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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	South Dakota Investment Council Sioux Falls, South Dakota	$262M	-$8.96M	14	5.73%	Reduced
377	Segall Bryant & Hamill Chicago, Illinois	$261M	-$1.38M	17	6.47%	Reduced
378	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$261M	+$28.3M	29	1.61%	Increased
379	USS Investment Management London, United Kingdom	$260M	-$3.96M	3	4.37%	Reduced
380	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$260M	+$27.2M	4	9.65%	Increased
381	BB&T Securities Richmond, Virginia	$256M	+$76.3M	26	4.2%	Increased
382	Sit Investment Associates Minneapolis, Minnesota	$256M	+$2.43M	13	4.69%	Increased
383	BCM Bares Capital Management Austin, Texas	$252M	+$58.7M	4	18.24%	Increased
384	Brandes Investment Partners La Jolla, California	$251M	-$8.77M	3	3.59%	Reduced
385	ExxonMobil Investment Management Irving, Texas	$251M	+$20M	16	5.71%	Increased
386	Fjarde Ap-fonden Stockholm, Sweden	$249M	+$29.9M	24	5.78%	Increased
387	Commerce Bank Kansas City, Missouri	$249M	+$2.38M	26	4.13%	Increased
388	UBS O'Connor Chicago, Illinois	$248M	+$35M	11	2.47%	Increased
389	DSM Capital Partners Palm Beach Gardens, Florida	$247M	-$123K	1	4.06%	Reduced
390	Royal London Asset Management United Kingdom	$247M	-$131M	23	6.06%	Reduced
391	Gotham Asset Management New York	$246M	+$66.4M	27	2.75%	Increased
392	NEAM New England Asset Management Farmington, Connecticut	$245M	-$550K	4	7.56%	Reduced
393	IC Inverness Counsel New York	$244M	+$3.66M	7	18.92%	Increased
394	NIMC NWQ Investment Management Company Los Angeles, California	$244M	-$7.53M	2	3.8%	Reduced
395	FQ First Quadrant Glendale, California	$242M	-$30.3M	26	5.27%	Reduced
396	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$242M	-$20.8M	11	11.16%	Reduced
397	LPL Financial San Diego, California	$241M	+$9.26M	39	0.67%	Increased
398	Tocqueville Asset Management New York	$241M	-$551K	28	3.2%	Reduced
399	Welch & Forbes Boston, Massachusetts	$241M	-$2.65M	14	7.49%	Reduced
400	CCM Cantillon Capital Management New York	$239M	-$10.9M	1	4.19%	Reduced