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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
451	CI Global Investments Oakland, California	$152M	+$69M	4	4.28%	Increased
452	SA Smithwood Advisers Los Angeles, California	$151M	+$107M	2	8.8%	Increased
453	LI LMCG Investments Boston, Massachusetts	$150M	+$38.9M	14	3.19%	Increased
454	WAM World Asset Management Detroit, Michigan	$149M	-$24.6M	38	4.12%	Reduced
455	Waverton Investment Management London, United Kingdom	$149M	-$5.8M	7	7.6%	Reduced
456	GLG Inc New York	$149M	-$172M	18	3.91%	Reduced
457	Two Sigma Advisers New York	$148M	-$3.55M	27	1.43%	Reduced
458	CC Capital Counsel New York	$146M	-$61.2M	5	8.2%	Reduced
459	NG NatWest Group Edinburgh, Scotland, United Kingdom	$146M	+$7.65M	19	3.7%	Increased
460	City National Bank Beverly Hills, Delaware	$145M	+$10M	14	2.19%	Increased
461	KCM Kensico Capital Management Greenwich, Connecticut	$145M	$0	1	3.28%	Maintained
462	Castleark Management Chicago, Illinois	$143M	+$16.2M	13	4.16%	Increased
463	TU TDAM USA Toronto, Ontario, Canada	$142M	+$8.15M	7	6.12%	Increased
464	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$140M	-$5.39M	10	11.66%	Reduced
465	BB&T Securities Richmond, Virginia	$140M	+$34.2M	16	3.87%	Increased
466	Driehaus Capital Management Chicago, Illinois	$140M	+$7.72M	23	5.06%	Increased
467	ORI Oak Ridge Investments Chicago, Illinois	$140M	-$10.5M	6	3.65%	Reduced
468	NSCM New South Capital Management Memphis, Tennessee	$139M	+$9.02M	3	4.84%	Increased
469	Becker Capital Management Portland, Oregon	$138M	+$35.4M	5	5.65%	Increased
470	Johnson Investment Counsel Cincinnati, Ohio	$137M	+$2.8M	13	5.07%	Increased
471	AC Alleghany Corporation New York	$137M	+$30.9M	7	6.73%	Increased
472	Haverford Trust Company Radnor, Pennsylvania	$136M	+$189K	4	3.83%	Increased
473	WIM Weitz Investment Management Omaha, Nebraska	$136M	+$59.2M	2	4.55%	Increased
474	CC Curian Capital Denver, Colorado	$135M	+$13.6M	16	2.39%	Increased
475	HIP Hengistbury Investment Partners London, United Kingdom	$135M	+$122M	2	50.56%	New