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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	QS Investors New York	$168M	-$51.1M	56	1.44%	Reduced
502	WP Wedgewood Partners St Louis, Missouri	$168M	-$13.1M	2	4.32%	Reduced
503	USSCPF United States Steel & Carnegie Pension Fund New York	$167M	$0	2	5.24%	Maintained
504	CCP Clarkston Capital Partners Rochester, Michigan	$167M	+$1.14M	7	7.82%	Increased
505	Pinnacle Associates New York	$167M	-$1.47M	10	3.19%	Reduced
506	Haverford Trust Company Radnor, Pennsylvania	$166M	+$1.89M	7	3.8%	Increased
507	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$166M	+$10.1M	2	10.44%	Increased
508	AEGON Asset Management (UK) Edinburgh, United Kingdom	$166M	+$55.5M	9	4.45%	Increased
509	CAM Contour Asset Management New York	$166M	+$37.8M	4	10.93%	Increased
510	B BP London, United Kingdom	$163M	-$10.7M	18	6.17%	Reduced
511	Dragoneer Investment Group San Francisco, California	$163M	-$13.6M	6	28.95%	Reduced
512	Adams Diversified Equity Fund Baltimore, Maryland	$162M	+$28.4M	10	9.3%	Increased
513	SCM Stevens Capital Management Radnor, Pennsylvania	$161M	+$72.3M	31	6.11%	Increased
514	Meag Munich Ergo Munich, Germany	$161M	+$83.9M	13	6.36%	Increased
515	Whale Rock Capital Management Boston, Massachusetts	$160M	-$70.2M	3	8.7%	Reduced
516	Madison Investment Holdings Madison, Wisconsin	$160M	-$2.85M	6	2.97%	Reduced
517	UBS O'Connor Chicago, Illinois	$159M	+$25.3M	12	2.69%	Increased
518	Seizert Capital Partners Birmingham, Michigan	$159M	+$39.9M	5	5.63%	Increased
519	Mondrian Investment Partners London, United Kingdom	$158M	-$10.4M	2	4.46%	Reduced
520	SCCM Schafer Cullen Capital Management New York	$158M	-$1.32M	2	2.03%	Reduced
521	WAM World Asset Management Detroit, Michigan	$158M	+$20.8M	44	5.11%	Increased
522	Tiger Global Management New York	$154M	$0	2	1.55%	Maintained
523	SCM Sirios Capital Management Boston, Massachusetts	$154M	-$77.3M	4	7.04%	Reduced
524	NCA Newbrook Capital Advisors New York	$152M	-$33.9M	2	13.64%	Reduced
525	Daiwa Securities Group Tokyo, Japan	$151M	+$4.34M	30	0.95%	Increased