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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
EPCM
Eton Park Capital Management
New York
$332M -$377M 2 6.59% Reduced
327
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$331M +$2.28M 7 2.1% Increased
328
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$330M +$152M 67 0.17% Increased
329
NSCM
New South Capital Management
Tennessee
$330M -$5.38M 3 7.87% Reduced
330
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$329M +$21.9M 9 4.86% Increased
331
EARNEST Partners
EARNEST Partners
Georgia
$329M -$36.7M 42 3.59% Reduced
332
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$328M -$38.8M 33 4.47% Reduced
333
SSM
Sound Shore Management
Connecticut
$328M -$2.64M 2 5.64% Reduced
334
GA
Geneva Advisors
Illinois
$325M -$61.5M 24 6.35% Reduced
335
HCM
Highfields Capital Management
Massachusetts
$325M -$30.4M 2 2.7% Reduced
336
FQ
First Quadrant
California
$325M +$37.1K 34 6.69% Increased
337
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$325M -$2.91M 4 15.85% Reduced
338
PIA
Piedmont Investment Advisors
North Carolina
$323M +$3.91M 22 6.63% Increased
339
HAM
HHR Asset Management
New Jersey
$322M +$27M 5 17.48% Increased
340
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$322M +$16.2M 15 8.35% Increased
341
Edge Asset Management
Edge Asset Management
Washington
$319M -$12.2M 11 2.46% Reduced
342
Royce & Associates
Royce & Associates
New York
$317M -$66.6M 28 2.03% Reduced
343
CCM
Conatus Capital Management
Connecticut
$314M +$67.2M 5 23.05% Increased
344
USS Investment Management
USS Investment Management
United Kingdom
$312M +$6.86M 4 4.77% Increased
345
Granahan Investment Management
Granahan Investment Management
Massachusetts
$311M -$82.4M 20 10.68% Reduced
346
MC
Montag & Caldwell
Georgia
$310M +$164M 5 7.49% Increased
347
Abrams Capital Management
Abrams Capital Management
Massachusetts
$309M $0 1 11.36% Maintained
348
SCM
Suvretta Capital Management
New York
$308M +$79.6M 2 7.97% Increased
349
Boston Trust Walden
Boston Trust Walden
Massachusetts
$307M +$19.3M 13 4.84% Increased
350
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$306M +$21.9M 35 2.57% Increased
12 13
14
15 16