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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	LPL Financial San Diego, California	$129M	-$1.87M	28	0.75%	Reduced
502	Seizert Capital Partners Birmingham, Michigan	$129M	+$18.6M	4	2.57%	Increased
503	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$129M	-$1.39M	2	13.52%	Reduced
504	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$127M	+$58.4M	3	11.06%	Increased
505	DL Delta Lloyd Amsterdam, Netherlands	$126M	+$11.4M	24	3.95%	Increased
506	PIM Profit Investment Management North Bethesda, Maryland	$125M	+$5.94M	10	6%	Increased
507	JHC JFB Holdings Corp Atlanta, Georgia	$125M	+$12.5M	1	3.39%	Increased
508	Fundsmith LLP London, United Kingdom	$125M	$0	1	5.75%	Maintained
509	Atalanta Sosnoff Capital New York	$125M	-$30.4M	5	2.73%	Reduced
510	Cullen Capital Management New York	$123M	+$38.4K	2	3.21%	Increased
511	Bridgewater Associates Westport, Connecticut	$123M	+$2.89M	14	0.92%	Increased
512	Fort Washington Investment Advisors Cincinnati, Ohio	$123M	-$33.5M	8	2.38%	Reduced
513	MUFG Americas New York	$121M	-$3.32M	25	3.96%	Reduced
514	Meyer Handelman Company Rye Brook, New York	$121M	-$53.2K	4	5.61%	Reduced
515	Markel Group Glen Allen, Virginia	$120M	+$2.53M	5	3.43%	Increased
516	Waverton Investment Management London, United Kingdom	$120M	-$43.4M	3	7.82%	Reduced
517	TCM Tekne Capital Management New York	$120M	+$34.3M	4	4.09%	Increased
518	DILH Dai-ichi Life Holdings Tokyo, Japan	$118M	-$8.61M	21	3.68%	Reduced
519	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$118M	-$9.03M	22	3.36%	Reduced
520	Capital Fund Management (CFM) Paris, France	$118M	+$61M	23	1.24%	Increased
521	HM Payson & Co Portland, Maine	$117M	-$748K	6	6.04%	Reduced
522	ACP Ashfield Capital Partners San Francisco, California	$117M	+$14.3M	9	5.51%	Increased
523	GAMCO Investors Greenwich, Connecticut	$116M	+$429K	7	0.61%	Increased
524	AGA Altrinsic Global Advisors Stamford, Connecticut	$116M	-$5.21M	1	2.04%	Reduced
525	CEP Chicago Equity Partners Chicago, Illinois	$115M	-$3.85M	8	3.05%	Reduced