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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	Daiwa Securities Group Tokyo, Japan	$482M	+$25.8M	66	3.25%	Increased
502	CRCM Cat Rock Capital Management Greenwich, Connecticut	$481M	+$28.8M	4	40.64%	Increased
503	MC Martin Currie Edinburgh, United Kingdom	$478M	+$89.5M	5	16.47%	Increased
504	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$477M	+$20M	91	4.83%	Increased
505	ROIC Route One Investment Company San Francisco, California	$475M	+$22.9M	2	11.42%	Increased
506	SW SVB Wealth Boston, Massachusetts	$470M	-$11.6M	32	5.96%	Reduced
507	FA FDx Advisors Chicago, Illinois	$468M	+$29.1M	53	15.54%	Increased
508	AVA Atlas Venture Advisors Boston, Massachusetts	$468M	+$468M	1	48.54%	New
509	LCP LGT Capital Partners Pfaeffikon, Switzerland	$467M	-$841K	6	13.21%	Reduced
510	Cincinnati Financial Corp Fairfield, Ohio	$465M	+$2.46M	4	11.37%	Increased
511	CRC Cedar Rock Capital London, United Kingdom	$464M	-$18.6M	1	10.55%	Reduced
512	Schonfeld Strategic Advisors New York	$464M	-$17.9M	65	4.93%	Reduced
513	MCM Mudrick Capital Management New York	$461M	-$125M	1	50.63%	Reduced
514	Vaughan Nelson Investment Management Houston, Texas	$460M	+$176M	5	4.66%	Increased
515	WorldQuant Millennium Advisors New York	$460M	-$198M	29	10.16%	Reduced
516	Royce & Associates New York	$460M	-$38.9M	35	3.16%	Reduced
517	Norinchukin Bank Tokyo, Japan	$458M	+$8.89M	32	6.62%	Increased
518	1WCM 12 West Capital Management New York	$455M	+$123M	4	19.08%	Increased
519	Scharf Investments Los Gatos, California	$454M	+$14.7M	5	13.79%	Increased
520	Clal Insurance Tel-Aviv, Israel	$453M	+$78.5M	9	5.18%	Increased
521	Antipodes Partners Royal Exchange, Australia	$446M	+$73.3M	4	16.09%	Increased
522	MML Investors Services Springfield, Massachusetts	$441M	+$18M	75	3.71%	Increased
523	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$440M	+$15.4M	7	23.05%	Increased
524	Jefferies Group New York	$439M	+$267M	44	2.77%	Increased
525	Waverton Investment Management London, United Kingdom	$438M	+$18.3M	4	17%	Increased