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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	LT Lindsell Train London, United Kingdom	$426M	+$11.3M	1	11.26%	Increased
327	KCM Kensico Capital Management Greenwich, Connecticut	$426M	-$50.5M	1	7.57%	Reduced
328	Capital Guardian Trust Los Angeles, California	$425M	+$33.5M	12	5.99%	Increased
329	Hardman Johnston Global Advisors Stamford, Connecticut	$425M	+$29.8M	5	18.06%	Increased
330	EARNEST Partners Atlanta, Georgia	$424M	+$12.5M	44	4.01%	Increased
331	ACM American Capital Management New York	$412M	+$30.1M	16	23.49%	Increased
332	Oregon Public Employees Retirement Fund Tigard, Oregon	$404M	+$1.96M	35	6.1%	Increased
333	USS Investment Management London, United Kingdom	$403M	+$141M	4	4.47%	Increased
334	Davenport & Co Richmond, Virginia	$400M	+$76.1M	18	4.93%	Increased
335	Rockefeller Capital Management New York	$400M	+$410M	26	6.6%	New
336	IC Inverness Counsel New York	$398M	+$11.1M	12	23.97%	Increased
337	IAM Iridian Asset Management Westport, Connecticut	$398M	-$53.1M	2	3.57%	Reduced
338	Commerzbank Aktiengesellschaft Frankfurt, Germany	$396M	+$20.8M	33	4.07%	Increased
339	SAM Shell Asset Management The Hague, Netherlands	$391M	+$18.1M	45	7.79%	Increased
340	Nicholas Company Milwaukee, Wisconsin	$388M	-$25.3M	18	8.83%	Reduced
341	ESCM Echo Street Capital Management New York	$388M	+$22.9M	23	11.31%	Increased
342	PCM Palestra Capital Management New York	$387M	+$34.5M	4	21.44%	Increased
343	CAM ClariVest Asset Management San Diego, California	$383M	+$3.97M	23	6.6%	Increased
344	GW&K Investment Management Boston, Massachusetts	$382M	+$5.83M	10	6.45%	Increased
345	Commerce Bank Kansas City, Missouri	$381M	+$8.41M	34	5.03%	Increased
346	CI Global Investments Oakland, California	$379M	-$185M	9	6.52%	Reduced
347	PGGM Investments Zeist, Netherlands	$374M	-$34.8M	8	2.12%	Reduced
348	FQ First Quadrant Glendale, California	$374M	-$14.9M	39	7.15%	Reduced
349	H Hexavest Montreal, Quebec, Canada	$373M	-$21.2M	5	4.66%	Reduced
350	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$372M	-$16.5M	57	4.49%	Reduced