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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	Brandes Investment Partners La Jolla, California	$221M	-$4.43M	3	3.28%	Reduced
427	Great Lakes Advisors Chicago, Illinois	$221M	-$5.48M	19	5.68%	Reduced
428	Castleark Management Chicago, Illinois	$221M	-$13.5M	19	6.91%	Reduced
429	Xact Kapitalforvaltning Stockholm, Sweden	$218M	+$15.3M	26	6.74%	Increased
430	Oppenheimer Asset Management New York	$218M	+$211M	65	6.2%	New
431	Ruffer LLP London, United Kingdom	$217M	-$71.6M	3	12.96%	Reduced
432	Thompson Siegel & Walmsley Richmond, Virginia	$217M	-$35.3M	28	2.55%	Reduced
433	Norinchukin Bank Tokyo, Japan	$216M	+$843K	18	4.66%	Increased
434	Atalanta Sosnoff Capital New York	$216M	+$24.8M	4	7.58%	Increased
435	Santa Barbara Asset Management Los Angeles, California	$216M	+$3.61M	2	3.71%	Increased
436	Andra AP-fonden Goteborg, Sweden	$214M	+$6.73M	28	5.03%	Increased
437	MSA Mason Street Advisors Milwaukee, Wisconsin	$214M	-$2.75M	45	5.51%	Reduced
438	MG Meritage Group San Francisco, California	$214M	-$7.81M	2	5.55%	Reduced
439	CAM Capstone Asset Management Houston, Texas	$212M	-$3.15M	47	5.9%	Reduced
440	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$211M	-$4.82M	11	10.83%	Reduced
441	CC Crosslink Capital Menlo Park, California	$210M	+$132M	8	33.65%	Increased
442	HCM Hitchwood Capital Management New York	$208M	+$102M	4	7.74%	Increased
443	CI Global Investments Oakland, California	$208M	-$115M	5	4.82%	Reduced
444	Douglas Lane & Associates New York	$207M	+$1.42M	10	5.15%	Increased
445	Point72 Asset Management Stamford, Connecticut	$206M	-$242M	16	1.15%	Reduced
446	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$204M	+$750K	14	2.36%	Increased
447	Cornerstone Investment Partners Atlanta, Georgia	$204M	-$29.7M	4	8.72%	Reduced
448	Johnson Investment Counsel Cincinnati, Ohio	$203M	-$9.14M	20	5.88%	Reduced
449	Huntington National Bank Columbus, Ohio	$202M	-$1.78M	44	3.59%	Reduced
450	Capital Fund Management (CFM) Paris, France	$201M	-$3.98M	30	1.67%	Reduced