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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
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$185M -$1.11M 8 1.69% Reduced
402
Cambiar Investors
Cambiar Investors
Colorado
$184M +$104M 3 2.72% Increased
403
London Company of Virginia
London Company of Virginia
Virginia
$184M +$33.1M 3 2.1% Increased
404
CM
CS McKee
Pennsylvania
$183M -$29.6M 2 3.57% Reduced
405
OI
Oakbrook Investments
Illinois
$182M -$24.2M 19 5.06% Reduced
406
Nomura Holdings
Nomura Holdings
Japan
$182M -$71.8M 36 0.83% Reduced
407
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$181M -$8.74M 5 3.51% Reduced
408
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$180M +$54.9M 32 4.79% Increased
409
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$180M -$34.6M 10 4.01% Reduced
410
Causeway Capital Management
Causeway Capital Management
California
$179M -$15.3M 3 10.14% Reduced
411
Andra AP-fonden
Andra AP-fonden
Sweden
$179M +$2.76M 17 4.22% Increased
412
Ariel Investments
Ariel Investments
Illinois
$179M +$15.6M 5 2.19% Increased
413
HL Financial Services
HL Financial Services
Kentucky
$176M +$13.3M 12 5.35% Increased
414
HCM
Hoplite Capital Management
New York
$176M +$158M 2 4.94% New
415
CAM
Cortina Asset Management
Wisconsin
$175M -$1.03M 10 6.35% Reduced
416
Commerce Bank
Commerce Bank
Missouri
$174M -$6.96M 19 3.01% Reduced
417
Utah Retirement Systems
Utah Retirement Systems
Utah
$173M +$1.47M 31 5.13% Increased
418
Martingale Asset Management
Martingale Asset Management
Massachusetts
$173M -$12M 30 6.01% Reduced
419
PWLP
Prio Wealth Limited Partnership
Massachusetts
$172M +$874K 10 8.68% Increased
420
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$172M -$36.2M 22 4.93% Reduced
421
Asset Management One
Asset Management One
Japan
$170M -$3.04M 28 2.64% Reduced
422
Cincinnati Insurance
Cincinnati Insurance
Ohio
$169M $0 3 6.3% Maintained
423
EP
Edinburgh Partners
United Kingdom
$168M -$13M 1 13.31% Reduced
424
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$167M -$50.5M 13 3.78% Reduced
425
Mutual of America Capital Management
Mutual of America Capital Management
New York
$167M +$1.36M 31 4.07% Increased
15 16
17
18 19