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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
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$218M -$13.2M 22 5.02% Reduced
402
Foresters Investment Management
Foresters Investment Management
New York
$216M +$16.3M 8 4.19% Increased
403
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$216M -$8.78M 7 2.85% Reduced
404
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$214M +$3.47M 15 4.84% Increased
405
SAM
Southernsun Asset Management
Tennessee
$213M -$14.4M 1 3.99% Reduced
406
CCM
Conatus Capital Management
Connecticut
$212M -$25.8M 2 13.39% Reduced
407
SCCM
Schafer Cullen Capital Management
New York
$209M +$27.4M 2 2.07% Increased
408
ACM
American Capital Management
New York
$209M -$8.88M 11 20.57% Reduced
409
CCM
Cornerstone Capital Management
Minnesota
$209M -$101M 2 6.89% Reduced
410
Castleark Management
Castleark Management
Illinois
$209M +$41.5M 21 5.04% Increased
411
SCM
Steadfast Capital Management
New York
$209M +$54.7M 5 2.91% Increased
412
Ariel Investments
Ariel Investments
Illinois
$209M -$15.5M 6 2.34% Reduced
413
City National Bank
City National Bank
Delaware
$208M +$7.36M 16 1.75% Increased
414
PCM
Pennant Capital Management
New Jersey
$207M -$3.96M 1 3.88% Reduced
415
TGCM
Tukman Grossman Capital Management
California
$207M -$6.54M 2 10.48% Reduced
416
SGAM
Smith Group Asset Management
Texas
$207M +$84.7M 12 6.92% Increased
417
LCS
Levin Capital Strategies
New York
$206M +$1.36M 8 3.08% Increased
418
LI
LMCG Investments
Massachusetts
$205M +$35.6M 17 4.3% Increased
419
Silvercrest Asset Management
Silvercrest Asset Management
New York
$205M +$19.6M 9 2.91% Increased
420
Findlay Park Partners
Findlay Park Partners
United Kingdom
$205M -$64M 3 2.13% Reduced
421
Abrams Capital Management
Abrams Capital Management
Massachusetts
$202M $0 1 15.06% Maintained
422
PWLP
Prio Wealth Limited Partnership
Massachusetts
$201M -$9.4M 10 9.94% Reduced
423
GA
Geneva Advisors
Illinois
$200M +$18.6M 17 3.62% Increased
424
GW&K Investment Management
GW&K Investment Management
Massachusetts
$199M -$49.7M 9 4.52% Reduced
425
Brandes Investment Partners
Brandes Investment Partners
California
$198M -$4.05M 3 2.73% Reduced
15 16
17
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