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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	GIP Granite Investment Partners El Segundo, California	$212M	+$28.2M	31	12.02%	Increased
552	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$211M	-$19.1M	3	16.23%	Reduced
553	Scotia Capital Toronto, Ontario, Canada	$211M	+$3.93M	23	2.72%	Increased
554	Mairs & Power Inc St Paul, Minnesota	$210M	+$15.3M	7	2.55%	Increased
555	PHS PFM Health Sciences San Francisco, California	$210M	-$117M	7	4.64%	Reduced
556	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$210M	+$4.96M	38	2.01%	Increased
557	Driehaus Capital Management Chicago, Illinois	$209M	+$10.2M	28	7.83%	Increased
558	Hardman Johnston Global Advisors Stamford, Connecticut	$208M	-$5.16M	5	9.15%	Reduced
559	QS Investors New York	$207M	+$5.57M	58	2.28%	Increased
560	Cambridge Investment Research Advisors Fairfield, Iowa	$207M	+$11.6M	49	1.98%	Increased
561	HBK Investments Dallas, Texas	$207M	-$114M	37	2.09%	Reduced
562	Avalon Investment & Advisory Houston, Texas	$206M	+$2.83M	22	4.7%	Increased
563	B BP London, United Kingdom	$206M	-$6.47M	23	7.98%	Reduced
564	TAM Tiverton Asset Management Wilimington, Delaware	$203M	+$26M	62	8.8%	Increased
565	HM Payson & Co Portland, Maine	$203M	+$185M	8	7.74%	Increased
566	Bowen Hanes & Co Ponte Vedra Beach, Florida	$202M	+$14.8M	9	8.92%	Increased
567	Adams Diversified Equity Fund Baltimore, Maryland	$200M	+$7.56M	12	10.98%	Increased
568	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$197M	+$50.4M	12	5.82%	Increased
569	MC Montag & Caldwell Atlanta, Georgia	$197M	-$4.95M	4	10.28%	Reduced
570	People's United Financial Bridgeport, Connecticut	$197M	-$4.45M	32	6.11%	Reduced
571	Letko, Brosseau & Associates Montreal, Quebec, Canada	$197M	-$102M	4	1.97%	Reduced
572	Banque Pictet & Cie Geneva 73, Switzerland	$196M	+$23.6M	13	3.77%	Increased
573	HP Hound Partners New York	$196M	+$11M	3	8.43%	Increased
574	BI BlueSpruce Investments Chicago, Illinois	$195M	+$78.4M	1	8.61%	Increased
575	ORI Oak Ridge Investments Chicago, Illinois	$195M	+$12.2M	19	12.38%	Increased