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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
USSCPF
United States Steel & Carnegie Pension Fund
New York
$192M +$4.84M 2 3.84% Increased
427
SAM
Southernsun Asset Management
Tennessee
$192M -$19.4M 1 3.73% Reduced
428
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$191M +$42.4M 6 4.71% Increased
429
ACM
American Capital Management
New York
$190M +$2.97M 12 20.6% Increased
430
Silvercrest Asset Management
Silvercrest Asset Management
New York
$190M +$19.2M 9 2.75% Increased
431
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$189M +$5.84M 34 2.78% Increased
432
Scout Investments
Scout Investments
Missouri
$187M +$16.9M 6 2.87% Increased
433
CCM
Cadian Capital Management
New York
$186M -$52.6M 6 4.68% Reduced
434
BKBG
BHF Kleinwort Benson Group
Belgium
$186M +$15.7M 15 4.82% Increased
435
LAM
Lapides Asset Management
Connecticut
$186M +$12.5M 11 25.09% Increased
436
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$185M +$16.2M 10 5.01% Increased
437
Utah Retirement Systems
Utah Retirement Systems
Utah
$185M -$74.8K 34 5.09% Reduced
438
AL
AJO LP
Pennsylvania
$183M +$43M 11 0.78% Increased
439
Farallon Capital Management
Farallon Capital Management
California
$183M +$9.15M 1 2.5% Increased
440
Comgest Global Investors
Comgest Global Investors
France
$181M +$175M 5 5.54% New
441
HCM
Highline Capital Management
New York
$181M +$58M 2 7.54% Increased
442
GA
Geneva Advisors
Illinois
$180M +$28.4M 17 3.35% Increased
443
HL Financial Services
HL Financial Services
Kentucky
$179M +$672K 11 4.91% Increased
444
NSCM
New South Capital Management
Tennessee
$179M +$5M 3 5.41% Increased
445
CAM
ClariVest Asset Management
California
$179M +$70.8K 16 6.29% Increased
446
EPCM
Eton Park Capital Management
New York
$177M +$154M 1 2.5% New
447
Cincinnati Insurance
Cincinnati Insurance
Ohio
$176M -$10.5M 3 6.15% Reduced
448
Norinchukin Bank
Norinchukin Bank
Japan
$173M +$23.8M 15 4.22% Increased
449
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$172M -$2.04M 16 3.89% Reduced
450
SRIM
Saratoga Research & Investment Management
California
$170M -$5.41M 5 15.78% Reduced
16 17
18
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