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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	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$164M	-$9.95M	13	4.49%	Reduced
452	HCM Hoplite Capital Management New York	$163M	+$89.6M	1	5.04%	Increased
453	CAM Capstone Asset Management Houston, Texas	$163M	+$3.46M	46	4.61%	Increased
454	Norinchukin Bank Tokyo, Japan	$163M	-$2.3M	15	3.93%	Reduced
455	SRIM Saratoga Research & Investment Management Saratoga, California	$162M	+$1.52M	5	15.11%	Increased
456	MVUM Matrix VIII US Management Cambridge, Massachusetts	$160M	-$12.2M	1	100%	Reduced
457	Becker Capital Management Portland, Oregon	$160M	+$19.1M	6	6.21%	Increased
458	PRCM Pine River Capital Management Minnetonka, Minnesota	$159M	-$8.73M	13	1.94%	Reduced
459	Andra AP-fonden Goteborg, Sweden	$159M	-$35.8M	21	4.51%	Reduced
460	TU TDAM USA Toronto, Ontario, Canada	$159M	+$3.04M	13	6.46%	Increased
461	Fort Washington Investment Advisors Cincinnati, Ohio	$158M	+$13.9M	7	3.15%	Increased
462	LCM Lakewood Capital Management New York	$157M	+$49.2M	5	8.03%	Increased
463	Thompson Siegel & Walmsley Richmond, Virginia	$157M	+$25M	15	2.71%	Increased
464	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$153M	+$25.4M	7	7.02%	Increased
465	DVC Deer VII & Co Larchmont, New York	$152M	$0	1	62.39%	Maintained
466	LAM Lapides Asset Management Greenwich, Connecticut	$150M	-$39.6M	10	24.84%	Reduced
467	SW SVB Wealth Boston, Massachusetts	$149M	-$9.8M	17	4.82%	Reduced
468	Santa Barbara Asset Management Los Angeles, California	$149M	+$7.44M	2	2.88%	Increased
469	Marshall Wace London, United Kingdom	$149M	-$19.5M	17	1.94%	Reduced
470	RC RGM Capital Naples, Florida	$148M	-$14.9M	4	24.62%	Reduced
471	Rothschild & Co Asset Management US Stamford, Connecticut	$148M	+$7.5M	7	2.8%	Increased
472	Sarasin & Partners London, United Kingdom	$147M	-$19M	3	2.25%	Reduced
473	Commonwealth Equity Services Waltham, Massachusetts	$147M	+$5.9M	30	1.52%	Increased
474	Gabelli Funds Rye, New York	$147M	-$5.17M	9	0.74%	Reduced
475	Comgest Global Investors Paris, France	$146M	-$22.8M	5	4.56%	Reduced