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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
Perkins Investment Management
Perkins Investment Management
Illinois
$316M +$9.2M 5 3.91% Increased
352
SAM
Shell Asset Management
Netherlands
$314M +$9.51M 41 6.9% Increased
353
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$312M -$18.9M 18 5.86% Reduced
354
ASP
Adams Street Partners
Illinois
$310M -$50.7M 3 76.22% Reduced
355
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$307M +$28.3M 18 18.53% Increased
356
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$306M +$354K 34 5.98% Increased
357
AAM
Ardevora Asset Management
United Kingdom
$305M +$2.95M 11 10.06% Increased
358
Farallon Capital Management
Farallon Capital Management
California
$304M -$229M 2 3.34% Reduced
359
ACM
American Capital Management
New York
$304M +$3.21M 14 21.47% Increased
360
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$303M -$12.5M 37 2.08% Reduced
361
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$301M -$20M 6 3.54% Reduced
362
RC
RGM Capital
Florida
$300M +$42.2M 7 31.4% Increased
363
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$299M +$5.1M 21 7.22% Increased
364
Saturna Capital
Saturna Capital
Washington
$296M -$13.9M 9 10.05% Reduced
365
Commerce Bank
Commerce Bank
Missouri
$295M -$8.51M 31 4.21% Reduced
366
BB&T Securities
BB&T Securities
Virginia
$290M -$1.37M 26 3.96% Reduced
367
USS Investment Management
USS Investment Management
United Kingdom
$289M -$47.6M 4 4% Reduced
368
Axiom Investors
Axiom Investors
Connecticut
$286M +$10.7M 7 7.33% Increased
369
FI
Focused Investors
California
$286M -$1.96M 2 10.31% Reduced
370
GHCM
Glen Harbor Capital Management
California
$281M -$5.39M 45 7.02% Reduced
371
IC
Inverness Counsel
New York
$280M +$11M 9 19.52% Increased
372
Confluence Investment Management
Confluence Investment Management
Missouri
$279M +$10.1M 6 6.23% Increased
373
Welch & Forbes
Welch & Forbes
Massachusetts
$277M -$4.58M 17 7.93% Reduced
374
SI
Standard Investments
New York
$276M -$30.1M 2 37.89% Reduced
375
Nomura Holdings
Nomura Holdings
Japan
$276M -$159M 28 0.72% Reduced
13 14
15
16 17