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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	Huntington National Bank Columbus, Ohio	$697M	+$11.1M	97	6.34%	Increased
452	Munro Partners Melbourne, Australia	$693M	+$90.1M	5	19.37%	Increased
453	Jacobs Levy Equity Management Florham Park, New Jersey	$683M	-$163M	41	4.57%	Reduced
454	Cincinnati Insurance Fairfield, Ohio	$682M	-$2.68M	4	12.3%	Reduced
455	Diamond Hill Capital Management Columbus, Ohio	$681M	+$361M	4	2.43%	Increased
456	Cambridge Investment Research Advisors Fairfield, Iowa	$680M	+$12.8M	78	3.04%	Increased
457	RC Raine Capital New York	$679M	-$41.4M	1	55.34%	Reduced
458	Stonehage Fleming Financial Services St. Helier, Jersey	$678M	+$32.8M	9	18.54%	Increased
459	Schonfeld Strategic Advisors New York	$677M	+$139M	70	6.14%	Increased
460	SIM SCGF III Management Menlo Park, California	$673M	+$693M	1	100%	New
461	Maverick Capital Dallas, Texas	$671M	-$36.2M	28	7.59%	Reduced
462	Kornitzer Capital Management Shawnee Mission, Kansas	$671M	-$24.6M	37	10.01%	Reduced
463	IEQ Capital Foster City, California	$669M	+$138M	51	15.46%	Increased
464	MIM Meridiem Investment Management London, United Kingdom	$668M	-$33.7M	7	20.16%	Reduced
465	IFM Investors Melbourne, Australia	$666M	+$44.8M	53	12.21%	Increased
466	Clal Insurance Tel-Aviv, Israel	$665M	+$115M	10	7.2%	Increased
467	Walleye Trading New York	$660M	+$341M	81	2.17%	Increased
468	BMC Battery Management Corp Boston, Massachusetts	$658M	-$1.33B	6	88.87%	Reduced
469	Parallax Volatility Advisers San Francisco, California	$658M	-$770M	50	0.59%	Reduced
470	LGT Group Foundation Vaduz, Liechtenstein	$658M	+$645M	21	16.94%	New
471	FMC FTV Management Company San Francisco, California	$655M	+$632M	1	84.44%	New
472	Personal Capital Advisors Redwood City, California	$654M	+$16.3M	34	3.01%	Increased
473	PGH Partners Group Holding Baar-Zug, Switzerland	$652M	+$598M	4	30.9%	Increased
474	1WCM 12 West Capital Management New York	$648M	+$191M	8	28.76%	Increased
475	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$644M	+$16.4M	59	6.75%	Increased