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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
401	Andra AP-fonden Goteborg, Sweden	$169M	+$170M	20	4.39%	New
402	CAM Cortina Asset Management Milwaukee, Wisconsin	$166M	+$158M	13	6.6%	New
403	Martingale Asset Management Boston, Massachusetts	$166M	+$167M	27	6.13%	New
404	RCM Riverhead Capital Management Wilmington, Delaware	$165M	+$166M	14	5.46%	New
405	PIM Profit Investment Management North Bethesda, Maryland	$164M	+$166M	11	7.91%	New
406	CAM ClariVest Asset Management San Diego, California	$164M	+$164M	16	7.31%	New
407	Castleark Management Chicago, Illinois	$162M	+$172M	9	5.39%	New
408	CCM Cantillon Capital Management New York	$162M	+$175M	1	4.96%	New
409	Mawer Investment Management Calgary, Alberta, Canada	$161M	+$170M	4	5.99%	New
410	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$161M	+$161M	3	2.19%	New
411	DCM Dupont Capital Management Wilmington, Delaware	$159M	+$160M	8	2.96%	New
412	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$159M	+$159M	2	16.69%	New
413	TU TDAM USA Toronto, Ontario, Canada	$158M	+$152M	9	7.21%	New
414	DIA Denver Investment Advisors Denver, Colorado	$158M	+$153M	14	3.62%	New
415	Thompson Siegel & Walmsley Richmond, Virginia	$157M	+$157M	15	3.41%	New
416	GGHC Gilder Gagnon Howe & Co New York	$157M	+$146M	10	2.96%	New
417	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$156M	+$154M	9	3.05%	New
418	Cincinnati Insurance Fairfield, Ohio	$155M	+$156M	3	6.42%	New
419	Two Sigma Advisers New York	$155M	+$160M	28	2.22%	New
420	SA SQ Advisors Naples, Florida	$155M	+$167M	1	9.15%	New
421	Utah Retirement Systems Salt Lake City, Utah	$154M	+$155M	31	5.2%	New
422	SRIM Saratoga Research & Investment Management Saratoga, California	$151M	+$153M	6	17.74%	New
423	CEP Chicago Equity Partners Chicago, Illinois	$150M	+$153M	14	4.68%	New
424	Foresters Investment Management New York	$150M	+$150M	8	4.51%	New
425	Stifel Nicolaus & Co St Louis, Missouri	$150M	+$147M	19	2.71%	New