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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	HCM Hitchwood Capital Management New York	$275M	+$135M	6	11.75%	Increased
402	Utah Retirement Systems Salt Lake City, Utah	$274M	+$513K	41	6.17%	Increased
403	Ariel Investments Chicago, Illinois	$272M	+$6.91M	6	3.16%	Increased
404	Regions Financial Corp Birmingham, Alabama	$271M	-$3.75M	32	3.08%	Reduced
405	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$269M	-$15M	13	13.13%	Reduced
406	MCIM Meadow Creek Investment Management Atlanta, Georgia	$269M	-$24.8M	51	6.25%	Reduced
407	Crawford Investment Counsel Atlanta, Georgia	$268M	+$16.3M	10	8.71%	Increased
408	Mutual of America Capital Management New York	$268M	+$2.34M	43	4.39%	Increased
409	Employees Provident Fund Board Shah Alam, Malaysia	$264M	-$1.49M	2	7.51%	Reduced
410	Mitsubishi UFJ Asset Management Tokyo, Japan	$263M	-$4.44M	30	6.2%	Reduced
411	Banco Santander Madrid, Spain	$263M	+$106M	11	4.33%	Increased
412	United Capital Financial Advisors Irving, Texas	$262M	+$1.26M	32	2.22%	Increased
413	Royce & Associates New York	$262M	-$10.7M	33	1.73%	Reduced
414	Candriam SCA Strassen, Luxembourg, Luxembourg	$261M	+$24.4M	24	4.56%	Increased
415	CAM ClariVest Asset Management San Diego, California	$261M	+$17.5M	13	6.04%	Increased
416	NEAM New England Asset Management Farmington, Connecticut	$260M	+$501K	6	5.89%	Increased
417	ESCM Echo Street Capital Management New York	$259M	+$65.5M	15	8.81%	Increased
418	South Dakota Investment Council Sioux Falls, South Dakota	$258M	-$2.49M	13	5.22%	Reduced
419	Xact Kapitalforvaltning Stockholm, Sweden	$254M	+$5.89M	30	7.27%	Increased
420	HMP HS Management Partners New York	$253M	-$19.4M	1	8.19%	Reduced
421	John W. Bristol & Co New York	$252M	-$7.33M	4	7.29%	Reduced
422	Janney Montgomery Scott Philadelphia, Pennsylvania	$252M	+$4.99M	39	2.87%	Increased
423	MG Meritage Group San Francisco, California	$252M	+$13.2M	1	4.57%	Increased
424	LPL Financial San Diego, California	$251M	+$30.5M	52	0.89%	Increased
425	Oppenheimer Asset Management New York	$249M	+$10M	64	6.48%	Increased