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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	CCM Cornerstone Capital Management Edina, Minnesota	$213M	+$36.2M	2	6.59%	Increased
352	NEAM New England Asset Management Farmington, Connecticut	$213M	+$412K	4	6.21%	Increased
353	GH GAM Holding Zurich, Switzerland	$212M	-$76.4M	28	3.97%	Reduced
354	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$212M	-$31.7M	4	3%	Reduced
355	Sarasin & Partners London, United Kingdom	$210M	-$229M	3	3.2%	Reduced
356	ArrowMark Colorado Holdings Denver, Colorado	$209M	+$191M	13	6.87%	Increased
357	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$208M	-$12.9M	4	5.22%	Reduced
358	Guardian Capital (Canada) Toronto, Ontario, Canada	$208M	+$6M	5	3.39%	Increased
359	CAM Contour Asset Management New York	$207M	+$139M	4	11.53%	Increased
360	Scout Investments Kansas City, Missouri	$207M	+$510K	6	1.45%	Increased
361	TGA Trilogy Global Advisors Winter Park, Florida	$206M	+$40M	3	4.45%	Increased
362	Marsico Capital Management Denver, Colorado	$206M	+$100M	3	1.52%	Increased
363	Nomura Asset Management Tokyo, Japan	$204M	-$20.4M	21	3.85%	Reduced
364	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$203M	$0	2	16.97%	Maintained
365	Soroban Capital Partners New York	$203M	+$182M	1	2.3%	New
366	GW&K Investment Management Boston, Massachusetts	$203M	+$21.3M	10	6.19%	Increased
367	DekaBank Deutsche Girozentrale Frankfurt, Germany	$203M	+$12.5M	22	3.56%	Increased
368	JP Morgan Private Wealth Advisors San Francisco, California	$203M	+$4.39M	21	4.59%	Increased
369	FQ First Quadrant Glendale, California	$202M	-$11.5M	20	5.13%	Reduced
370	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$202M	+$69.5M	14	2.64%	Increased
371	MG Meritage Group San Francisco, California	$201M	$0	1	5.73%	Maintained
372	Fort Washington Investment Advisors Cincinnati, Ohio	$201M	-$5.44M	14	4.83%	Reduced
373	CCM Conatus Capital Management Greenwich, Connecticut	$199M	-$110M	2	8.41%	Reduced
374	Select Equity Group New York	$198M	-$31.7M	3	2.68%	Reduced
375	ExxonMobil Investment Management Irving, Texas	$198M	-$10M	14	4.96%	Reduced