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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	USS Investment Management London, United Kingdom	$223M	-$38.1M	3	3.88%	Reduced
402	Brandes Investment Partners La Jolla, California	$223M	-$11.6M	3	3.4%	Reduced
403	H Hexavest Montreal, Quebec, Canada	$222M	-$41.1M	4	3.36%	Reduced
404	Ariel Investments Chicago, Illinois	$220M	+$6.89M	7	2.77%	Increased
405	TAM Tiverton Asset Management Wilimington, Delaware	$220M	+$267M	14	9.26%	Increased
406	Asset Management One Tokyo, Japan	$220M	-$8.9M	40	3.31%	Reduced
407	Janney Montgomery Scott Philadelphia, Pennsylvania	$219M	+$135M	16	4.47%	Increased
408	Truist Financial Charlotte, North Carolina	$219M	+$45.8M	31	4.6%	Increased
409	Castleark Management Chicago, Illinois	$218M	-$22.2M	28	6.96%	Reduced
410	CI Investments Inc Toronto, Ontario, Canada	$218M	+$47.8M	6	2.48%	Increased
411	GW&K Investment Management Boston, Massachusetts	$217M	+$10.2M	8	4.49%	Increased
412	MAMU Marathon Asset Management (UK) London, United Kingdom	$217M	+$11.7M	4	4.61%	Increased
413	RC RGM Capital Naples, Florida	$217M	+$1.1M	5	26.14%	Increased
414	GTP Global Thematic Partners New York	$216M	-$53.7M	3	5.36%	Reduced
415	Raymond James Financial Services Advisors St. Petersburg, Florida	$216M	+$27.3M	35	2.09%	Increased
416	HL Financial Services Louisville, Kentucky	$215M	+$1.64M	15	5.08%	Increased
417	SCH Sylebra Capital (HK) Hong Kong	$215M	+$877K	2	20.16%	Increased
418	Jacobs Levy Equity Management Florham Park, New Jersey	$214M	+$34.3M	26	4.43%	Increased
419	HI Honeywell International Charlotte, North Carolina	$212M	+$12.1M	6	5.41%	Increased
420	LT Lindsell Train London, United Kingdom	$210M	+$3.66M	1	11.42%	Increased
421	CC Carlson Capital Dallas, Texas	$210M	+$18.4M	10	2.61%	Increased
422	Jericho Capital Asset Management New York	$209M	+$61.1M	3	11.49%	Increased
423	Utah Retirement Systems Salt Lake City, Utah	$207M	-$2.77M	39	5.51%	Reduced
424	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$207M	$0	1	13.54%	Maintained
425	Crawford Investment Counsel Atlanta, Georgia	$205M	+$21.9M	10	8.17%	Increased