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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	AL AJO LP Philadelphia, Pennsylvania	$145M	-$150M	10	0.62%	Reduced
477	Palisade Capital Management Fort Lee, New Jersey	$145M	-$18M	14	3.5%	Reduced
478	Lyrical Asset Management New York	$144M	+$22.2M	2	6.29%	Increased
479	Rothschild & Co Asset Management US Stamford, Connecticut	$143M	-$11.3M	8	2.94%	Reduced
480	Abrams Capital Management Boston, Massachusetts	$143M	$0	1	10.07%	Maintained
481	Johnson Investment Counsel Cincinnati, Ohio	$141M	-$172K	14	5.05%	Reduced
482	CC Capital Counsel New York	$140M	-$524K	4	7.65%	Reduced
483	Commonwealth Equity Services Waltham, Massachusetts	$138M	+$1.81M	26	1.68%	Increased
484	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$138M	-$13M	5	4.05%	Reduced
485	Gofen & Glossberg Chicago, Illinois	$135M	+$858K	13	5.96%	Increased
486	WAM World Asset Management Detroit, Michigan	$135M	-$721K	39	4.1%	Reduced
487	CC Curian Capital Denver, Colorado	$135M	-$14.7M	14	2.37%	Reduced
488	Highbridge Capital Management New York	$134M	+$53.2M	21	1.63%	Increased
489	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$133M	-$32.4M	2	1.56%	Reduced
490	RG Renaissance Group Covington, Kentucky	$133M	-$32.8M	9	5.07%	Reduced
491	CAM Cortina Asset Management Milwaukee, Wisconsin	$133M	-$41.1M	12	5.03%	Reduced
492	SM Seminole Management New York	$133M	+$16.3M	2	6.37%	Increased
493	CAM Capstone Asset Management Houston, Texas	$133M	-$15.4M	43	4.24%	Reduced
494	SGAM Smith Group Asset Management Dallas, Texas	$132M	+$26.3M	10	4.88%	Increased
495	ORI Oak Ridge Investments Chicago, Illinois	$132M	-$9.01M	5	3.14%	Reduced
496	PIM Platinum Investment Management Sydney Australia 2000, Australia	$131M	-$1.42M	4	2.28%	Reduced
497	Zurich Cantonal Bank Zurich, Switzerland	$131M	+$2.13M	26	3.85%	Increased
498	Norinchukin Bank Tokyo, Japan	$131M	-$7.85M	13	3.85%	Reduced
499	RC RGM Capital Naples, Florida	$131M	+$63.4M	4	21.78%	Increased
500	OI Oakbrook Investments Lisle, Illinois	$130M	-$39.5M	20	3.93%	Reduced