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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	Thornburg Investment Management Santa Fe, New Mexico	$172M	+$27.4M	9	0.99%	Increased
452	Jupiter Investment Management London, United Kingdom	$171M	+$93.8M	13	4.97%	Increased
453	SGAM Smith Group Asset Management Dallas, Texas	$168M	-$39.8M	12	5.67%	Reduced
454	Anchor Capital Advisors Boston, Massachusetts	$167M	+$9.16M	7	3.76%	Increased
455	SIG Senator Investment Group New York	$166M	+$73.4M	1	1.45%	Increased
456	Troy Asset Management London, United Kingdom	$164M	-$15M	2	10.54%	Reduced
457	CAM Capstone Asset Management Houston, Texas	$164M	-$441K	45	4.73%	Reduced
458	RIM Rainier Investment Management Seattle, Washington	$163M	-$105M	11	5.17%	Reduced
459	Comgest Global Investors Paris, France	$163M	+$18.6M	5	5.4%	Increased
460	Norinchukin Bank Tokyo, Japan	$162M	-$4.87M	15	4.14%	Reduced
461	YCMGA York Capital Management Global Advisors New York	$161M	+$137M	2	1.36%	Increased
462	Andra AP-fonden Goteborg, Sweden	$160M	+$463K	24	4.62%	Increased
463	DCM Dupont Capital Management Wilmington, Delaware	$160M	-$13.2M	15	3.46%	Reduced
464	Tiger Global Management New York	$159M	+$73.4M	5	1.63%	Increased
465	Whale Rock Capital Management Boston, Massachusetts	$159M	+$81.1M	5	14.5%	Increased
466	LM Lincluden Management Mississauga, Ontario, Canada	$159M	-$2.91M	4	19.59%	Reduced
467	PCM Pennant Capital Management Summit, New Jersey	$159M	-$31.7M	1	3.16%	Reduced
468	Scout Investments Kansas City, Missouri	$159M	-$36.4M	6	2.95%	Reduced
469	Palisade Capital Management Fort Lee, New Jersey	$159M	+$16.4M	19	4.03%	Increased
470	SRIM Saratoga Research & Investment Management Saratoga, California	$159M	-$3.91M	5	15.08%	Reduced
471	LT Lindsell Train London, United Kingdom	$159M	+$11.2M	1	11.11%	Increased
472	RCM Roystone Capital Management New York	$158M	+$26.9M	1	5.42%	Increased
473	Thompson Siegel & Walmsley Richmond, Virginia	$157M	-$3.62M	15	2.78%	Reduced
474	LAM Lapides Asset Management Greenwich, Connecticut	$156M	+$9.93M	11	24.9%	Increased
475	Cambiar Investors Denver, Colorado	$156M	+$69.1M	4	2.2%	Increased