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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	PIM Profit Investment Management North Bethesda, Maryland	$154M	+$13.3M	10	7.69%	Increased
477	TCOTO Trust Company of the Ozarks Springfield, Missouri	$154M	-$9.7M	9	42.81%	Reduced
478	Zurich Cantonal Bank Zurich, Switzerland	$154M	+$3.61M	25	4.71%	Increased
479	Gabelli Funds Rye, New York	$153M	-$4.83M	9	0.75%	Reduced
480	Greystone Managed Investments Regina, Saskatchewan, Canada	$152M	-$17.6M	2	3.21%	Reduced
481	Mitsubishi UFJ Asset Management Tokyo, Japan	$151M	-$15.8M	24	4.67%	Reduced
482	Meritage Group San Francisco, California	$151M	-$75.7M	1	3.15%	Reduced
483	EP Edinburgh Partners Edinburgh, United Kingdom	$149M	-$15.6M	1	16.17%	Reduced
484	Rothschild & Co Asset Management US Stamford, Connecticut	$149M	+$4.11M	7	2.98%	Increased
485	Curian Capital Denver, Colorado	$148M	+$4.74M	17	2.5%	Increased
486	PRCM Pine River Capital Management Minnetonka, Minnesota	$148M	-$35.5M	15	1.89%	Reduced
487	B BP London, United Kingdom	$148M	+$19.9M	14	3.75%	Increased
488	Parallax Volatility Advisers San Francisco, California	$147M	+$52.7M	41	0.43%	Increased
489	Pembroke Management Montreal, Quebec, Canada	$146M	+$53.8M	3	9.02%	Increased
490	MVUM Matrix VIII US Management Cambridge, Massachusetts	$146M	+$146M	1	100%	New
491	Commonwealth Equity Services Waltham, Massachusetts	$146M	+$397K	27	1.63%	Increased
492	Candriam SCA Strassen, Luxembourg, Luxembourg	$145M	+$141M	18	3.02%	New
493	Markel Group Glen Allen, Virginia	$143M	+$1.88M	6	3.6%	Increased
494	Becker Capital Management Portland, Oregon	$142M	-$35.5M	5	5.53%	Reduced
495	SCM Suvretta Capital Management New York	$141M	+$76.4M	2	10.06%	Increased
496	Haverford Trust Company Radnor, Pennsylvania	$141M	-$53.8M	5	3.95%	Reduced
497	GAM GVO Asset Management Zug, Switzerland	$140M	-$104M	1	14.27%	Reduced
498	HCMT Highland Capital Management (Texas) Dallas, Texas	$140M	+$34.9M	6	4.67%	Increased
499	Balyasny Asset Management Chicago, Illinois	$139M	-$68.7M	6	1.28%	Reduced
500	IAM Iridian Asset Management Westport, Connecticut	$138M	-$47.3M	1	1.29%	Reduced