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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	VFA Virtus Fund Advisers Hartford, Connecticut	$357M	-$2.58M	19	3.51%	Reduced
352	SAM Shell Asset Management The Hague, Netherlands	$356M	+$8.64M	42	7.07%	Increased
353	Commerzbank Aktiengesellschaft Frankfurt, Germany	$356M	+$31.1M	31	4.08%	Increased
354	NSCM New South Capital Management Memphis, Tennessee	$355M	+$7.58M	3	8.24%	Increased
355	Capital Fund Management (CFM) Paris, France	$355M	-$7.02M	30	1.96%	Reduced
356	CAM ClariVest Asset Management San Diego, California	$355M	+$61.1M	22	6.09%	Increased
357	Suntrust Banks Atlanta, Georgia	$354M	-$23.5M	39	2.06%	Reduced
358	IC Inverness Counsel New York	$353M	+$8.39M	9	22.15%	Increased
359	FTCM Fir Tree Capital Management New York	$353M	+$51M	4	9.5%	Increased
360	CIBC World Market Toronto, Ontario, Canada	$352M	+$23.1M	20	1.59%	Increased
361	CCI Columbus Circle Investors	$349M	-$60.2M	10	6.62%	Reduced
362	Commerce Bank Kansas City, Missouri	$348M	+$8M	35	4.53%	Increased
363	RC RGM Capital Naples, Florida	$347M	-$2.7M	5	32.27%	Reduced
364	Segall Bryant & Hamill Chicago, Illinois	$347M	+$7.05M	23	7.63%	Increased
365	Vaughan Nelson Investment Management Houston, Texas	$344M	-$4.12M	7	3.98%	Reduced
366	ACA Abdiel Capital Advisors New York	$341M	+$68.8M	3	51.28%	Increased
367	Williams Jones & Associates New York	$339M	-$1.59M	12	7.7%	Reduced
368	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$339M	-$16.8M	19	6.28%	Reduced
369	PIA Piedmont Investment Advisors Durham, North Carolina	$339M	-$537K	23	6.81%	Reduced
370	GW&K Investment Management Boston, Massachusetts	$334M	-$18M	9	5.71%	Reduced
371	Tocqueville Asset Management New York	$333M	-$1.47M	29	3.78%	Reduced
372	BHG Blue Harbour Group Greenwich, Connecticut	$333M	+$22.4M	1	11.83%	Increased
373	MC Montag & Caldwell Atlanta, Georgia	$332M	-$60.8M	4	10.45%	Reduced
374	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$330M	+$1.65M	32	5.45%	Increased
375	Guardian Capital (Canada) Toronto, Ontario, Canada	$329M	+$2.61M	9	4.85%	Increased