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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
426	Acadian Asset Management Boston, Massachusetts	$149M	-$84.9M	18	0.97%	Reduced
427	Gabelli Funds Rye, New York	$149M	-$4.52M	8	0.85%	Reduced
428	Balyasny Asset Management Chicago, Illinois	$148M	+$82.7M	10	2%	Increased
429	SRIM Saratoga Research & Investment Management Saratoga, California	$147M	-$5.57M	5	17.32%	Reduced
430	Ariel Investments Chicago, Illinois	$145M	+$14.6M	5	2.11%	Increased
431	Huntington National Bank Columbus, Ohio	$145M	-$5.15M	45	4.32%	Reduced
432	DIA Denver Investment Advisors Denver, Colorado	$144M	-$30.1M	16	3.07%	Reduced
433	Wilmington Trust Wilmington, Delaware	$144M	-$2.91M	16	2.52%	Reduced
434	CAM ClariVest Asset Management San Diego, California	$142M	-$30.9M	18	6.49%	Reduced
435	Todd Asset Management Louisville, Kentucky	$141M	-$38.3M	8	4.32%	Reduced
436	Pinnacle Associates New York	$140M	-$1.67M	9	2.9%	Reduced
437	Waverton Investment Management London, United Kingdom	$140M	+$111M	8	8.2%	Increased
438	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$139M	-$12.9M	4	9.19%	Reduced
439	London Company of Virginia Richmond, Virginia	$138M	+$12.6M	3	1.88%	Increased
440	TCOTO Trust Company of the Ozarks Springfield, Missouri	$137M	+$121K	9	43.21%	Increased
441	Nicholas Company Milwaukee, Wisconsin	$137M	+$61.4M	14	3.67%	Increased
442	LCM Lakewood Capital Management New York	$137M	-$94M	3	11.14%	Reduced
443	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$137M	-$15.9M	9	11.67%	Reduced
444	Two Sigma Advisers New York	$136M	-$31.7M	33	1.62%	Reduced
445	1919 Investment Counsel Baltimore, Maryland	$135M	+$11.9M	23	3.04%	Increased
446	QS Batterymarch Financial Management New York	$135M	-$54.6M	27	2.92%	Reduced
447	SCM Sandler Capital Management New York	$134M	-$87.9M	6	4.24%	Reduced
448	MCI McDonald Capital Investors Orinda, California	$133M	-$13.7M	2	17.23%	Reduced
449	Stephens Investment Management Group Houston, Texas	$132M	+$39.6M	11	4.59%	Increased
450	ACM American Capital Management New York	$131M	+$1.06M	10	17.57%	Increased