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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
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$523M -$14.5M 40 7.7% Reduced
327
Confluence Investment Management
Confluence Investment Management
Missouri
$512M -$57.9M 9 8.72% Reduced
328
Suntrust Banks
Suntrust Banks
Georgia
$510M -$16.9M 42 2.63% Reduced
329
ING Group
ING Group
Netherlands
$502M +$75.4M 24 8.67% Increased
330
PGGM Investments
PGGM Investments
Netherlands
$502M +$13.2M 9 2.64% Increased
331
CRM
Cramer Rosenthal McGlynn
Connecticut
$501M -$76.6M 12 9.59% Reduced
332
TPSF
Texas Permanent School Fund
Texas
$497M -$33.1M 45 6.87% Reduced
333
SG Americas Securities
SG Americas Securities
New York
$496M +$174M 78 3.67% Increased
334
SRS Investment Management
SRS Investment Management
New York
$491M +$5.71M 4 10.13% Increased
335
WP
Warburg Pincus
New York
$488M $0 1 8.89% Maintained
336
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$487M +$410M 8 5.33% Increased
337
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$486M +$1,000K 37 6.7% Increased
338
LPL Financial
LPL Financial
California
$482M +$47.5M 71 1.16% Increased
339
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$481M -$7.6M 20 11.4% Reduced
340
Point72 Asset Management
Point72 Asset Management
Connecticut
$480M -$66M 26 1.98% Reduced
341
SGAM
Smith Group Asset Management
Texas
$479M +$8.78M 15 13.62% Increased
342
Scharf Investments
Scharf Investments
California
$478M -$63.9M 3 16.65% Reduced
343
ASP
Adams Street Partners
Illinois
$477M -$106M 6 75.14% Reduced
344
Element Capital Management
Element Capital Management
New York
$477M +$188M 35 9.55% Increased
345
HBK Investments
HBK Investments
Texas
$475M +$39.1M 48 3.77% Increased
346
AWM
Ashmore Wealth Management
Delaware
$473M -$18.1M 5 24.16% Reduced
347
VM
Valinor Management
New York
$472M +$40M 5 17.56% Increased
348
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$470M -$79.9M 4 20.02% Reduced
349
LT
Lindsell Train
United Kingdom
$470M +$1.5M 1 10.64% Increased
350
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$470M +$68.9M 22 4% Increased
12 13
14
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