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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	CI Investments Inc Toronto, Ontario, Canada	$147M	-$87.3M	5	1.53%	Reduced
477	CC Capital Counsel New York	$145M	-$1.64M	4	8.18%	Reduced
478	Zurich Cantonal Bank Zurich, Switzerland	$145M	+$9.33M	25	4.77%	Increased
479	WIM Weitz Investment Management Omaha, Nebraska	$145M	-$16.3M	2	4.27%	Reduced
480	GA Geneva Advisors Chicago, Illinois	$145M	-$33.2M	16	2.74%	Reduced
481	CAM Capstone Asset Management Houston, Texas	$145M	+$7.39M	43	4.92%	Increased
482	Atalanta Sosnoff Capital New York	$144M	+$6.76M	5	3.57%	Increased
483	Johnson Investment Counsel Cincinnati, Ohio	$143M	+$1.07M	13	4.78%	Increased
484	Gofen & Glossberg Chicago, Illinois	$143M	-$1.83M	14	6.3%	Reduced
485	Pinnacle Associates New York	$142M	-$3.9M	10	2.89%	Reduced
486	IIM Ivory Investment Management New York	$142M	+$56.4M	3	4.67%	Increased
487	Capital Fund Management (CFM) Paris, France	$140M	+$27.8M	15	1.57%	Increased
488	CC Curian Capital Denver, Colorado	$140M	-$3.77M	16	2.47%	Reduced
489	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$139M	+$9.81M	2	13.88%	Increased
490	RC RGM Capital Naples, Florida	$139M	+$12.1M	4	24.25%	Increased
491	JHC JFB Holdings Corp Atlanta, Georgia	$139M	-$276K	1	3.87%	Reduced
492	SM Seminole Management New York	$138M	-$4.25M	3	5.76%	Reduced
493	AL AJO LP Philadelphia, Pennsylvania	$137M	-$7.18M	10	0.61%	Reduced
494	Discovery Capital Management South Norwalk, Connecticut	$136M	-$86.5M	2	1.53%	Reduced
495	Rothschild & Co Asset Management US Stamford, Connecticut	$135M	-$13.4M	7	2.89%	Reduced
496	PIM Profit Investment Management North Bethesda, Maryland	$135M	+$1.37M	10	7.06%	Increased
497	SC Stralem & Co New York	$133M	-$27.6M	3	5.34%	Reduced
498	Seizert Capital Partners Birmingham, Michigan	$132M	-$2.65M	3	2.64%	Reduced
499	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$131M	-$10.6M	2	1.77%	Reduced
500	PIM Platinum Investment Management Sydney Australia 2000, Australia	$130M	-$15.1M	4	2.65%	Reduced