increased
339	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$285M	+$65.2M	2	12.7%	Increased
340	Suntrust Banks Atlanta, Georgia	$284M	-$6.24M	31	1.83%	Reduced
341	Findlay Park Partners London, United Kingdom	$284M	+$92.3M	2	2.91%	Increased
342	Natixis Advisors Boston, Massachusetts	$284M	+$30M	33	4.82%	Increased
343	PIMC Praesidium Investment Management Company New York	$284M	+$27.7M	4	23.9%	Increased
344	MP MSD Partners New York	$283M	-$1.52M	1	5.72%	Reduced
345	Gulf International Bank (UK) London, United Kingdom	$282M	+$4.69M	25	4.91%	Increased
346	KBC Group Brussels, Belgium	$281M	-$13.4M	36	3.62%	Reduced
347	H Hexavest Montreal, Quebec, Canada	$280M	-$91M	6	4.67%	Reduced
348	BRC Blue Ridge Capital New York	$280M	+$35.4M	3	3.15%	Increased
349	DnB Asset Management Oslo, Norway	$279M	-$12.5M	9	6.14%	Reduced
350	Martingale Asset Management Boston, Massachusetts	$277M	+$3.41M	23	6.46%	Increased