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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
526	Emerald Advisers Leola, Pennsylvania	$117M	+$8.43M	14	6.1%	Increased
527	Miller Howard Investments Kingston, New York	$116M	-$3.46M	3	1.93%	Reduced
528	MVUM Matrix VIII US Management Cambridge, Massachusetts	$116M	-$48.9M	1	100%	Reduced
529	FFA First Foundation Advisors Irvine, California	$116M	-$1.58M	4	9.52%	Reduced
530	Dana Investment Advisors Waukesha, Wisconsin	$116M	-$9.59M	8	5.46%	Reduced
531	MUFG Americas New York	$116M	-$377K	28	4.32%	Reduced
532	OMERS Administration Corp Toronto, Ontario, Canada	$116M	-$11.4M	13	3.37%	Reduced
533	Comgest Global Investors Paris, France	$115M	-$39.7M	6	4.37%	Reduced
534	LCS Levin Capital Strategies New York	$115M	-$71.8M	4	1.96%	Reduced
535	TU TDAM USA Toronto, Ontario, Canada	$115M	-$23.9M	11	5.83%	Reduced
536	CC Crosslink Capital Menlo Park, California	$113M	-$2.53M	8	15.73%	Reduced
537	Pinnacle Associates New York	$113M	-$1.78M	10	2.49%	Reduced
538	Becker Capital Management Portland, Oregon	$113M	-$35.9M	5	5.08%	Reduced
539	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$112M	+$11.6M	2	14.7%	Increased
540	PineBridge Investments New York	$111M	+$51.2M	31	4.73%	Increased
541	Scout Investments Kansas City, Missouri	$111M	-$43.1M	7	2.59%	Reduced
542	Markel Group Glen Allen, Virginia	$111M	+$2.86M	6	2.92%	Increased
543	Zacks Investment Management Chicago, Illinois	$111M	-$6.2M	21	3.85%	Reduced
544	WestEnd Advisors Charlotte, North Carolina	$111M	-$106M	1	5.59%	Reduced
545	Tiger Global Management New York	$110M	-$7.19M	5	1.35%	Reduced
546	Bradley Foster & Sargent Hartford, Connecticut	$110M	-$1.32M	11	5.42%	Reduced
547	FCM Fairholme Capital Management South Miami, Florida	$109M	+$117M	1	3.15%	New
548	Driehaus Capital Management Chicago, Illinois	$109M	+$15.5M	17	3.94%	Increased
549	Zevenbergen Capital Investments Edmonds, Washington	$109M	+$12M	5	4.68%	Increased
550	Discovery Capital Management South Norwalk, Connecticut	$109M	+$107M	2	1.21%	Increased