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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	MCIM Meadow Creek Investment Management Atlanta, Georgia	$307M	-$5.95M	53	6.66%	Reduced
402	HBK Investments Dallas, Texas	$306M	+$167M	32	2.12%	Increased
403	Marsico Capital Management Denver, Colorado	$305M	+$39.8M	10	11.46%	Increased
404	HCM Highline Capital Management New York	$304M	-$3.79M	2	10.36%	Reduced
405	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$301M	-$966K	36	7.12%	Reduced
406	United Capital Financial Advisors Irving, Texas	$301M	+$4.05M	32	2.29%	Increased
407	Jacobs Levy Equity Management Florham Park, New Jersey	$300M	+$28M	30	5%	Increased
408	Santa Barbara Asset Management Los Angeles, California	$296M	+$1.4M	2	4.55%	Increased
409	Troy Asset Management London, United Kingdom	$294M	-$32.8M	4	13.57%	Reduced
410	Artemis Investment Management Edinburgh, United Kingdom	$293M	+$30.9M	12	4.54%	Increased
411	Menora Mivtachim Holdings Ramat Gan, Israel	$293M	+$8.98M	7	9.27%	Increased
412	Vaughan Nelson Investment Management Houston, Texas	$292M	-$71.2M	7	3.57%	Reduced
413	PHS PFM Health Sciences San Francisco, California	$291M	-$37.2M	7	5.92%	Reduced
414	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$290M	-$59.2M	32	4.81%	Reduced
415	BB&T Securities Richmond, Virginia	$290M	+$65.4M	36	3.28%	Increased
416	QI QV Investors Calgary, Alberta, Canada	$288M	-$28.9M	2	6.36%	Reduced
417	Regions Financial Corp Birmingham, Alabama	$287M	-$7.3M	48	3.22%	Reduced
418	MC Montag & Caldwell Atlanta, Georgia	$287M	-$56.4M	4	10.43%	Reduced
419	Mitsubishi UFJ Asset Management Tokyo, Japan	$285M	-$22.1M	32	6.6%	Reduced
420	Employees Provident Fund Board Shah Alam, Malaysia	$283M	-$9.19M	2	8.44%	Reduced
421	Cincinnati Insurance Fairfield, Ohio	$282M	+$11.1M	4	8.5%	Increased
422	ING Group Amsterdam, Netherlands	$282M	+$186M	21	5.1%	Increased
423	Royce & Associates New York	$281M	+$1.22M	35	1.97%	Increased
424	Moore Capital Management New York	$280M	-$111M	7	5.62%	Reduced
425	Guardian Capital (Canada) Toronto, Ontario, Canada	$280M	-$33.9M	10	4.84%	Reduced