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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	Nicholas Company Milwaukee, Wisconsin	$1B	-$32.7M	32	17.73%	Reduced
377	MIS Morningstar Investment Services Chicago, Illinois	$998M	+$444M	22	5.62%	Increased
378	Daiwa Securities Group Tokyo, Japan	$996M	+$21.6M	71	6.19%	Increased
379	Utah Retirement Systems Salt Lake City, Utah	$995M	+$778K	71	12.67%	Increased
380	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$993M	+$44.3M	39	12.39%	Increased
381	ACM American Capital Management New York	$990M	-$35.1M	17	33.86%	Reduced
382	Scotia Capital Toronto, Ontario, Canada	$989M	-$5.22M	27	6.38%	Reduced
383	CAM Contour Asset Management New York	$988M	+$108M	9	40.76%	Increased
384	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$984M	+$19.8M	44	11.65%	Increased
385	Capital Wealth Planning Naples, Florida	$978M	+$392M	7	11.2%	Increased
386	SC Sylebra Capital Palo Alto, California	$969M	+$30.4M	4	36.69%	Increased
387	AssetMark Inc Concord, California	$968M	+$5.04M	81	3.5%	Increased
388	PEP Providence Equity Partners Providence, Rhode Island	$967M	-$448M	1	63.9%	Reduced
389	AIM Allen Investment Management New York	$965M	-$14.2M	18	12.9%	Reduced
390	Employees Retirement System of Texas Austin, Texas	$955M	+$204M	22	11.19%	Increased
391	Mairs & Power Inc St Paul, Minnesota	$945M	-$35.8M	12	9.96%	Reduced
392	PE PSG Equity Boston, Massachusetts	$943M	$0	1	100%	Maintained
393	MML Investors Services Springfield, Massachusetts	$938M	+$109M	70	4.33%	Increased
394	Jericho Capital Asset Management New York	$928M	+$93.1M	9	28.41%	Increased
395	Burgundy Asset Management Toronto, Ontario, Canada	$926M	-$48.9M	4	10.27%	Reduced
396	State of Alaska Department of Revenue Juneau, Alaska	$924M	-$54M	74	11%	Reduced
397	Silvercrest Asset Management New York	$920M	-$79.2M	48	6.5%	Reduced
398	Czech National Bank Prague, Czech Republic	$918M	+$6.83M	30	13.09%	Increased
399	Erste Asset Management Vienna, Austria	$910M	+$38.4M	31	13.34%	Increased
400	Employees Provident Fund Board Shah Alam, Malaysia	$908M	+$56.3M	7	17.74%	Increased