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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	SCM Scopia Capital Management New York	$237M	+$134M	2	4.69%	Increased
402	AT Alliance Trust Dundee, Scotland, United Kingdom	$236M	-$222K	4	11.02%	Reduced
403	NEAM New England Asset Management Farmington, Connecticut	$236M	-$3.13M	4	5.9%	Reduced
404	NIMC NWQ Investment Management Company Los Angeles, California	$236M	+$10.4M	2	3.65%	Increased
405	Guardian Capital (Canada) Toronto, Ontario, Canada	$235M	-$11.9M	7	4.51%	Reduced
406	Silvercrest Asset Management New York	$232M	+$16.9M	11	3.22%	Increased
407	FC Fairpointe Capital Chicago, Illinois	$231M	-$31.1M	3	4.19%	Reduced
408	Whale Rock Capital Management Boston, Massachusetts	$231M	+$75.5M	6	19.26%	Increased
409	Nomura Asset Management Tokyo, Japan	$231M	-$11.4M	26	4.47%	Reduced
410	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$230M	-$37.3M	9	3.46%	Reduced
411	Employees Provident Fund Board Shah Alam, Malaysia	$229M	-$11.6M	2	7.83%	Reduced
412	CIBC Asset Management Toronto, Ontario, Canada	$227M	-$53.8M	32	1.87%	Reduced
413	LPL Financial San Diego, California	$224M	+$91M	43	0.62%	Increased
414	IIM Ivory Investment Management New York	$223M	+$16.9M	2	5.99%	Increased
415	ExxonMobil Investment Management Irving, Texas	$223M	-$3.37M	16	5.52%	Reduced
416	MAMU Marathon Asset Management (UK) London, United Kingdom	$223M	-$16.2M	4	5.04%	Reduced
417	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$220M	-$6.17M	23	1.34%	Reduced
418	Asset Management One Tokyo, Japan	$220M	-$28.2M	39	3.28%	Reduced
419	SCCM Schafer Cullen Capital Management New York	$218M	-$26.7M	2	2.6%	Reduced
420	SIG Senator Investment Group New York	$218M	+$195M	1	2.72%	New
421	Atalanta Sosnoff Capital New York	$217M	+$13.5M	4	6.45%	Increased
422	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$217M	+$191M	11	4.97%	Increased
423	Oregon Public Employees Retirement Fund Tigard, Oregon	$216M	-$12.4M	37	5.08%	Reduced
424	UBS O'Connor Chicago, Illinois	$215M	-$22.6M	10	1.9%	Reduced
425	Fjarde Ap-fonden Stockholm, Sweden	$213M	-$1.37M	24	5.59%	Reduced