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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	Disciplined Growth Investors Minneapolis, Minnesota	$665M	-$33.5M	13	12.69%	Reduced
427	Starboard Value New York	$664M	-$14.6M	4	13.04%	Reduced
428	Pzena Investment Management New York	$664M	+$68.9M	4	2.58%	Increased
429	AAM Ardevora Asset Management London, United Kingdom	$658M	-$247M	11	8.29%	Reduced
430	Haverford Trust Company Radnor, Pennsylvania	$657M	+$17.4M	15	7.74%	Increased
431	IVMX Institutional Venture Management XVI Menlo Park, California	$655M	+$490M	2	74.89%	Increased
432	Mutual of America Capital Management New York	$653M	-$5.36M	60	6.44%	Reduced
433	LFDLE La Financiere de L'Echiquier Paris, France	$653M	+$40M	17	24.96%	Increased
434	GW&K Investment Management Boston, Massachusetts	$639M	+$4.27M	21	5.56%	Increased
435	Valley Forge Capital Management Miami, Florida	$631M	+$6.42M	4	24.51%	Increased
436	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$626M	+$79.5M	19	42.49%	Increased
437	LCG Luxor Capital Group New York	$625M	-$102M	10	6.86%	Reduced
438	MSL Mackay Shields LLC New York	$625M	-$346M	27	5.88%	Reduced
439	Munro Partners Melbourne, Australia	$623M	+$53.6M	4	21.47%	Increased
440	Oregon Public Employees Retirement Fund Tigard, Oregon	$621M	-$222M	59	6.97%	Reduced
441	Thornburg Investment Management Santa Fe, New Mexico	$614M	-$25.7M	13	7.06%	Reduced
442	Cubist Systematic Strategies Stamford, Connecticut	$612M	+$53.3M	142	6.9%	Increased
443	CAM Contour Asset Management New York	$607M	-$7.85M	8	27.51%	Reduced
444	Cambridge Investment Research Advisors Fairfield, Iowa	$606M	+$30.9M	76	2.9%	Increased
445	Regions Financial Corp Birmingham, Alabama	$605M	-$5.11M	42	5.23%	Reduced
446	SCM Suvretta Capital Management New York	$602M	+$34.6M	4	9%	Increased
447	Scotia Capital Toronto, Ontario, Canada	$601M	+$23.4M	31	4.4%	Increased
448	Kornitzer Capital Management Shawnee Mission, Kansas	$598M	-$3.77M	34	9%	Reduced
449	IC Inverness Counsel New York	$593M	+$13.9M	14	21.63%	Increased
450	Employees Provident Fund Board Shah Alam, Malaysia	$591M	-$52.9M	5	9.75%	Reduced