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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	PIMC Praesidium Investment Management Company New York	$294M	+$34.7M	4	27.42%	Increased
327	Saturna Capital Bellingham, Washington	$292M	-$326K	12	9.17%	Reduced
328	WP Wedgewood Partners St Louis, Missouri	$290M	-$19.2M	1	4.22%	Reduced
329	Natixis Advisors Boston, Massachusetts	$288M	+$12.5M	31	4.99%	Increased
330	City National Bank Beverly Hills, Delaware	$283M	+$61.4M	20	2.44%	Increased
331	Conestoga Capital Advisors Wayne, Pennsylvania	$280M	-$8.07M	16	22.47%	Reduced
332	BWA Brave Warrior Advisors New York	$278M	+$2.37M	1	8.83%	Increased
333	Los Angeles Capital Management Los Angeles, California	$278M	-$1.59M	28	2.7%	Reduced
334	JP Morgan Private Wealth Advisors San Francisco, California	$277M	-$8.97M	29	3.48%	Reduced
335	Analytic Investors Los Angeles, California	$276M	-$17M	17	3.69%	Reduced
336	GH GAM Holding Zurich, Switzerland	$276M	-$22.3M	30	4.75%	Reduced
337	DSM Capital Partners Palm Beach Gardens, Florida	$276M	+$227M	2	5.14%	Increased
338	NSCM New South Capital Management Memphis, Tennessee	$276M	+$38.6M	3	6.94%	Increased
339	H Hexavest Montreal, Quebec, Canada	$274M	+$8.09M	5	4.8%	Increased
340	FC Fairpointe Capital Chicago, Illinois	$273M	-$40.4M	3	4.64%	Reduced
341	TBC Three Bays Capital Boston, Massachusetts	$272M	-$1.93M	3	13.62%	Reduced
342	Employees Retirement System of Texas Austin, Texas	$270M	-$1.34M	25	3.86%	Reduced
343	Suntrust Banks Atlanta, Georgia	$269M	-$2.9M	32	1.82%	Reduced
344	SAM Shell Asset Management The Hague, Netherlands	$269M	+$39.7M	27	4.26%	Increased
345	Gulf International Bank (UK) London, United Kingdom	$268M	-$34.7K	25	5.04%	Reduced
346	GE General Electric Evendale, Ohio	$266M	-$30.1M	8	0.63%	Reduced
347	CIBC World Market Toronto, Ontario, Canada	$265M	+$6.42M	16	1.31%	Increased
348	AMF Tjänstepension Stockholm, Sweden	$264M	+$26.3M	9	4%	Increased
349	Balyasny Asset Management Chicago, Illinois	$262M	-$240M	25	1.94%	Reduced
350	Martingale Asset Management Boston, Massachusetts	$261M	-$5.6M	21	6.38%	Reduced