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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	Daiwa Securities Group Tokyo, Japan	$188M	+$5.49M	36	1.48%	Increased
552	SAM Securian Asset Management St Paul, Minnesota	$187M	+$627K	34	4.64%	Increased
553	People's United Financial Bridgeport, Connecticut	$187M	-$2.7M	31	4.81%	Reduced
554	WCM Investment Management Laguna Beach, California	$185M	+$20.7M	4	1.92%	Increased
555	VanEck Associates New York	$185M	+$2.75M	12	0.87%	Increased
556	Moore Capital Management New York	$185M	-$111M	8	4.52%	Reduced
557	ORI Oak Ridge Investments Chicago, Illinois	$185M	+$25.8M	14	10.46%	Increased
558	Walleye Trading New York	$184M	+$31.6M	42	0.99%	Increased
559	IG Ithaka Group Arlington, Virginia	$183M	-$3.08M	8	28.52%	Reduced
560	Banco Santander Madrid, Spain	$183M	-$3.44M	16	2.13%	Reduced
561	Pinnacle Associates New York	$182M	-$803K	16	3.75%	Reduced
562	Gofen & Glossberg Chicago, Illinois	$182M	+$2.77M	15	6.76%	Increased
563	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$182M	-$31.5M	18	6.3%	Reduced
564	EMG ETF Managers Group Summit, New Jersey	$181M	+$10.7M	25	13.04%	Increased
565	Parallax Volatility Advisers San Francisco, California	$181M	-$57M	36	0.26%	Reduced
566	Cincinnati Financial Corp Fairfield, Ohio	$179M	$0	4	7.62%	Maintained
567	Foresters Investment Management New York	$179M	-$21.3M	6	3.05%	Reduced
568	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$178M	+$1.72M	4	15.95%	Increased
569	Driehaus Capital Management Chicago, Illinois	$178M	+$8.91M	27	6%	Increased
570	SI Standard Investments New York	$178M	+$18.6M	2	18.26%	Increased
571	Soros Fund Management New York	$177M	+$68.8M	10	2.83%	Increased
572	RCW Rheos Capital Works Tokyo, Japan	$176M	$0	2	24.85%	Maintained
573	South Texas Money Management San Antonio, Texas	$174M	+$13.9M	9	7.61%	Increased
574	E. Ohman J:or Asset Management Stockholm, Sweden	$173M	+$24M	23	12.35%	Increased
575	New Mexico Educational Retirement Board Santa Fe, New Mexico	$173M	-$11.4M	33	6.8%	Reduced