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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
376
Analytic Investors
Analytic Investors
California
$190M +$196M 9 3.15% New
377
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$188M +$191M 22 3.69% New
378
BWA
Brave Warrior Advisors
New York
$188M +$203M 1 8.7% New
379
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$187M +$187M 5 3.3% New
380
CC
Capital Counsel
New York
$187M +$190M 5 11.18% New
381
Royal London Asset Management
Royal London Asset Management
United Kingdom
$186M +$187M 21 5.43% New
382
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$183M +$186M 5 4.01% New
383
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$183M +$177M 25 1.36% New
384
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$182M +$182M 27 3.49% New
385
SIM
Sprucegrove Investment Management
Ontario, Canada
$182M +$172M 1 3.3% New
386
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$181M +$183M 22 5.15% New
387
Wedge Capital Management
Wedge Capital Management
North Carolina
$180M +$202M 11 2.17% New
388
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$179M +$184M 39 3.1% New
389
Silvercrest Asset Management
Silvercrest Asset Management
New York
$178M +$176M 9 3.75% New
390
KCM
Kames Capital Management
United Kingdom
$176M +$184M 7 6.19% New
391
Natixis
Natixis
France
$176M +$184M 9 2.51% New
392
PHS
PFM Health Sciences
California
$175M +$184M 3 3.64% New
393
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$175M +$174M 9 4.61% New
394
Commerce Bank
Commerce Bank
Missouri
$174M +$177M 20 3.24% New
395
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$174M +$175M 4 5.73% New
396
WAM
World Asset Management
Michigan
$174M +$176M 38 4.04% New
397
Todd Asset Management
Todd Asset Management
Kentucky
$174M +$177M 8 5.67% New
398
TGA
Trilogy Global Advisors
Florida
$172M +$164M 2 3.98% New
399
CAM
Capstone Asset Management
Texas
$171M +$172M 45 4.48% New
400
HAM
HHR Asset Management
New Jersey
$169M +$183M 2 8.25% New
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