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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	Axiom Investors Greenwich, Connecticut	$332M	+$2.47M	9	7.45%	Increased
352	CIBC Asset Management Toronto, Ontario, Canada	$332M	+$11.3M	41	2.08%	Increased
353	Brandywine Global Investment Management Philadelphia, Pennsylvania	$330M	-$22.4M	8	2.09%	Reduced
354	ACM American Capital Management New York	$329M	+$3.88M	14	20.57%	Increased
355	GW&K Investment Management Boston, Massachusetts	$329M	-$399K	8	5.48%	Reduced
356	AHL Partners London, United Kingdom	$328M	+$82.4M	56	5.87%	Increased
357	Vaughan Nelson Investment Management Houston, Texas	$328M	-$15.6M	7	3.89%	Reduced
358	ASP Adams Street Partners Chicago, Illinois	$326M	-$69.7M	2	83.35%	Reduced
359	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$325M	+$194K	22	6.12%	Increased
360	RC RGM Capital Naples, Florida	$325M	+$20.1M	5	33.51%	Increased
361	NSCM New South Capital Management Memphis, Tennessee	$323M	-$2.4M	3	7.72%	Reduced
362	Jane Street New York	$318M	+$215M	50	1.03%	Increased
363	SAM Shell Asset Management The Hague, Netherlands	$318M	-$28.4M	43	7.07%	Reduced
364	TCM Tybourne Capital Management Hong Kong	$318M	-$408M	1	24.35%	Reduced
365	IC Inverness Counsel New York	$317M	-$3.85M	9	22.38%	Reduced
366	Comgest Global Investors Paris, France	$317M	+$50.2M	6	7.36%	Increased
367	Williams Jones & Associates New York	$316M	-$35.4M	11	7.77%	Reduced
368	MC Maplelane Capital New York	$316M	-$89.7M	6	6.2%	Reduced
369	Segall Bryant & Hamill Chicago, Illinois	$315M	-$6.17M	21	7.31%	Reduced
370	PHS PFM Health Sciences San Francisco, California	$314M	+$70.1M	6	6.17%	Increased
371	QI QV Investors Calgary, Alberta, Canada	$312M	-$1.2M	2	6.73%	Reduced
372	CIBC World Market Toronto, Ontario, Canada	$311M	-$158M	17	1.49%	Reduced
373	Commerce Bank Kansas City, Missouri	$310M	+$35.6K	32	4.22%	Increased
374	Capital Guardian Trust Los Angeles, California	$308M	+$17.4M	10	5.36%	Increased
375	PIA Piedmont Investment Advisors Durham, North Carolina	$308M	+$3.5M	25	6.55%	Increased