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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
DCM
Dupont Capital Management
Delaware
$197M +$33.7M 13 3.6% Increased
377
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$196M -$21.6M 11 4.29% Reduced
378
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$193M +$7.47M 22 5.04% Increased
379
SCCM
Schafer Cullen Capital Management
New York
$193M -$944K 2 2.12% Reduced
380
CC
Capital Counsel
New York
$193M -$7.02M 6 11.23% Reduced
381
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$191M -$93.9M 10 0.97% Reduced
382
Royal London Asset Management
Royal London Asset Management
United Kingdom
$189M +$721K 20 5.07% Increased
383
GGHC
Gilder Gagnon Howe & Co
New York
$189M -$12.6M 10 2.95% Reduced
384
CAM
Cortina Asset Management
Wisconsin
$189M -$7.39M 13 7.37% Reduced
385
CM
CS McKee
Pennsylvania
$188M -$8.3M 2 3.2% Reduced
386
WPSC
W.P. Stewart & Co
New York
$188M -$50.5M 3 9.97% Reduced
387
CAM
Capstone Asset Management
Texas
$188M +$10.7M 48 4.55% Increased
388
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$188M +$3.39M 11 4.65% Increased
389
OI
Oakbrook Investments
Illinois
$188M -$26.9M 17 5.48% Reduced
390
Stifel Nicolaus & Co
Stifel Nicolaus & Co
Missouri
$187M +$38.1M 22 3.09% Increased
391
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$182M -$5.36M 38 3.01% Reduced
392
Winton Capital Management
Winton Capital Management
United Kingdom
$181M -$24M 19 2.17% Reduced
393
CCM
Cadence Capital Management
Massachusetts
$180M +$20.5M 24 6.11% Increased
394
Silvercrest Asset Management
Silvercrest Asset Management
New York
$179M -$1.89M 9 3.44% Reduced
395
SA
SQ Advisors
Florida
$176M +$8.39M 1 9.4% Increased
396
MAM
Marketfield Asset Management
New York
$173M +$24.2M 1 2.15% Increased
397
Sterling Capital Management
Sterling Capital Management
North Carolina
$172M -$27.8M 7 2.02% Reduced
398
Causeway Capital Management
Causeway Capital Management
California
$171M +$71.3M 4 13.99% Increased
399
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$169M -$16.2M 5 3.58% Reduced
400
SIM
Sprucegrove Investment Management
Ontario, Canada
$169M -$5.91M 1 3.07% Reduced
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