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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	MCIM Meadow Creek Investment Management Atlanta, Georgia	$307M	-$20.6M	51	6.48%	Reduced
427	Zurich Insurance Group Zurich, Switzerland	$307M	+$28.2M	21	6.93%	Increased
428	Amalgamated Bank New York	$306M	+$20.2M	70	7.49%	Increased
429	PCM Palestra Capital Management New York	$302M	-$106M	3	13.21%	Reduced
430	Brandywine Global Investment Management Philadelphia, Pennsylvania	$299M	-$4.99M	6	1.91%	Reduced
431	Iconiq Capital San Francisco, California	$299M	+$1.92M	5	36.8%	Increased
432	Guardian Capital (Canada) Toronto, Ontario, Canada	$299M	+$9.12M	12	5.05%	Increased
433	CAM Contour Asset Management New York	$298M	+$105M	7	12.3%	Increased
434	NSCM New South Capital Management Memphis, Tennessee	$297M	-$41.9M	3	7.73%	Reduced
435	AGF Investments Inc Toronto, Ontario, Canada	$296M	-$67.9M	12	3.05%	Reduced
436	Oppenheimer Asset Management New York	$295M	+$1.89M	60	7.21%	Increased
437	Cincinnati Insurance Fairfield, Ohio	$294M	$0	4	8.78%	Maintained
438	Troy Asset Management London, United Kingdom	$293M	-$25.9M	4	15.05%	Reduced
439	AustralianSuper Melbourne, Australia	$292M	+$43.6M	6	6.87%	Increased
440	IAM Iridian Asset Management Westport, Connecticut	$291M	-$111M	1	2.69%	Reduced
441	JP Jana Partners New York	$290M	+$1.78M	5	7.67%	Increased
442	MG Meritage Group San Francisco, California	$289M	+$12.9M	2	4.85%	Increased
443	UH Unigestion Holding Geneva, Switzerland	$289M	+$292M	14	5.72%	New
444	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$288M	+$44.8M	2	8.78%	Increased
445	MN Services Vermogensbeheer The Hague, Netherlands	$287M	+$2.89M	32	7.19%	Increased
446	SI SQN Investors Menlo Park, California	$286M	-$44.9M	4	28.09%	Reduced
447	DCP Darsana Capital Partners New York	$285M	$0	1	8.92%	Maintained
448	SSM Sound Shore Management Greenwich, Connecticut	$284M	-$73.6M	2	4.77%	Reduced
449	Varma Mutual Pension Insurance Co Helsinki, Finland	$281M	+$1.94M	7	6.66%	Increased
450	MSA Mason Street Advisors Milwaukee, Wisconsin	$281M	-$2.82M	45	6.15%	Reduced