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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	Brandes Investment Partners La Jolla, California	$233M	-$13.6M	3	3.49%	Reduced
402	Ariel Investments Chicago, Illinois	$231M	-$6.84M	6	2.8%	Reduced
403	ING Group Amsterdam, Netherlands	$230M	-$12.4M	13	2.78%	Reduced
404	HL Financial Services Louisville, Kentucky	$229M	-$3.71M	16	5.35%	Reduced
405	Axiom Investors Greenwich, Connecticut	$229M	+$8.17M	11	6.42%	Increased
406	LCM Lakewood Capital Management New York	$225M	-$19.3M	3	5.1%	Reduced
407	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$225M	-$46.8M	17	2.21%	Reduced
408	Crawford Investment Counsel Atlanta, Georgia	$225M	+$1.66M	9	8.24%	Increased
409	Crossmark Global Holdings Houston, Texas	$224M	+$199M	50	5.78%	New
410	Truist Financial Charlotte, North Carolina	$224M	-$8.12M	34	4.61%	Reduced
411	LT Lindsell Train London, United Kingdom	$224M	+$17.2M	1	11.06%	Increased
412	Utah Retirement Systems Salt Lake City, Utah	$223M	+$2.83M	40	5.78%	Increased
413	Alyeska Investment Group Chicago, Illinois	$223M	-$71M	10	2.07%	Reduced
414	Confluence Investment Management St. Louis, Missouri	$222M	+$9.38M	5	5.79%	Increased
415	River Road Asset Management Louisville, Kentucky	$222M	-$20.5M	3	4.57%	Reduced
416	NIMC NWQ Investment Management Company Los Angeles, California	$221M	+$42M	3	3.21%	Increased
417	WP Wedgewood Partners St Louis, Missouri	$220M	-$14.8M	2	4.62%	Reduced
418	Commonwealth Equity Services Waltham, Massachusetts	$217M	+$7.07M	37	1.72%	Increased
419	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$216M	$0	1	19.51%	Maintained
420	HCM Hoplite Capital Management New York	$216M	+$8.4M	3	9.91%	Increased
421	Castleark Management Chicago, Illinois	$215M	-$21.6M	27	6.51%	Reduced
422	Mutual of America Capital Management New York	$214M	+$7.98M	42	4.29%	Increased
423	Egerton Capital (UK) London, United Kingdom	$212M	-$43.2M	1	2.41%	Reduced
424	Point72 Asset Management Stamford, Connecticut	$211M	-$163M	12	1.48%	Reduced
425	Cornerstone Investment Partners Atlanta, Georgia	$210M	-$72.2M	3	9.14%	Reduced