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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	MC Maplelane Capital New York	$375M	+$193M	9	6.81%	Increased
327	Nicholas Company Milwaukee, Wisconsin	$370M	-$11.9M	18	8.22%	Reduced
328	SSM Sound Shore Management Greenwich, Connecticut	$368M	-$67.9M	2	6.03%	Reduced
329	Brandywine Global Investment Management Philadelphia, Pennsylvania	$368M	-$1.89M	9	2.35%	Reduced
330	Kornitzer Capital Management Shawnee Mission, Kansas	$368M	-$11.5M	31	6.43%	Reduced
331	Peregrine Capital Management Minneapolis, Minnesota	$367M	-$11M	16	9.15%	Reduced
332	Boston Trust Walden Boston, Massachusetts	$365M	+$17.9M	15	5.86%	Increased
333	ASP Adams Street Partners Chicago, Illinois	$365M	+$15.3M	5	85.55%	Increased
334	CI Global Investments Oakland, California	$361M	+$141M	5	6.84%	Increased
335	FQ First Quadrant Glendale, California	$358M	+$34.4M	39	7.17%	Increased
336	SGAM Smith Group Asset Management Dallas, Texas	$357M	+$21.3M	11	10.97%	Increased
337	Conestoga Capital Advisors Wayne, Pennsylvania	$356M	+$11.9M	19	18.55%	Increased
338	Gotham Asset Management New York	$354M	+$130M	35	4.96%	Increased
339	Natixis Paris, France	$346M	+$113M	28	3.93%	Increased
340	Virginia Retirement Systems Richmond, Virginia	$345M	-$6.87M	24	4.32%	Reduced
341	BRC Blue Ridge Capital New York	$343M	-$540M	2	6%	Reduced
342	Hardman Johnston Global Advisors Stamford, Connecticut	$340M	-$10.8M	4	14.69%	Reduced
343	Ruffer LLP London, United Kingdom	$339M	+$88.9M	3	16.43%	Increased
344	Farallon Capital Management San Francisco, California	$339M	+$30.7M	3	3.52%	Increased
345	SIG Senator Investment Group New York	$338M	-$11.6M	1	3.81%	Reduced
346	Vaughan Nelson Investment Management Houston, Texas	$334M	+$14.4M	7	4%	Increased
347	Fjarde Ap-fonden Stockholm, Sweden	$331M	+$49.8M	30	6.66%	Increased
348	Rothschild & Co Asset Management US Stamford, Connecticut	$330M	+$62.3M	21	3.73%	Increased
349	Oregon Public Employees Retirement Fund Tigard, Oregon	$329M	+$12.1M	36	5.59%	Increased
350	Suntrust Banks Atlanta, Georgia	$329M	-$5.65M	37	2.01%	Reduced