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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
OP
Oldfield Partners
United Kingdom
$226M -$72.8M 2 12.96% Reduced
377
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$226M -$3.11M 15 5.24% Reduced
378
BWA
Brave Warrior Advisors
New York
$224M -$320M 1 8.3% Reduced
379
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$223M +$12.6M 7 1.01% Increased
380
Brandes Investment Partners
Brandes Investment Partners
California
$221M -$97.1M 3 2.93% Reduced
381
Natixis Advisors
Natixis Advisors
Massachusetts
$221M -$112M 33 4.44% Reduced
382
PHS
PFM Health Sciences
California
$220M -$25.4M 2 5.07% Reduced
383
FQ
First Quadrant
California
$217M -$15.2M 27 4.86% Reduced
384
Royal London Asset Management
Royal London Asset Management
United Kingdom
$217M -$504K 18 5.44% Reduced
385
AKRE Capital Management
AKRE Capital Management
Virginia
$216M +$59.8M 3 6.11% Increased
386
RCM
Riverhead Capital Management
Delaware
$215M +$48.6M 19 3.7% Increased
387
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$215M +$30.9M 5 3.23% Increased
388
IAM
Iridian Asset Management
Connecticut
$214M +$113M 1 2.2% Increased
389
DCM
Daruma Capital Management
New York
$213M +$27.6M 5 9.37% Increased
390
BB&T Securities
BB&T Securities
Virginia
$212M -$5.67M 19 4.97% Reduced
391
Commerce Bank
Commerce Bank
Missouri
$211M +$1.95M 22 3.48% Increased
392
WP
Wedgewood Partners
Missouri
$210M +$14.1M 1 3.39% Increased
393
Sarasin & Partners
Sarasin & Partners
United Kingdom
$209M -$20.8M 3 2.87% Reduced
394
HighTower Advisors
HighTower Advisors
Illinois
$208M +$16.1M 22 3.51% Increased
395
Congress Asset Management
Congress Asset Management
Massachusetts
$206M -$15.2M 12 5.28% Reduced
396
PCM
Pennant Capital Management
New Jersey
$206M -$21.9M 2 3.6% Reduced
397
CCM
Cadian Capital Management
New York
$205M -$41M 5 5.39% Reduced
398
GW&K Investment Management
GW&K Investment Management
Massachusetts
$204M +$7.4M 10 5.36% Increased
399
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$204M -$447K 33 5.07% Reduced
400
MG
Meritage Group
California
$203M +$44.3K 1 3.89% Increased
14 15
16
17 18