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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
Marshall Wace
Marshall Wace
United Kingdom
$283M -$172M 36 2.38% Reduced
352
Alyeska Investment Group
Alyeska Investment Group
Illinois
$281M -$5.94M 11 2.64% Reduced
353
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$281M +$279M 24 4.14% New
354
HighTower Advisors
HighTower Advisors
Illinois
$278M -$39.4M 30 3.52% Reduced
355
PIA
Piedmont Investment Advisors
North Carolina
$276M +$17.3M 22 5.68% Increased
356
Nicholas Company
Nicholas Company
Wisconsin
$275M -$5.07M 14 5.55% Reduced
357
TCP
Tourbillon Capital Partners
New York
$275M -$187M 2 5.5% Reduced
358
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$270M -$15.5M 3 9.4% Reduced
359
SAM
Shell Asset Management
Netherlands
$270M +$37.1M 34 6.26% Increased
360
Perkins Investment Management
Perkins Investment Management
Illinois
$270M -$10.3M 6 4.07% Reduced
361
Commerce Bank
Commerce Bank
Missouri
$266M +$20M 28 4.22% Increased
362
CCM
Cantillon Capital Management
New York
$266M +$5.41M 1 4.48% Increased
363
Winton Group
Winton Group
United Kingdom
$263M -$44.1M 11 4.35% Reduced
364
SAM
Sentinel Asset Management
Vermont
$263M -$2.19M 10 6.2% Reduced
365
BB&T Securities
BB&T Securities
Virginia
$261M +$5.92M 27 4.03% Increased
366
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$260M +$14.5M 16 5.5% Increased
367
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$258M -$8.27M 18 5.44% Reduced
368
Nomura Asset Management
Nomura Asset Management
Japan
$257M -$4.9M 31 4.8% Reduced
369
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$255M -$54.4M 16 18.83% Reduced
370
Abrams Capital Management
Abrams Capital Management
Massachusetts
$255M $0 1 13.31% Maintained
371
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$254M +$949K 15 5.59% Increased
372
Maverick Capital
Maverick Capital
Texas
$254M -$312M 4 3.44% Reduced
373
Boston Trust Walden
Boston Trust Walden
Massachusetts
$253M -$15.4M 11 4.32% Reduced
374
CRM
Cramer Rosenthal McGlynn
Connecticut
$252M -$67.6M 9 4.07% Reduced
375
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$250M +$3.47M 25 5.79% Increased
13 14
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