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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	Cambiar Investors Denver, Colorado	$146M	-$51.3M	3	2.15%	Reduced
477	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$145M	+$96.8M	7	5.72%	Increased
478	Johnson Investment Counsel Cincinnati, Ohio	$144M	+$1.92M	13	5.28%	Increased
479	RCM Riverhead Capital Management Wilmington, Delaware	$143M	-$20.5M	18	3.13%	Reduced
480	Williams Jones & Associates New York	$142M	+$73.4M	10	2.87%	Increased
481	Driehaus Capital Management Chicago, Illinois	$142M	+$3.73M	22	4.47%	Increased
482	Oak Ridge Investments Chicago, Illinois	$141M	+$2.64M	6	3.54%	Increased
483	Abrams Capital Management Boston, Massachusetts	$140M	+$128M	1	11.09%	New
484	Commonwealth Equity Services Waltham, Massachusetts	$139M	+$5.94M	24	1.92%	Increased
485	Norinchukin Bank Tokyo, Japan	$139M	+$2.2M	13	3.94%	Increased
486	Capital Counsel New York	$138M	-$3.02M	4	7.51%	Reduced
487	United States Steel & Carnegie Pension Fund New York	$137M	$0	1	3.06%	Maintained
488	CCM Cadence Capital Management Boston, Massachusetts	$137M	-$28.8M	24	5.77%	Reduced
489	World Asset Management Detroit, Michigan	$135M	-$18.2M	38	4.23%	Reduced
490	City National Bank Beverly Hills, Delaware	$133M	-$10.9M	14	1.87%	Reduced
491	UBS O'Connor Chicago, Illinois	$133M	+$8.1M	6	2.53%	Increased
492	LPL Financial San Diego, California	$133M	-$6.06M	29	0.82%	Reduced
493	Gofen & Glossberg Chicago, Illinois	$132M	+$1.78M	15	6.15%	Increased
494	Black Creek Investment Management Toronto, Ontario, Canada	$131M	+$20.2M	2	14.29%	Increased
495	PIM Platinum Investment Management Sydney Australia 2000, Australia	$131M	-$119M	3	2.33%	Reduced
496	Denver Investment Advisors Denver, Colorado	$130M	-$12.3M	20	3.83%	Reduced
497	Egerton Capital (UK) London, United Kingdom	$130M	+$138M	1	1.97%	New
498	Southpoint Capital Advisors New York	$129M	-$156K	4	7.71%	Reduced
499	Zurich Cantonal Bank Zurich, Switzerland	$129M	+$4.51M	25	3.99%	Increased
500	VM Valinor Management New York	$128M	+$13.3M	1	3.93%	Increased