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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	CI Investments Inc Toronto, Ontario, Canada	$138M	-$9.54M	3	1.56%	Reduced
502	Fundsmith LLP London, United Kingdom	$138M	-$13.3M	1	4.9%	Reduced
503	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$136M	-$14.9M	1	2.51%	Reduced
504	SIG Senator Investment Group New York	$136M	-$199M	1	1.44%	Reduced
505	Johnson Investment Counsel Cincinnati, Ohio	$135M	-$12.6M	14	4.44%	Reduced
506	Pinnacle Associates New York	$134M	-$468K	9	2.62%	Reduced
507	Meag Munich Ergo Munich, Germany	$131M	+$31M	10	5.95%	Increased
508	MIMC Matrix IX Management Company Cambridge, Massachusetts	$131M	+$126M	1	100%	New
509	Discovery Capital Management South Norwalk, Connecticut	$131M	-$10.5M	3	1.35%	Reduced
510	Waverton Investment Management London, United Kingdom	$130M	-$146K	3	9.01%	Reduced
511	Bridgeway Capital Management Houston, Texas	$130M	+$15.3M	24	2.96%	Increased
512	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$130M	+$25.1M	5	6.04%	Increased
513	LT Lindsell Train London, United Kingdom	$130M	+$21.3M	1	12.1%	Increased
514	Gofen & Glossberg Chicago, Illinois	$130M	-$4.75M	15	5.58%	Reduced
515	Seizert Capital Partners Birmingham, Michigan	$129M	-$11.7M	3	2.72%	Reduced
516	KI Kalmar Investments Greenville, Delaware	$128M	+$3.2M	6	2.38%	Increased
517	Natixis Paris, France	$127M	+$83.4M	8	1.75%	Increased
518	HM Payson & Co Portland, Maine	$126M	+$4.42M	7	6.25%	Increased
519	WAM World Asset Management Detroit, Michigan	$126M	-$25.3M	36	4.31%	Reduced
520	Whale Rock Capital Management Boston, Massachusetts	$126M	-$8.89M	4	14.4%	Reduced
521	MUFG Americas New York	$126M	-$1.74M	31	4.2%	Reduced
522	ARTA A.R.T. Advisors New York	$126M	+$86.4M	37	4.7%	Increased
523	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$125M	-$20.1M	3	23.58%	Reduced
524	CCM Cantillon Capital Management New York	$125M	+$122M	1	2.57%	New
525	LPL Financial San Diego, California	$124M	-$4.67M	26	0.68%	Reduced