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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
551	Cullen/Frost Bankers San Antonio, Texas	$124M	-$2.41M	12	4.47%	Reduced
552	BAPIM British Airways Pensions Investment Management London, United Kingdom	$124M	-$30.8M	2	3.66%	Reduced
553	MCM McKinley Capital Management Anchorage, Alaska	$124M	+$53.6M	14	4.47%	Increased
554	FFA First Foundation Advisors Irvine, California	$124M	-$7.48M	5	8.56%	Reduced
555	CC Cannell & Co New York	$123M	+$5.41M	10	4.49%	Increased
556	PCP P2 Capital Partners New York	$123M	-$48.4M	2	19.34%	Reduced
557	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$123M	+$1.6M	35	4.36%	Increased
558	SCGE Management Menlo Park, California	$122M	+$22.3M	5	34.01%	Increased
559	BWCA Brenner West Capital Advisors New York	$122M	-$8.32M	1	10.89%	Reduced
560	BPI Battery Partners IX Boston, Massachusetts	$120M	+$58.6M	2	57.01%	Increased
561	ESCM Echo Street Capital Management New York	$120M	+$32.8M	11	5.08%	Increased
562	GC GMT Capital Atlanta, Georgia	$120M	-$9.77M	2	2.46%	Reduced
563	Ferguson Wellman Capital Management Portland, Oregon	$120M	-$4.72M	8	5.13%	Reduced
564	SC SRB Corp Boston, Massachusetts	$119M	+$19.3K	3	17.42%	Increased
565	TU TDAM USA Toronto, Ontario, Canada	$119M	+$1.33M	12	5.88%	Increased
566	TGCM Tukman Grossman Capital Management Larkspur, California	$119M	-$47.6M	2	9.26%	Reduced
567	USSCPF United States Steel & Carnegie Pension Fund New York	$118M	-$17.3M	2	3.5%	Reduced
568	SAM Securian Asset Management St Paul, Minnesota	$118M	+$1.62M	33	3.2%	Increased
569	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$118M	+$23.6M	32	2.49%	Increased
570	Baupost Group Boston, Massachusetts	$118M	-$45.6M	1	1.67%	Reduced
571	Anchor Capital Advisors Boston, Massachusetts	$117M	-$45M	6	3.93%	Reduced
572	AEGON Asset Management (UK) Edinburgh, United Kingdom	$117M	-$8.16M	13	3.29%	Reduced
573	Becker Capital Management Portland, Oregon	$117M	+$1.16M	5	4.57%	Increased
574	CPIM Columbia Partners Investment Management Alexandria, Virginia	$116M	+$3.34M	23	9.05%	Increased
575	Copeland Capital Management Conshohocken, Pennsylvania	$115M	+$42.7M	7	7.4%	Increased