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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	Employees Provident Fund Board Shah Alam, Malaysia	$214M	+$2.48M	2	7.34%	Increased
427	Cornerstone Investment Partners Atlanta, Georgia	$213M	-$3.9M	3	8.7%	Reduced
428	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$212M	+$2.95M	5	2.29%	Increased
429	Brandes Investment Partners La Jolla, California	$212M	-$36.1M	3	3.18%	Reduced
430	ROIC Route One Investment Company San Francisco, California	$211M	$0	1	6.58%	Maintained
431	MG Meritage Group San Francisco, California	$209M	+$8.81M	6	5.61%	Increased
432	Emerald Advisers Leola, Pennsylvania	$208M	+$34.3M	14	8.86%	Increased
433	SCM Sirios Capital Management Boston, Massachusetts	$205M	+$1.55M	4	10.07%	Increased
434	Great Lakes Advisors Chicago, Illinois	$205M	+$6.18M	20	5.39%	Increased
435	BA Boston Advisors Boston, Massachusetts	$205M	+$17.4M	17	4.91%	Increased
436	United Capital Financial Advisors Irving, Texas	$205M	+$4.09M	27	1.99%	Increased
437	QS Investors New York	$204M	-$39.6M	51	1.67%	Reduced
438	Truist Financial Charlotte, North Carolina	$204M	-$26.9M	33	4.17%	Reduced
439	Castleark Management Chicago, Illinois	$203M	-$10.2M	22	6.49%	Reduced
440	Norinchukin Bank Tokyo, Japan	$203M	+$7.67M	17	4.72%	Increased
441	Whale Rock Capital Management Boston, Massachusetts	$201M	+$41.5M	5	16.27%	Increased
442	Santa Barbara Asset Management Los Angeles, California	$200M	-$2.98M	2	3.62%	Reduced
443	Janney Montgomery Scott Philadelphia, Pennsylvania	$200M	+$22.2M	35	3.01%	Increased
444	CAM Capstone Asset Management Houston, Texas	$199M	+$830K	46	5.71%	Increased
445	MSA Mason Street Advisors Milwaukee, Wisconsin	$199M	+$1.85M	46	5.38%	Increased
446	PointState Capital New York	$197M	-$608M	4	2.83%	Reduced
447	Douglas Lane & Associates New York	$196M	+$1.65M	11	5.01%	Increased
448	Discovery Capital Management South Norwalk, Connecticut	$196M	+$398K	3	3.31%	Increased
449	SRS Investment Management New York	$196M	+$59.7M	3	5.65%	Increased
450	Johnson Investment Counsel Cincinnati, Ohio	$195M	+$44.3M	18	5.99%	Increased