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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	CC Carlson Capital Dallas, Texas	$186M	-$16.2M	10	2.25%	Reduced
452	Norinchukin Bank Tokyo, Japan	$186M	+$7.93M	15	4.52%	Increased
453	DCM Daruma Capital Management New York	$186M	+$880K	3	11.63%	Increased
454	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$186M	-$11.1M	10	10.14%	Reduced
455	Crawford Investment Counsel Atlanta, Georgia	$183M	+$4.45M	10	7.69%	Increased
456	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$182M	+$56.6M	2	1.81%	Increased
457	GW&K Investment Management Boston, Massachusetts	$182M	+$2.29M	8	4.04%	Increased
458	CI Investments Inc Toronto, Ontario, Canada	$180M	+$95.2M	5	2.3%	Increased
459	ROIC Route One Investment Company San Francisco, California	$179M	$0	1	9.39%	Maintained
460	Foresters Investment Management New York	$179M	-$12.2M	10	3.64%	Reduced
461	Cambiar Investors Denver, Colorado	$178M	-$19.9M	4	2.56%	Reduced
462	TGCM Tukman Grossman Capital Management Larkspur, California	$178M	-$455K	2	10.3%	Reduced
463	Mitsubishi UFJ Asset Management Tokyo, Japan	$178M	+$8.92M	24	4.8%	Increased
464	CCM Cornerstone Capital Management Edina, Minnesota	$176M	+$2.61M	3	7.69%	Increased
465	SCH Sylebra Capital (HK) Hong Kong	$176M	+$45.3M	2	16.68%	Increased
466	Commerzbank Aktiengesellschaft Frankfurt, Germany	$175M	-$158M	32	1.47%	Reduced
467	SRIM Saratoga Research & Investment Management Saratoga, California	$175M	+$13.6M	5	15.37%	Increased
468	MSA Mason Street Advisors Milwaukee, Wisconsin	$174M	+$5.13M	43	5.32%	Increased
469	Truist Financial Charlotte, North Carolina	$174M	-$10.6M	23	4.49%	Reduced
470	TP Thunderbird Partners London, United Kingdom	$173M	+$46.9M	2	22.05%	Increased
471	Jacobs Levy Equity Management Florham Park, New Jersey	$173M	-$110M	31	3.66%	Reduced
472	GAM GVO Asset Management Zug, Switzerland	$173M	-$4.98M	1	19.96%	Reduced
473	CAM Capstone Asset Management Houston, Texas	$172M	-$3.09M	42	4.95%	Reduced
474	CAM ClariVest Asset Management San Diego, California	$170M	-$11.7M	21	5.14%	Reduced
475	OMERS Administration Corp Toronto, Ontario, Canada	$169M	-$9.39M	10	3.75%	Reduced