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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	Virginia Retirement Systems Richmond, Virginia	$264M	-$37.6M	20	3.82%	Reduced
377	Conestoga Capital Advisors Wayne, Pennsylvania	$263M	-$11.8M	17	18.04%	Reduced
378	FI Focused Investors Los Angeles, California	$262M	-$54.2M	2	10.38%	Reduced
379	MVIP Mar Vista Investment Partners Los Angeles, California	$260M	+$87.5M	4	10.63%	Increased
380	Dorsal Capital Management Redwood City, California	$259M	+$17M	5	16.27%	Increased
381	Segall Bryant & Hamill Chicago, Illinois	$258M	+$1.2M	18	6.62%	Increased
382	Jericho Capital Asset Management New York	$257M	+$27M	5	10.27%	Increased
383	RC RGM Capital Naples, Florida	$254M	+$23.9M	6	28.61%	Increased
384	BB&T Securities Richmond, Virginia	$254M	-$18.9M	27	3.77%	Reduced
385	NEAM New England Asset Management Farmington, Connecticut	$252M	+$2.74M	6	9.28%	Increased
386	SI Standard Investments New York	$250M	-$66.6M	2	45.61%	Reduced
387	John W. Bristol & Co New York	$247M	-$25.2M	4	6.79%	Reduced
388	IC Inverness Counsel New York	$247M	-$2.7M	7	19.43%	Reduced
389	SCM Suvretta Capital Management New York	$244M	+$28.6M	1	7.83%	Increased
390	Regions Financial Corp Birmingham, Alabama	$242M	-$11.1M	29	3.12%	Reduced
391	CCM Conatus Capital Management Greenwich, Connecticut	$242M	+$48.6M	4	15.78%	Increased
392	AAM Ardevora Asset Management London, United Kingdom	$240M	+$68.9M	9	8.82%	Increased
393	CI Global Investments Oakland, California	$240M	+$165M	6	5.58%	Increased
394	Silvercrest Asset Management New York	$238M	-$13.8M	13	2.86%	Reduced
395	Commerzbank Aktiengesellschaft Frankfurt, Germany	$238M	-$17.6M	26	3.83%	Reduced
396	QS Investors New York	$236M	-$24.2M	48	1.85%	Reduced
397	Williams Jones & Associates New York	$236M	+$52.5M	9	6.91%	Increased
398	Asset Management One Tokyo, Japan	$234M	-$3.27M	44	3.48%	Reduced
399	Oregon Public Employees Retirement Fund Tigard, Oregon	$233M	-$18.9M	33	5.04%	Reduced
400	CI Investments Inc Toronto, Ontario, Canada	$233M	+$1.54M	8	2.55%	Increased