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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	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$236M	-$24.4M	3	6.27%	Reduced
377	CIBC World Market Toronto, Ontario, Canada	$235M	-$257K	11	0.9%	Reduced
378	SCCM Schafer Cullen Capital Management New York	$232M	-$4.16M	2	2.25%	Reduced
379	Nomura Asset Management Tokyo, Japan	$231M	-$15.3M	24	4.22%	Reduced
380	GH GAM Holding Zurich, Switzerland	$230M	-$35.2M	30	3.69%	Reduced
381	ArrowMark Colorado Holdings Denver, Colorado	$223M	-$16.6M	15	7.26%	Reduced
382	ExxonMobil Investment Management Irving, Texas	$221M	-$1.6M	14	5.04%	Reduced
383	KCM Kensico Capital Management Greenwich, Connecticut	$221M	+$57.2M	1	5.03%	Increased
384	Sarasin & Partners London, United Kingdom	$217M	-$3.52M	3	3.09%	Reduced
385	PCM Pennant Capital Management Summit, New Jersey	$217M	+$39.8M	2	3.69%	Increased
386	TGA Trilogy Global Advisors Winter Park, Florida	$216M	-$11.1M	3	4.33%	Reduced
387	WestEnd Advisors Charlotte, North Carolina	$214M	-$96.5M	2	10.44%	Reduced
388	SCM Steadfast Capital Management New York	$209M	+$52.7M	2	4.46%	Increased
389	LCM Lakewood Capital Management New York	$207M	+$68M	2	15.75%	Increased
390	LCS Levin Capital Strategies New York	$207M	-$75.7M	6	3.47%	Reduced
391	MG Meritage Group San Francisco, California	$206M	-$255K	1	4.82%	Reduced
392	Ignis Investment Services Edinburgh, United Kingdom	$205M	-$7.77M	8	7.15%	Reduced
393	Royal London Asset Management United Kingdom	$204M	-$6.7M	20	4.74%	Reduced
394	Huntington National Bank Columbus, Ohio	$204M	+$40.2M	29	3.91%	Increased
395	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$203M	-$44.2M	1	13.55%	Reduced
396	Foresters Investment Management New York	$202M	-$9.19M	9	4.37%	Reduced
397	HAM HHR Asset Management Berkeley Heights, New Jersey	$200M	-$15.4M	2	8.19%	Reduced
398	NEAM New England Asset Management Farmington, Connecticut	$197M	-$3M	3	4.95%	Reduced
399	Martingale Asset Management Boston, Massachusetts	$197M	+$18.2M	27	6.69%	Increased
400	London Company of Virginia Richmond, Virginia	$196M	+$8.34M	3	2.21%	Increased