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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	OMERS Administration Corp Toronto, Ontario, Canada	$270M	-$3.5M	16	8.18%	Reduced
352	AGF Investments Inc Toronto, Ontario, Canada	$270M	-$55.9M	12	2.89%	Reduced
353	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$269M	-$36M	13	4.54%	Reduced
354	Sit Investment Associates Minneapolis, Minnesota	$269M	-$86.8M	14	4.46%	Reduced
355	MP MSD Partners New York	$268M	$0	1	6.32%	Maintained
356	EC Eminence Capital New York	$267M	-$159M	2	3.89%	Reduced
357	DAC Dividend Assets Capital Ridgeland, South Carolina	$267M	-$17.1M	6	6.06%	Reduced
358	USS Investment Management London, United Kingdom	$267M	+$16.2M	2	4.38%	Increased
359	IRF IBM Retirement Fund Armonk, New York	$265M	+$3.98M	34	5%	Increased
360	Tocqueville Asset Management New York	$265M	-$4.05M	30	2.84%	Reduced
361	Beck Mack & Oliver New York	$264M	-$39.6M	6	6.4%	Reduced
362	WP Wedgewood Partners St Louis, Missouri	$263M	+$41.4M	1	3.55%	Increased
363	Findlay Park Partners London, United Kingdom	$260M	-$57.9M	4	2.78%	Reduced
364	Nicholas Company Milwaukee, Wisconsin	$258M	-$9.91M	12	5.3%	Reduced
365	TCM Tran Capital Management San Rafael, California	$256M	+$29.1M	5	4.89%	Increased
366	DCM Daruma Capital Management New York	$251M	+$1.09M	3	10.91%	Increased
367	MAMU Marathon Asset Management (UK) London, United Kingdom	$247M	-$35.2M	4	5.93%	Reduced
368	Congress Asset Management Boston, Massachusetts	$246M	+$22M	11	6.27%	Increased
369	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$245M	-$18M	9	6.85%	Reduced
370	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$244M	-$5.18M	22	4.77%	Reduced
371	Chartwell Investment Partners Berywn, Pennsylvania	$244M	-$21.4M	15	5.09%	Reduced
372	PIM Platinum Investment Management Sydney Australia 2000, Australia	$243M	+$99.6M	3	4.66%	Increased
373	PIMC Praesidium Investment Management Company New York	$242M	-$37.4M	3	22.69%	Reduced
374	Nomura Asset Management Tokyo, Japan	$241M	-$16.2M	25	4.21%	Reduced
375	Factory Mutual Insurance Waltham, Massachusetts	$239M	-$13.3M	7	3.22%	Reduced