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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	Commonwealth Equity Services Waltham, Massachusetts	$152M	+$5.91M	28	1.6%	Increased
477	QS Investors New York	$150M	-$1.52M	35	1.57%	Reduced
478	RCM Roystone Capital Management New York	$146M	-$2.08M	1	6.98%	Reduced
479	GAM GVO Asset Management Zug, Switzerland	$146M	$0	1	14.64%	Maintained
480	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$145M	+$31.5M	27	1.85%	Increased
481	MSA Mason Street Advisors Milwaukee, Wisconsin	$145M	+$907K	42	4.89%	Increased
482	PIM Platinum Investment Management Sydney Australia 2000, Australia	$144M	+$47.6M	1	3.91%	Increased
483	SCM Scopia Capital Management New York	$144M	+$3.27M	1	3.09%	Increased
484	DCM Dupont Capital Management Wilmington, Delaware	$144M	-$7.95M	18	3.64%	Reduced
485	Natixis Paris, France	$144M	-$75M	11	3%	Reduced
486	Mitsubishi UFJ Asset Management Tokyo, Japan	$143M	+$16.9M	25	4.52%	Increased
487	Tudor Investment Corp Stamford, Connecticut	$143M	+$36.7M	37	4.82%	Increased
488	Point72 Asset Management Stamford, Connecticut	$142M	+$27.6M	9	1.12%	Increased
489	Gabelli Funds Rye, New York	$140M	-$1.51M	10	0.83%	Reduced
490	Dorsal Capital Management Redwood City, California	$139M	-$12.3M	4	12.78%	Reduced
491	Haverford Trust Company Radnor, Pennsylvania	$135M	+$6.49M	5	3.93%	Increased
492	SW SVB Wealth Boston, Massachusetts	$135M	-$5.06M	17	5.22%	Reduced
493	LAM Lapides Asset Management Greenwich, Connecticut	$134M	-$8.57M	11	23.13%	Reduced
494	United Capital Financial Advisors Irving, Texas	$133M	+$11.7M	24	1.6%	Increased
495	SCGE Management Menlo Park, California	$133M	-$3.91M	4	21.45%	Reduced
496	AIM Assured Investment Management New York	$131M	+$114M	25	2.39%	Increased
497	Palisade Capital Management Fort Lee, New Jersey	$130M	-$23.1M	17	3.84%	Reduced
498	BAPIM British Airways Pensions Investment Management London, United Kingdom	$130M	+$10.7M	4	4.44%	Increased
499	Huntington National Bank Columbus, Ohio	$129M	-$4.44M	50	3.39%	Reduced
500	Bridgeway Capital Management Houston, Texas	$128M	-$8.66M	29	2.68%	Reduced