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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	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$261M	-$3.34M	18	5.55%	Reduced
377	South Dakota Investment Council Sioux Falls, South Dakota	$260M	-$16.8M	15	5.7%	Reduced
378	Brandes Investment Partners La Jolla, California	$258M	-$14.3M	3	3.77%	Reduced
379	Boston Trust Walden Boston, Massachusetts	$257M	+$4.87M	11	4.77%	Increased
380	MP MSD Partners New York	$256M	-$48.4M	1	10.86%	Reduced
381	Farallon Capital Management San Francisco, California	$256M	+$67.3M	2	2.28%	Increased
382	PIA Piedmont Investment Advisors Durham, North Carolina	$255M	+$1.8M	14	5.38%	Increased
383	SI Standard Investments New York	$254M	+$18.1M	2	17.7%	Increased
384	ACM American Capital Management New York	$253M	+$20.3M	14	22.49%	Increased
385	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$253M	+$10.1M	8	11.9%	Increased
386	Marsico Capital Management Denver, Colorado	$252M	-$105M	8	4.46%	Reduced
387	Fort Washington Investment Advisors Cincinnati, Ohio	$252M	+$15.5M	5	5.08%	Increased
388	IC Inverness Counsel New York	$252M	+$954K	7	19.06%	Increased
389	Ruane, Cunniff & Goldfarb New York	$251M	-$17.4M	6	1.43%	Reduced
390	Sit Investment Associates Minneapolis, Minnesota	$249M	-$17.5M	13	4.66%	Reduced
391	KBC Group Brussels, Belgium	$248M	+$14.3M	31	4.57%	Increased
392	DSM Capital Partners Palm Beach Gardens, Florida	$248M	-$55.1M	1	3.88%	Reduced
393	USS Investment Management London, United Kingdom	$247M	+$82.1M	4	4.07%	Increased
394	SCM Suvretta Capital Management New York	$244M	+$155M	2	12.03%	Increased
395	GTP Global Thematic Partners New York	$243M	-$90.4M	3	4.86%	Reduced
396	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$240M	-$43.5M	2	6.89%	Reduced
397	Welch & Forbes Boston, Massachusetts	$239M	-$2.3M	12	7.68%	Reduced
398	Commerce Bank Kansas City, Missouri	$239M	-$172K	25	4%	Reduced
399	Tocqueville Asset Management New York	$238M	-$7.99M	31	3.23%	Reduced
400	Jupiter Investment Management London, United Kingdom	$237M	+$48.4M	12	6.32%	Increased