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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	Silvercrest Asset Management New York	$238M	+$26.1M	11	3.19%	Increased
377	SAM Shell Asset Management The Hague, Netherlands	$238M	-$38.5M	29	4.77%	Reduced
378	CCM Cantillon Capital Management New York	$237M	+$50.5M	1	4.74%	Increased
379	Employees Provident Fund Board Shah Alam, Malaysia	$235M	-$9.69M	3	8.23%	Reduced
380	Brandes Investment Partners La Jolla, California	$234M	+$23.4M	3	2.99%	Increased
381	Beck Mack & Oliver New York	$232M	-$17.1M	6	6.04%	Reduced
382	Asset Management One Tokyo, Japan	$231M	+$253K	39	3.2%	Increased
383	Boston Trust Walden Boston, Massachusetts	$231M	-$36.4M	11	3.52%	Reduced
384	Zurich Cantonal Bank Zurich, Switzerland	$231M	-$53.1M	59	3.18%	Reduced
385	Marsico Capital Management Denver, Colorado	$230M	+$120M	3	2.03%	Increased
386	Foresters Investment Management New York	$229M	+$3.33M	8	4.33%	Increased
387	DCM Daruma Capital Management New York	$229M	+$3.75M	3	10.07%	Increased
388	Welch & Forbes Boston, Massachusetts	$229M	-$25.5M	14	7.12%	Reduced
389	Tocqueville Asset Management New York	$229M	-$13M	30	2.69%	Reduced
390	Natixis Paris, France	$228M	+$41.2M	7	3.08%	Increased
391	SCM Steadfast Capital Management New York	$227M	+$1.65M	5	3.36%	Increased
392	Segall Bryant & Hamill Chicago, Illinois	$226M	+$49.4M	17	5.06%	Increased
393	NEAM New England Asset Management Farmington, Connecticut	$226M	-$105K	4	5.59%	Reduced
394	FQ First Quadrant Glendale, California	$226M	+$19.9M	28	4.74%	Increased
395	Guardian Capital (Canada) Toronto, Ontario, Canada	$224M	+$2.46M	5	3.8%	Increased
396	PIA Piedmont Investment Advisors Durham, North Carolina	$224M	+$189M	14	4.73%	Increased
397	City National Bank Beverly Hills, Delaware	$224M	+$13.7M	21	1.84%	Increased
398	NIMC NWQ Investment Management Company Los Angeles, California	$223M	-$50.5M	2	3.08%	Reduced
399	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$222M	$0	1	16.26%	Maintained
400	Nomura Asset Management Tokyo, Japan	$221M	-$12.7M	26	4.09%	Reduced