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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
Welch & Forbes
Welch & Forbes
Massachusetts
$215M -$43M 11 6.79% Reduced
377
CI Investments Inc
CI Investments Inc
Ontario, Canada
$215M -$115M 7 2.13% Reduced
378
CAM
Contour Asset Management
New York
$210M -$131M 4 10.14% Reduced
379
Royal London Asset Management
Royal London Asset Management
United Kingdom
$210M +$1.71M 19 4.82% Increased
380
Glenview Capital Management
Glenview Capital Management
New York
$209M +$88.6M 1 1.21% Increased
381
DCM
Daruma Capital Management
New York
$207M +$5.79M 7 8.48% Increased
382
BB&T Securities
BB&T Securities
Virginia
$207M +$15.9M 18 4.93% Increased
383
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$207M +$39.3M 16 6.35% Increased
384
TGA
Trilogy Global Advisors
Florida
$206M -$11.6M 3 3.92% Reduced
385
AC
Alleghany Corporation
New York
$206M +$19.4M 7 7.46% Increased
386
London Company of Virginia
London Company of Virginia
Virginia
$205M +$13.4M 3 2.24% Increased
387
Ariel Investments
Ariel Investments
Illinois
$205M +$22.4M 6 2.51% Increased
388
Discovery Capital Management
Discovery Capital Management
Connecticut
$204M +$114M 1 1.95% Increased
389
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$204M -$58.1M 15 0.83% Reduced
390
MCMC
Matrix Capital Management Company
New Hampshire
$203M +$3.35M 2 11.15% Increased
391
MP
MSD Partners
New York
$202M +$5.8M 1 5.3% Increased
392
WestEnd Advisors
WestEnd Advisors
North Carolina
$201M -$21M 2 9.85% Reduced
393
Commerce Bank
Commerce Bank
Missouri
$201M +$17.5M 20 3.28% Increased
394
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$200M -$102M 6 0.8% Reduced
395
LCM
Lakewood Capital Management
New York
$199M -$4.57M 2 16.06% Reduced
396
IC
Inverness Counsel
New York
$199M +$5.96M 6 15.54% Increased
397
MG
Meritage Group
California
$196M +$28.3K 1 4% Increased
398
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$196M +$6.98M 33 4.87% Increased
399
NEAM
New England Asset Management
Connecticut
$195M -$2.41M 2 4.65% Reduced
400
LCS
Levin Capital Strategies
New York
$195M -$9.63M 8 3% Reduced
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