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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	SAM Shell Asset Management The Hague, Netherlands	$272M	-$14.1M	28	4.73%	Reduced
352	Gulf International Bank (UK) London, United Kingdom	$271M	+$1.54M	23	4.83%	Increased
353	Martingale Asset Management Boston, Massachusetts	$270M	+$45.6M	27	6.45%	Increased
354	Boston Trust Walden Boston, Massachusetts	$270M	-$625K	12	4%	Reduced
355	Employees Retirement System of Texas Austin, Texas	$267M	-$21.6M	26	3.46%	Reduced
356	PIMC Praesidium Investment Management Company New York	$267M	+$31M	3	21.34%	Increased
357	Balyasny Asset Management Chicago, Illinois	$266M	+$113M	21	2.15%	Increased
358	IRF IBM Retirement Fund Armonk, New York	$265M	+$5.51M	35	4.97%	Increased
359	RIM Rainier Investment Management Seattle, Washington	$261M	-$114M	11	5.22%	Reduced
360	Ruffer LLP London, United Kingdom	$259M	-$289M	3	11.29%	Reduced
361	Natixis Advisors Boston, Massachusetts	$257M	+$25.3M	31	4.52%	Increased
362	CRX Charles River XIII Cambridge, Massachusetts	$257M	-$44M	1	100%	Reduced
363	Los Angeles Capital Management Los Angeles, California	$255M	-$255M	27	2.35%	Reduced
364	Welch & Forbes Boston, Massachusetts	$255M	-$18.3M	14	7.66%	Reduced
365	BWA Brave Warrior Advisors New York	$253M	+$48.3M	1	7.73%	Increased
366	Guardian Capital (Canada) Toronto, Ontario, Canada	$253M	+$35.9M	6	4.3%	Increased
367	BB&T Securities Richmond, Virginia	$253M	+$16.7M	21	5.53%	Increased
368	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$251M	-$36.2M	4	7.65%	Reduced
369	AGF Investments Inc Toronto, Ontario, Canada	$245M	-$27.8M	14	2.67%	Reduced
370	USS Investment Management London, United Kingdom	$243M	$0	2	3.97%	Maintained
371	Beck Mack & Oliver New York	$242M	-$22.9M	6	6.05%	Reduced
372	Chartwell Investment Partners Berywn, Pennsylvania	$242M	-$17M	11	4.7%	Reduced
373	RCM Riverhead Capital Management Wilmington, Delaware	$241M	-$30.8M	19	3.6%	Reduced
374	GTP Global Thematic Partners New York	$239M	+$9.99M	2	3.58%	Increased
375	Virginia Retirement Systems Richmond, Virginia	$239M	-$28.5M	25	3.6%	Reduced