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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	DVI Deccan Value Investors Greenwich, Connecticut	$142M	$0	1	10.34%	Maintained
527	HCM Hoplite Capital Management New York	$141M	-$75.9M	3	7.25%	Reduced
528	Comgest Global Investors Paris, France	$141M	+$6.07M	6	4.58%	Increased
529	Montrusco Bolton Investments Montreal, Quebec, Canada	$141M	-$7.2M	5	7.74%	Reduced
530	Homestead Advisers Arlington, Virginia	$141M	$0	2	2.21%	Maintained
531	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$139M	+$16.1M	33	2.75%	Increased
532	Gofen & Glossberg Chicago, Illinois	$139M	-$308K	16	5.66%	Reduced
533	HCM HMI Capital Management San Francisco, California	$138M	+$6.77M	2	21.59%	Increased
534	Marsico Capital Management Denver, Colorado	$138M	+$14.5M	9	6.1%	Increased
535	MUFG Americas New York	$138M	-$2.99M	27	4.58%	Reduced
536	Amalgamated Bank New York	$137M	+$24.5M	52	6.21%	Increased
537	Meyer Handelman Company Rye Brook, New York	$137M	-$228K	9	6.08%	Reduced
538	Assenagon Asset Management Senningerberg, Luxembourg	$136M	+$136M	9	2.55%	New
539	QIM Quantitative Investment Management Charlottesville, Virginia	$136M	+$73.2M	26	3.42%	Increased
540	CP Coho Partners Berwyn, Pennsylvania	$135M	+$702K	4	4.69%	Increased
541	SCH Sylebra Capital (HK) Hong Kong	$133M	-$24.8M	1	13.23%	Reduced
542	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$133M	-$3.8M	2	10.24%	Reduced
543	SAM Southernsun Asset Management Memphis, Tennessee	$133M	-$10.1M	1	3.39%	Reduced
544	MCM McKinley Capital Management Anchorage, Alaska	$133M	+$6.39M	14	5.22%	Increased
545	HM Payson & Co Portland, Maine	$132M	-$2.44M	9	6.28%	Reduced
546	BAPIM British Airways Pensions Investment Management London, United Kingdom	$131M	$0	2	3.8%	Maintained
547	Daiwa Securities Group Tokyo, Japan	$131M	+$18.7M	30	0.84%	Increased
548	Intact Investment Management Montreal, Quebec, Canada	$131M	+$14.4M	10	4.84%	Increased
549	Cullen/Frost Bankers San Antonio, Texas	$130M	+$4.77M	12	4.47%	Increased
550	ORI Oak Ridge Investments Chicago, Illinois	$129M	-$59.3M	9	4.19%	Reduced