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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	Jupiter Investment Management London, United Kingdom	$249M	-$135M	9	4.3%	Reduced
402	EP Elkfork Partners Portland, Oregon	$246M	+$242M	44	8.1%	New
403	SAM Sentinel Asset Management Montpelier, Vermont	$245M	-$26.9M	10	6.11%	Reduced
404	MCIM Meadow Creek Investment Management Atlanta, Georgia	$241M	+$238M	52	6.23%	New
405	Thompson Siegel & Walmsley Richmond, Virginia	$238M	+$41.8M	27	3.12%	Increased
406	GW&K Investment Management Boston, Massachusetts	$236M	-$14.5M	8	4.6%	Reduced
407	Corvex Management New York	$236M	+$251M	1	4.04%	New
408	Ariel Investments Chicago, Illinois	$236M	-$5.44M	7	2.78%	Reduced
409	Commonwealth Equity Services Waltham, Massachusetts	$236M	+$6.78M	36	1.74%	Increased
410	Voloridge Investment Management Jupiter, Florida	$233M	+$127M	16	5.01%	Increased
411	Utah Retirement Systems Salt Lake City, Utah	$231M	-$51.4K	40	5.81%	Reduced
412	Axiom Investors Greenwich, Connecticut	$231M	+$1.4M	8	6.58%	Increased
413	John W. Bristol & Co New York	$230M	-$9.65M	4	6.48%	Reduced
414	LT Lindsell Train London, United Kingdom	$227M	-$5.49M	1	11.17%	Reduced
415	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$226M	-$95.7K	1	19.35%	Reduced
416	Mitsubishi UFJ Asset Management Tokyo, Japan	$226M	+$7.98M	28	5.5%	Increased
417	H Hexavest Montreal, Quebec, Canada	$226M	+$42.9M	4	3.1%	Increased
418	NIMC NWQ Investment Management Company Los Angeles, California	$226M	+$5.21M	3	3.07%	Increased
419	Egerton Capital (UK) London, United Kingdom	$225M	-$4.35M	1	2.73%	Reduced
420	CAM ClariVest Asset Management San Diego, California	$222M	+$30M	16	5.94%	Increased
421	Crawford Investment Counsel Atlanta, Georgia	$222M	-$9.37M	9	8.06%	Reduced
422	Mutual of America Capital Management New York	$221M	+$4.02M	44	4.16%	Increased
423	JP Jana Partners New York	$217M	+$230M	1	3.8%	New
424	Bank of Nova Scotia Toronto, Ontario, Canada	$217M	+$50.9M	30	1.11%	Increased
425	Rothschild & Co Asset Management US Stamford, Connecticut	$215M	+$27.2M	21	2.73%	Increased