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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
501	DILH Dai-ichi Life Holdings Tokyo, Japan	$127M	-$2.29M	24	4.04%	Reduced
502	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$127M	-$1.52M	22	3.75%	Reduced
503	MUFG Americas New York	$126M	-$2.55M	27	4.25%	Reduced
504	Meyer Handelman Company Rye Brook, New York	$125M	-$481K	3	6.02%	Reduced
505	CPIM Columbia Partners Investment Management Alexandria, Virginia	$125M	-$2.15M	16	5.43%	Reduced
506	ACM Andor Capital Management Rye Brook, New York	$124M	+$73.6M	3	6.59%	Increased
507	HIP Hengistbury Investment Partners London, United Kingdom	$123M	-$6.42M	2	59.13%	Reduced
508	BRC Blue Ridge Capital New York	$123M	+$7.24M	2	1.36%	Increased
509	Altrinsic Global Advisors Stamford, Connecticut	$122M	-$3.63M	1	2.1%	Reduced
510	HP Holowesko Partners Nassau, Bahamas	$122M	+$39M	1	7.14%	Increased
511	Tudor Investment Corp Stamford, Connecticut	$122M	+$52.8M	32	5.17%	Increased
512	Fundsmith LLP London, United Kingdom	$121M	+$12.6M	1	6.37%	Increased
513	Cullen Capital Management New York	$121M	+$1.08M	2	3.28%	Increased
514	ECM Empire Capital Management Westport, Connecticut	$121M	+$45.2M	9	14.47%	Increased
515	Bridgewater Associates Westport, Connecticut	$121M	+$6.21M	15	0.99%	Increased
516	Ascend Capital Orinda, California	$120M	+$21M	2	3.12%	Increased
517	WA Westport Advisers Westport, Connecticut	$120M	-$4.45M	4	11.36%	Reduced
518	HM Payson & Co Portland, Maine	$119M	-$6.84M	6	6.32%	Reduced
519	Mar Vista Investment Partners Los Angeles, California	$119M	+$1.59M	2	6.88%	Increased
520	Kames Capital Management Edinburgh, United Kingdom	$119M	-$2.19M	6	3.76%	Reduced
521	Douglas C. Lane & Associates New York	$118M	+$6.88M	8	3.78%	Increased
522	PIM Profit Investment Management North Bethesda, Maryland	$117M	+$14.1M	10	5.29%	Increased
523	CEP Chicago Equity Partners Chicago, Illinois	$117M	-$976K	12	3.21%	Reduced
524	Markel Group Glen Allen, Virginia	$115M	-$2.8M	5	3.54%	Reduced
525	GAMCO Investors Greenwich, Connecticut	$115M	-$3.73M	7	0.62%	Reduced