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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	OP Oldfield Partners London, United Kingdom	$203M	-$6.58M	2	11.93%	Reduced
427	SI Standard Investments New York	$203M	+$137M	1	11.47%	Increased
428	ExxonMobil Investment Management Irving, Texas	$201M	-$19M	15	4.94%	Reduced
429	TGCM Tukman Grossman Capital Management Larkspur, California	$201M	-$2.4M	2	10.02%	Reduced
430	ORI Oak Ridge Investments Chicago, Illinois	$201M	+$3.3M	7	4.27%	Increased
431	SSM Sound Shore Management Greenwich, Connecticut	$199M	-$142M	1	3.2%	Reduced
432	Highbridge Capital Management New York	$199M	+$75.8M	26	2.5%	Increased
433	LCS Levin Capital Strategies New York	$198M	-$3.93M	5	2.93%	Reduced
434	Cincinnati Insurance Fairfield, Ohio	$198M	+$28.6M	3	7.26%	Increased
435	SAM Southernsun Asset Management Memphis, Tennessee	$198M	+$4.41M	1	3.58%	Increased
436	Ariel Investments Chicago, Illinois	$197M	-$11.5M	6	2.22%	Reduced
437	Utah Retirement Systems Salt Lake City, Utah	$188M	-$2.89M	36	5%	Reduced
438	IAM Iridian Asset Management Westport, Connecticut	$186M	+$40.8M	1	1.47%	Increased
439	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$186M	-$16.2M	10	9.59%	Reduced
440	CAM ClariVest Asset Management San Diego, California	$185M	+$3.4M	18	5.53%	Increased
441	Fort Washington Investment Advisors Cincinnati, Ohio	$185M	+$26.9M	7	3.47%	Increased
442	HL Financial Services Louisville, Kentucky	$182M	+$944K	12	4.83%	Increased
443	VM Valinor Management New York	$182M	-$87.3M	3	4.82%	Reduced
444	Mutual of America Capital Management New York	$180M	+$1.33M	38	3.95%	Increased
445	CCM Conatus Capital Management Greenwich, Connecticut	$178M	-$45.8M	2	10.87%	Reduced
446	USSCPF United States Steel & Carnegie Pension Fund New York	$178M	$0	2	3.71%	Maintained
447	MVUM Matrix VIII US Management Cambridge, Massachusetts	$174M	-$22.9M	1	100%	Reduced
448	HI Honeywell International Charlotte, North Carolina	$174M	-$18.8M	4	4.25%	Reduced
449	LCM Lakewood Capital Management New York	$174M	+$21.8M	4	7.18%	Increased
450	Rothschild & Co Asset Management US Stamford, Connecticut	$172M	+$16.8M	8	3.17%	Increased