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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	MSA Mason Street Advisors Milwaukee, Wisconsin	$146M	-$372M	42	4.43%	Reduced
477	Mitsubishi UFJ Asset Management Tokyo, Japan	$146M	-$1.2M	23	4.31%	Reduced
478	CC Curian Capital Denver, Colorado	$146M	+$3.49M	18	2.44%	Increased
479	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$146M	+$3.68M	3	3.3%	Increased
480	Huntington National Bank Columbus, Ohio	$145M	-$10.2M	46	3.54%	Reduced
481	TGA Trilogy Global Advisors Winter Park, Florida	$145M	+$4.78M	2	3.1%	Increased
482	Pinnacle Associates New York	$144M	+$17.8M	10	2.69%	Increased
483	IAM Iridian Asset Management Westport, Connecticut	$143M	+$2.72M	1	1.2%	Increased
484	LT Lindsell Train London, United Kingdom	$143M	+$4.92M	1	11.78%	Increased
485	Candriam SCA Strassen, Luxembourg, Luxembourg	$143M	-$89.1K	18	2.88%	Reduced
486	SCM Scopia Capital Management New York	$142M	+$142M	1	3.07%	New
487	Bridgeway Capital Management Houston, Texas	$142M	+$11.9M	28	2.93%	Increased
488	Atalanta Sosnoff Capital New York	$142M	-$38.3M	5	3.77%	Reduced
489	PM Pembroke Management Montreal, Quebec, Canada	$140M	-$6.78M	3	8.82%	Reduced
490	Haverford Trust Company Radnor, Pennsylvania	$139M	+$4.77M	5	3.84%	Increased
491	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$138M	+$2.75M	1	16.38%	Increased
492	CM CS McKee Pittsburgh, Pennsylvania	$138M	-$9.83M	2	3.6%	Reduced
493	Thornburg Investment Management Santa Fe, New Mexico	$138M	-$62.6M	6	0.77%	Reduced
494	PIM Profit Investment Management North Bethesda, Maryland	$135M	-$8.73M	10	7.26%	Reduced
495	Johnson Investment Counsel Cincinnati, Ohio	$134M	+$4.17M	15	4.5%	Increased
496	GAM GVO Asset Management Zug, Switzerland	$134M	+$11.7M	1	12.24%	Increased
497	Confluence Investment Management St. Louis, Missouri	$134M	+$8.32M	4	5.06%	Increased
498	TCP Tourbillon Capital Partners New York	$133M	-$6.02M	1	3.44%	Reduced
499	Palisade Capital Management Fort Lee, New Jersey	$133M	-$22.3M	17	3.34%	Reduced
500	AC Alleghany Corporation New York	$132M	-$81.8M	8	4.66%	Reduced