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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	NEAM New England Asset Management Farmington, Connecticut	$229M	-$858K	4	5.77%	Reduced
377	Boston Trust Walden Boston, Massachusetts	$228M	+$10.8M	11	3.81%	Increased
378	Sit Investment Associates Minneapolis, Minnesota	$227M	-$35.4M	14	4.24%	Reduced
379	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$227M	-$101M	23	1.29%	Reduced
380	Maverick Capital Dallas, Texas	$226M	-$240M	7	3.87%	Reduced
381	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$226M	+$26.5M	8	11.09%	Increased
382	Zurich Cantonal Bank Zurich, Switzerland	$225M	+$6.45M	67	3.18%	Increased
383	LI LMCG Investments Boston, Massachusetts	$225M	+$36.6M	19	4.83%	Increased
384	HCM Hoplite Capital Management New York	$225M	-$19.9M	2	8.49%	Reduced
385	Brandes Investment Partners La Jolla, California	$224M	-$9.39M	3	3.28%	Reduced
386	Jacobs Levy Equity Management Florham Park, New Jersey	$223M	-$24.9M	31	4.58%	Reduced
387	AT Alliance Trust Dundee, Scotland, United Kingdom	$221M	+$219M	4	10.39%	New
388	Welch & Forbes Boston, Massachusetts	$221M	+$322K	14	7.37%	Increased
389	Beck Mack & Oliver New York	$221M	+$3.14M	6	6.67%	Increased
390	Abrams Capital Management Boston, Massachusetts	$220M	$0	1	15.78%	Maintained
391	Asset Management One Tokyo, Japan	$220M	-$3.76M	40	3.34%	Reduced
392	Tocqueville Asset Management New York	$219M	+$1.29M	32	2.93%	Increased
393	PIA Piedmont Investment Advisors Durham, North Carolina	$219M	+$1.41M	15	4.94%	Increased
394	MAMU Marathon Asset Management (UK) London, United Kingdom	$218M	+$11.6M	4	5.27%	Increased
395	ACM American Capital Management New York	$218M	+$1.94M	12	22.59%	Increased
396	UBS O'Connor Chicago, Illinois	$218M	-$22.5M	12	2.05%	Reduced
397	Nomura Asset Management Tokyo, Japan	$216M	+$4.77M	26	4.33%	Increased
398	Fort Washington Investment Advisors Cincinnati, Ohio	$216M	+$43.3M	7	4.49%	Increased
399	BB&T Securities Richmond, Virginia	$213M	+$12.3M	21	4.68%	Increased
400	Commerce Bank Kansas City, Missouri	$213M	-$176K	25	3.66%	Reduced