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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	Natixis Paris, France	$153M	-$40.8M	17	1.76%	Reduced
502	HI Honeywell International Charlotte, North Carolina	$153M	-$76.1M	6	5.31%	Reduced
503	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$152M	-$24.8M	4	9.85%	Reduced
504	SG Americas Securities New York	$152M	-$13.8M	60	1.59%	Reduced
505	Pinnacle Associates New York	$151M	-$5.15M	10	3.03%	Reduced
506	PCM Palestra Capital Management New York	$149M	-$45.6M	2	14.2%	Reduced
507	CCP Clarkston Capital Partners Rochester, Michigan	$149M	+$2.5M	5	7.19%	Increased
508	KI Kalmar Investments Greenville, Delaware	$149M	+$482K	9	6.79%	Increased
509	B BP London, United Kingdom	$148M	+$18.3M	16	5.72%	Increased
510	DILH Dai-ichi Life Holdings Tokyo, Japan	$148M	-$11.6M	22	4.5%	Reduced
511	PIM Platinum Investment Management Sydney Australia 2000, Australia	$147M	-$240K	1	3.42%	Reduced
512	SAM Southernsun Asset Management Memphis, Tennessee	$146M	-$2.73M	1	3.65%	Reduced
513	Johnson Investment Counsel Cincinnati, Ohio	$146M	+$10.3M	17	4.67%	Increased
514	SRS Investment Management New York	$146M	+$39M	2	3.85%	Increased
515	CEP Chicago Equity Partners Chicago, Illinois	$145M	+$12.2M	21	4.01%	Increased
516	Haverford Trust Company Radnor, Pennsylvania	$144M	-$18.2M	6	3.58%	Reduced
517	CIM Calvert Investment Management Bethesda, Maryland	$142M	+$1.72M	35	5.22%	Increased
518	Montrusco Bolton Investments Montreal, Quebec, Canada	$141M	+$16.2M	5	8.69%	Increased
519	PC Paulson & Co New York	$140M	-$4.09M	1	1.52%	Reduced
520	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$140M	-$4.34M	2	11.32%	Reduced
521	MCI McDonald Capital Investors Orinda, California	$139M	+$17.3M	2	13.23%	Increased
522	CAM Cortina Asset Management Milwaukee, Wisconsin	$138M	+$25.1M	11	5.96%	Increased
523	ACR Alpine Capital Research St. Louis, Missouri	$136M	-$976K	1	9.4%	Reduced
524	Cambiar Investors Denver, Colorado	$135M	-$29.8M	3	1.96%	Reduced
525	Bradley Foster & Sargent Hartford, Connecticut	$134M	+$18.5M	16	5.88%	Increased