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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
476	DIA Denver Investment Advisors Denver, Colorado	$135M	-$18.9M	17	3.8%	Reduced
477	LAM Lapides Asset Management Greenwich, Connecticut	$134M	-$13.1M	10	18.29%	Reduced
478	LPL Financial San Diego, California	$134M	+$6.03M	31	0.83%	Increased
479	OMERS Administration Corp Toronto, Ontario, Canada	$132M	+$69.5M	8	4.86%	Increased
480	Norinchukin Bank Tokyo, Japan	$131M	-$361K	13	3.51%	Reduced
481	Gofen & Glossberg Chicago, Illinois	$130M	+$1.62M	14	6.07%	Increased
482	DL Delta Lloyd Amsterdam, Netherlands	$129M	+$1.51M	21	4.52%	Increased
483	CAM ClariVest Asset Management San Diego, California	$129M	-$23.6M	17	5.41%	Reduced
484	Commonwealth Equity Services Waltham, Massachusetts	$129M	+$3.41M	22	1.87%	Increased
485	Cohen & Steers New York	$128M	+$83.3M	4	0.42%	Increased
486	YCMGA York Capital Management Global Advisors New York	$128M	+$113M	2	1.77%	Increased
487	PRCM Pine River Capital Management Minnetonka, Minnesota	$127M	+$100M	12	1.55%	Increased
488	LCM Lakewood Capital Management New York	$127M	-$27.8M	1	10.01%	Reduced
489	USSCPF United States Steel & Carnegie Pension Fund New York	$125M	$0	1	2.83%	Maintained
490	ASA Armstrong Shaw Associates New Canaan, Connecticut	$125M	+$65.7M	2	4.62%	Increased
491	MUFG Americas New York	$125M	-$5.71M	27	4.12%	Reduced
492	MCI McDonald Capital Investors Orinda, California	$125M	-$24.1M	2	15.64%	Reduced
493	CPIM Columbia Partners Investment Management Alexandria, Virginia	$124M	+$14.1M	15	5.32%	Increased
494	WA Westport Advisers Westport, Connecticut	$124M	-$936K	4	11.2%	Reduced
495	DILH Dai-ichi Life Holdings Tokyo, Japan	$123M	+$91.7K	22	3.79%	Increased
496	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$123M	$0	2	5.17%	Maintained
497	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$123M	-$5.24M	22	3.54%	Reduced
498	Santa Barbara Asset Management Los Angeles, California	$123M	-$5.28M	2	2.74%	Reduced
499	HM Payson & Co Portland, Maine	$122M	-$273K	6	6.54%	Reduced
500	Meyer Handelman Company Rye Brook, New York	$121M	+$148K	3	5.86%	Increased