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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	Comgest Global Investors Paris, France	$329M	-$13M	6	7.15%	Reduced
377	ESCM Echo Street Capital Management New York	$326M	+$52.9M	17	9.83%	Increased
378	HCM Hoplite Capital Management New York	$325M	-$134M	5	22.65%	Reduced
379	Commonwealth Equity Services Waltham, Massachusetts	$321M	+$7.86M	40	1.76%	Increased
380	Welch & Forbes Boston, Massachusetts	$320M	-$5.91M	15	8.54%	Reduced
381	MC Maplelane Capital New York	$320M	-$5.65M	7	7.01%	Reduced
382	Ariel Investments Chicago, Illinois	$320M	+$12.4M	5	3.61%	Increased
383	QI QV Investors Calgary, Alberta, Canada	$320M	-$23.9M	2	6.55%	Reduced
384	Brandywine Global Investment Management Philadelphia, Pennsylvania	$318M	-$11.5M	7	1.9%	Reduced
385	MLICM Metropolitan Life Insurance Company (MetLife) New York	$318M	-$519M	84	4.23%	Reduced
386	CS Cisco Systems San Jose, California	$317M	-$119M	1	42.83%	Reduced
387	Axiom Investors Greenwich, Connecticut	$316M	-$51.3M	11	7.92%	Reduced
388	GHCM Glen Harbor Capital Management San Diego, California	$315M	-$12.5M	49	7.15%	Reduced
389	HL Financial Services Louisville, Kentucky	$312M	-$9.03M	20	6.04%	Reduced
390	Xact Kapitalforvaltning Stockholm, Sweden	$310M	+$31.3M	56	7.43%	Increased
391	HCM Highline Capital Management New York	$308M	+$126M	2	10.2%	Increased
392	Troy Asset Management London, United Kingdom	$308M	-$7.34M	4	12.69%	Reduced
393	Iconiq Capital San Francisco, California	$306M	-$50.7M	3	31.55%	Reduced
394	Utah Retirement Systems Salt Lake City, Utah	$306M	+$5.07M	41	6.42%	Increased
395	PCM Palestra Capital Management New York	$304M	+$121M	4	17.05%	Increased
396	Candriam SCA Strassen, Luxembourg, Luxembourg	$304M	+$12.5M	22	5.26%	Increased
397	Douglas Lane & Associates New York	$303M	+$32.2M	9	6.39%	Increased
398	LPL Financial San Diego, California	$303M	+$25.4M	56	0.92%	Increased
399	EP Elkfork Partners Portland, Oregon	$299M	-$8.92M	46	8.12%	Reduced
400	NEAM New England Asset Management Farmington, Connecticut	$298M	-$956K	5	6.24%	Reduced