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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	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$241M	-$14.1M	24	5.03%	Reduced
352	Congress Asset Management Boston, Massachusetts	$241M	-$8.12M	12	6.31%	Reduced
353	EA Euclid Advisors Hartford, Connecticut	$241M	-$23.8M	14	1.99%	Reduced
354	PIM Platinum Investment Management Sydney Australia 2000, Australia	$238M	-$12.6M	3	4.13%	Reduced
355	Placemark Investments Chicago, Illinois	$237M	-$1.46M	44	3.88%	Reduced
356	Nomura Asset Management Tokyo, Japan	$236M	+$13.1M	24	4.25%	Increased
357	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$235M	-$2.08M	3	6.65%	Reduced
358	Farallon Capital Management San Francisco, California	$234M	-$60.9M	2	4.85%	Reduced
359	MG Meritage Group San Francisco, California	$234M	-$14.2M	1	6.04%	Reduced
360	Baird Milwaukee, Wisconsin	$233M	+$3.81M	24	4.01%	Increased
361	CAM Contour Asset Management New York	$232M	+$851K	4	12.79%	Increased
362	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$229M	+$17.7M	2	16.43%	Increased
363	Sarasin & Partners London, United Kingdom	$229M	-$4.04M	3	3.2%	Reduced
364	Select Equity Group New York	$228M	+$3.17M	4	2.37%	Increased
365	OP Oldfield Partners London, United Kingdom	$228M	+$41.1M	1	12.08%	Increased
366	Winton Capital Management London, United Kingdom	$227M	+$21.6M	19	2.04%	Increased
367	GGHC Gilder Gagnon Howe & Co New York	$227M	+$37.3M	10	3.24%	Increased
368	SA SQ Advisors Naples, Florida	$225M	+$20.1M	1	10.71%	Increased
369	DekaBank Deutsche Girozentrale Frankfurt, Germany	$225M	+$4.32M	26	3.69%	Increased
370	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$224M	+$17.1K	15	2.84%	Increased
371	FQ First Quadrant Glendale, California	$222M	-$2.52M	21	5.18%	Reduced
372	Analytic Investors Los Angeles, California	$221M	-$53.9M	10	3.66%	Reduced
373	GC Greenlight Capital New York	$219M	-$102M	2	3.01%	Reduced
374	SCCM Schafer Cullen Capital Management New York	$216M	-$797K	2	2.14%	Reduced
375	NEAM New England Asset Management Farmington, Connecticut	$216M	-$595K	4	5.62%	Reduced