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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	AIM Assured Investment Management New York	$134M	-$60.9M	22	3.07%	Reduced
527	MC Montag & Caldwell Atlanta, Georgia	$134M	+$40.7M	5	2.81%	Increased
528	Impax Asset Management (UK) London, United Kingdom	$133M	+$20.2M	3	6.11%	Increased
529	GIP Granite Investment Partners El Segundo, California	$133M	-$19.2M	21	9.9%	Reduced
530	Markel Group Glen Allen, Virginia	$133M	+$2.05M	7	3.42%	Increased
531	Maverick Capital Dallas, Texas	$132M	-$142M	6	1.57%	Reduced
532	MUFG Americas New York	$132M	+$2.47M	25	4.49%	Increased
533	Gofen & Glossberg Chicago, Illinois	$132M	+$56.9K	15	5.47%	Increased
534	Samlyn Capital New York	$132M	+$30.2M	4	3.14%	Increased
535	Homestead Advisers Arlington, Virginia	$132M	+$3.89M	2	2.18%	Increased
536	DVI Deccan Value Investors Greenwich, Connecticut	$132M	-$19.7M	1	12.22%	Reduced
537	WAM World Asset Management Detroit, Michigan	$131M	+$6.88M	43	4.65%	Increased
538	PHS PFM Health Sciences San Francisco, California	$131M	+$77.2M	3	3.84%	Increased
539	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$131M	-$13.1M	9	1.75%	Reduced
540	HM Payson & Co Portland, Maine	$131M	-$9.05M	9	6.38%	Reduced
541	DCM Dupont Capital Management Wilmington, Delaware	$130M	-$13.9M	21	2.91%	Reduced
542	Candriam SCA Strassen, Luxembourg, Luxembourg	$129M	+$11.9M	20	3.11%	Increased
543	Meyer Handelman Company Rye Brook, New York	$129M	+$4.75M	9	5.79%	Increased
544	Mirae Asset Global Investments Seoul, South Korea	$128M	+$18.1M	16	2.65%	Increased
545	RG Renaissance Group Covington, Kentucky	$128M	-$3.43M	7	5.17%	Reduced
546	HCM HMI Capital Management San Francisco, California	$128M	-$12.2M	2	21.29%	Reduced
547	Marsico Capital Management Denver, Colorado	$128M	-$3.53M	8	4.78%	Reduced
548	Comgest Global Investors Paris, France	$127M	+$6.08M	6	3.78%	Increased
549	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$125M	-$1.96M	32	1.48%	Reduced
550	TP Thunderbird Partners London, United Kingdom	$125M	-$38.3M	1	14.24%	Reduced