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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	SRIM Saratoga Research & Investment Management Saratoga, California	$186M	-$2.7M	4	15.41%	Reduced
477	Hermes Investment Management London Uk, United Kingdom	$184M	+$75.5M	6	2.98%	Increased
478	Dai-ichi Life Insurance Company Tokyo, Japan	$184M	-$1.63M	20	4.98%	Reduced
479	Advisors Asset Management Monument, Colorado	$183M	-$13.9M	36	3.07%	Reduced
480	Zacks Investment Management Chicago, Illinois	$183M	+$14.4M	20	4.66%	Increased
481	Zurich Insurance Group Zurich, Switzerland	$183M	-$732K	15	5.29%	Reduced
482	Davenport & Co Richmond, Virginia	$182M	-$4.38M	14	2.6%	Reduced
483	Mirae Asset Global Investments Seoul, South Korea	$181M	+$29.9M	20	3.38%	Increased
484	FC Fairpointe Capital Chicago, Illinois	$181M	+$963K	2	3.52%	Increased
485	Jericho Capital Asset Management New York	$181M	+$12.4M	3	12.57%	Increased
486	ESCM Echo Street Capital Management New York	$180M	+$56.3M	13	6.07%	Increased
487	HCM Highfields Capital Management Boston, Massachusetts	$180M	-$155M	1	1.67%	Reduced
488	Jacobs Levy Equity Management Florham Park, New Jersey	$180M	-$895K	27	3.64%	Reduced
489	Impax Asset Management (UK) London, United Kingdom	$177M	+$10.9M	4	7.34%	Increased
490	HI Honeywell International Charlotte, North Carolina	$176M	-$21.5M	6	5.68%	Reduced
491	Bradley Foster & Sargent Hartford, Connecticut	$175M	+$7.23M	16	7.08%	Increased
492	BPV Battery Partners VIII Boston, Massachusetts	$174M	$0	1	100%	Maintained
493	Sit Investment Associates Minneapolis, Minnesota	$174M	+$562K	15	4.35%	Increased
494	AHL Partners London, United Kingdom	$173M	+$108M	42	3.83%	Increased
495	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$173M	+$15.4M	35	1.89%	Increased
496	MC Maplelane Capital New York	$172M	-$172M	7	4.58%	Reduced
497	Thornburg Investment Management Santa Fe, New Mexico	$170M	+$105M	8	1.38%	Increased
498	DL Delta Lloyd Amsterdam, Netherlands	$169M	-$3.85M	23	5.07%	Reduced
499	D.A. Davidson & Co Great Falls, Montana	$169M	-$27M	56	4.09%	Reduced
500	MUFG Securities EMEA London, United Kingdom	$168M	+$141M	2	8.45%	Increased