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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	Impax Asset Management (UK) London, United Kingdom	$249M	+$33M	4	7.63%	Increased
427	BB&T Securities Richmond, Virginia	$249M	-$10.3M	28	3.39%	Reduced
428	Norinchukin Bank Tokyo, Japan	$249M	+$11.8M	19	4.82%	Increased
429	BRC Blue Ridge Capital New York	$249M	-$98M	1	4.47%	Reduced
430	ExxonMobil Investment Management Irving, Texas	$249M	-$9.56M	19	6.29%	Reduced
431	MAMU Marathon Asset Management (UK) London, United Kingdom	$246M	-$45.7M	2	4.05%	Reduced
432	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$245M	+$38.3M	3	10.8%	Increased
433	Douglas Lane & Associates New York	$244M	+$28.4M	10	5.59%	Increased
434	Santa Barbara Asset Management Los Angeles, California	$243M	+$726K	2	3.87%	Increased
435	BAPIM British Airways Pensions Investment Management London, United Kingdom	$243M	+$17.5M	6	7.35%	Increased
436	Artemis Investment Management Edinburgh, United Kingdom	$242M	+$61.5M	7	4.98%	Increased
437	PIM Platinum Investment Management Sydney Australia 2000, Australia	$242M	-$37.5M	2	6.12%	Reduced
438	MN Services Vermogensbeheer The Hague, Netherlands	$242M	+$1.67M	32	6.36%	Increased
439	Andra AP-fonden Goteborg, Sweden	$241M	+$7.24M	30	5.63%	Increased
440	CAM Contour Asset Management New York	$241M	-$8.88M	3	13.51%	Reduced
441	WBC Westpac Banking Corp Sydney, Australia	$240M	+$34.7M	31	5.28%	Increased
442	Atalanta Sosnoff Capital New York	$238M	+$10.9M	6	8.24%	Increased
443	Haverford Trust Company Radnor, Pennsylvania	$236M	+$54.3M	7	4.94%	Increased
444	AGA Altrinsic Global Advisors Stamford, Connecticut	$236M	-$7.61M	3	8.94%	Reduced
445	Great Lakes Advisors Chicago, Illinois	$235M	-$19.4M	25	5.53%	Reduced
446	BA Boston Advisors Boston, Massachusetts	$234M	+$5.98M	19	5.31%	Increased
447	MSA Mason Street Advisors Milwaukee, Wisconsin	$232M	-$2.14M	46	5.53%	Reduced
448	Castleark Management Chicago, Illinois	$231M	-$350K	22	7.25%	Reduced
449	Mirae Asset Global Investments Seoul, South Korea	$228M	+$17.5M	21	4.16%	Increased
450	USS Investment Management London, United Kingdom	$228M	$0	3	1.76%	Maintained