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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	FAM Foxhaven Asset Management Charlottesville, Virginia	$984M	-$55.3M	5	26.86%	Reduced
352	PineBridge Investments New York	$976M	+$56.2M	52	11.29%	Increased
353	Första AP-fonden Stockholm, Sweden	$969M	+$75.7M	46	11.41%	Increased
354	ACM American Capital Management New York	$968M	+$12.7M	17	27.11%	Increased
355	Stockbridge Partners Boston, Massachusetts	$966M	+$213M	4	20.56%	Increased
356	ArrowMark Colorado Holdings Denver, Colorado	$965M	+$124M	27	7.27%	Increased
357	Squarepoint New York	$964M	+$97.4M	117	3.66%	Increased
358	Longview Partners St Peter Port, Guernsey	$944M	-$90.1M	1	5.19%	Reduced
359	Vontobel Holding Zurich, Switzerland	$937M	+$40.3M	70	8.1%	Increased
360	A Accenture Dublin, Ireland	$917M	$0	1	100%	Maintained
361	Marshall Wace London, United Kingdom	$914M	-$12.9M	87	4.13%	Reduced
362	Manning & Napier Group Fairport, New York	$903M	+$128M	12	7.4%	Increased
363	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$900M	+$1.07M	66	8.28%	Increased
364	Axiom Investors Greenwich, Connecticut	$899M	+$40.3M	13	14.46%	Increased
365	CBT Capital Bank & Trust Irvine, California	$898M	-$23M	14	10.41%	Reduced
366	Frontier Capital Management Boston, Massachusetts	$891M	+$112M	25	6.52%	Increased
367	USS Investment Management London, United Kingdom	$890M	+$404K	44	7.04%	Increased
368	Alyeska Investment Group Chicago, Illinois	$879M	+$138M	36	10.15%	Increased
369	Utah Retirement Systems Salt Lake City, Utah	$866M	+$6.88M	72	11.15%	Increased
370	United Capital Financial Advisors Irving, Texas	$865M	+$24.4M	49	4.35%	Increased
371	Nissay Asset Management Tokyo, Japan	$864M	-$6.75M	53	7.59%	Reduced
372	Jupiter Asset Management London, United Kingdom	$863M	-$266M	31	8.89%	Reduced
373	MVIP Mar Vista Investment Partners Los Angeles, California	$860M	-$145M	7	21.2%	Reduced
374	Davenport & Co Richmond, Virginia	$859M	+$117M	33	6.6%	Increased
375	Saturna Capital Bellingham, Washington	$852M	+$27M	17	17.47%	Increased