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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	FI Focused Investors Los Angeles, California	$273M	-$5.16M	2	10.35%	Reduced
377	Dorsal Capital Management Redwood City, California	$272M	+$7.99M	5	17.08%	Increased
378	Williams Jones & Associates New York	$271M	+$17.8M	11	7.74%	Increased
379	BB&T Securities Richmond, Virginia	$270M	+$12.4M	27	3.93%	Increased
380	Conestoga Capital Advisors Wayne, Pennsylvania	$269M	+$19.7M	18	17.9%	Increased
381	Gotham Asset Management New York	$269M	-$78.2M	31	3.46%	Reduced
382	RC RGM Capital Naples, Florida	$268M	+$29.5M	6	29.22%	Increased
383	Nomura Asset Management Tokyo, Japan	$267M	-$20.3M	39	4.82%	Reduced
384	Perkins Investment Management Chicago, Illinois	$267M	-$9.06M	6	3.41%	Reduced
385	Confluence Investment Management St. Louis, Missouri	$267M	+$35.8M	6	6.48%	Increased
386	Welch & Forbes Boston, Massachusetts	$264M	+$73.6M	15	7.9%	Increased
387	Ruffer LLP London, United Kingdom	$262M	-$107M	3	15.52%	Reduced
388	Fjarde Ap-fonden Stockholm, Sweden	$262M	-$23.2M	27	6.13%	Reduced
389	ExxonMobil Investment Management Irving, Texas	$260M	-$27M	17	5.81%	Reduced
390	South Dakota Investment Council Sioux Falls, South Dakota	$258M	-$23.1M	13	5.48%	Reduced
391	GHCM Glen Harbor Capital Management San Diego, California	$257M	+$254M	47	6.97%	New
392	Segall Bryant & Hamill Chicago, Illinois	$257M	+$6.55M	18	6.45%	Increased
393	HL Financial Services Louisville, Kentucky	$252M	+$6.07M	18	5.42%	Increased
394	NEAM New England Asset Management Farmington, Connecticut	$252M	-$98.8K	5	6.95%	Reduced
395	IC Inverness Counsel New York	$251M	-$10.4M	8	19.02%	Reduced
396	SI Standard Investments New York	$251M	+$2.66M	2	45.91%	Increased
397	AGA Altrinsic Global Advisors Stamford, Connecticut	$250M	-$27.9M	3	9.28%	Reduced
398	River Road Asset Management Louisville, Kentucky	$249M	+$7.43M	3	4.78%	Increased
399	Regions Financial Corp Birmingham, Alabama	$249M	-$4.12M	29	3.05%	Reduced
400	Tocqueville Asset Management New York	$249M	-$28.2M	27	3.19%	Reduced