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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
351	CIBC World Market Toronto, Ontario, Canada	$209M	+$213M	6	0.94%	New
352	Rothschild & Co Asset Management US Stamford, Connecticut	$208M	+$208M	11	4.85%	New
353	EP Edinburgh Partners Edinburgh, United Kingdom	$207M	+$197M	1	12.35%	New
354	ExxonMobil Investment Management Irving, Texas	$204M	+$207M	14	5.1%	New
355	Nomura Holdings Tokyo, Japan	$203M	+$209M	41	1.65%	New
356	Davenport & Co Richmond, Virginia	$202M	+$200M	9	4.45%	New
357	SCM Sandler Capital Management New York	$201M	+$200M	5	7.57%	New
358	Santa Barbara Asset Management Los Angeles, California	$201M	+$201M	3	5.24%	New
359	Granahan Investment Management Waltham, Massachusetts	$201M	+$191M	9	5.78%	New
360	SCCM Schafer Cullen Capital Management New York	$201M	+$191M	2	2.4%	New
361	GA Geneva Advisors Chicago, Illinois	$200M	+$196M	14	4.64%	New
362	Winton Capital Management London, United Kingdom	$199M	+$196M	20	2.4%	New
363	Sterling Capital Management Charlotte, North Carolina	$198M	+$192M	9	2.44%	New
364	Fort Washington Investment Advisors Cincinnati, Ohio	$198M	+$200M	13	4.55%	New
365	MG Meritage Group San Francisco, California	$197M	+$186M	1	5.74%	New
366	NEAM New England Asset Management Farmington, Connecticut	$197M	+$196M	4	5.9%	New
367	JCG JHL Capital Group Chicago, Illinois	$197M	+$187M	1	30.63%	New
368	Aperio Group Sausalito, California	$197M	+$199M	33	4.67%	New
369	Scout Investments Kansas City, Missouri	$196M	+$204M	6	2.28%	New
370	LCS Levin Capital Strategies New York	$195M	+$201M	5	3.51%	New
371	CM CS McKee Pittsburgh, Pennsylvania	$195M	+$195M	2	3.32%	New
372	Placemark Investments Chicago, Illinois	$194M	+$194M	42	4.14%	New
373	JP Morgan Private Wealth Advisors San Francisco, California	$193M	+$198M	21	4.75%	New
374	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$192M	+$207M	3	4.5%	New
375	Mondrian Investment Partners London, United Kingdom	$191M	+$188M	2	2.91%	New