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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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$127M	+$6.26M	24	4.34%	Increased
502	Raymond James Financial Services Advisors St. Petersburg, Florida	$127M	+$104M	20	2.12%	Increased
503	Santa Barbara Asset Management Los Angeles, California	$127M	-$1.29M	2	2.65%	Reduced
504	Whale Rock Capital Management Boston, Massachusetts	$126M	-$25.1M	6	12.53%	Reduced
505	DL Delta Lloyd Amsterdam, Netherlands	$126M	-$419K	29	4.03%	Reduced
506	LPL Financial San Diego, California	$126M	+$412K	33	0.69%	Increased
507	HM Payson & Co Portland, Maine	$126M	+$1.75M	7	6.81%	Increased
508	HCM Highline Capital Management New York	$125M	-$9.33M	1	5.65%	Reduced
509	Crawford Investment Counsel Atlanta, Georgia	$125M	+$19.7M	9	5.43%	Increased
510	BCM Bares Capital Management Austin, Texas	$125M	+$64.5M	3	12.38%	Increased
511	JHC JFB Holdings Corp Atlanta, Georgia	$123M	-$441K	1	3.7%	Reduced
512	O'Shaughnessy Asset Management Stamford, Connecticut	$123M	+$21.7M	18	2.57%	Increased
513	Zurich Insurance Group Zurich, Switzerland	$123M	+$125M	7	4.54%	New
514	Johnson Investment Counsel Cincinnati, Ohio	$123M	+$1.33M	16	4.5%	Increased
515	BC Brahman Capital New York	$122M	+$126M	1	2.41%	New
516	CCM Cornerstone Capital Management Edina, Minnesota	$122M	-$1.9M	2	5.16%	Reduced
517	AEGON Asset Management (UK) Edinburgh, United Kingdom	$122M	-$4.72M	11	3.68%	Reduced
518	Great Lakes Advisors Chicago, Illinois	$122M	+$11.7M	18	3.77%	Increased
519	Evercore Wealth Management New York	$121M	+$6.01M	23	5.76%	Increased
520	CIBC World Markets New York	$119M	-$16.6M	12	3.21%	Reduced
521	Gofen & Glossberg Chicago, Illinois	$119M	-$1.44M	14	5.42%	Reduced
522	CM CS McKee Pittsburgh, Pennsylvania	$119M	-$6.07M	2	3.86%	Reduced
523	BWCA Brenner West Capital Advisors New York	$118M	+$18.1M	1	15.94%	Increased
524	NCA Newbrook Capital Advisors New York	$118M	-$5.1M	3	15.76%	Reduced
525	DILH Dai-ichi Life Holdings Tokyo, Japan	$118M	+$8.73M	18	3.65%	Increased