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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	First Foundation Advisors Irvine, California	$228M	+$15.4M	9	11.27%	Increased
552	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$226M	+$20M	15	3.79%	Increased
553	E. Ohman J:or Asset Management Stockholm, Sweden	$226M	+$16M	33	12.51%	Increased
554	Oppenheimer & Co New York	$226M	+$10M	45	5.59%	Increased
555	Crossmark Global Holdings Houston, Texas	$226M	-$9.9M	46	6.2%	Reduced
556	Quantitative Investment Management Charlottesville, Virginia	$225M	+$163M	27	6.8%	Increased
557	River Road Asset Management Louisville, Kentucky	$224M	+$40M	5	3.54%	Increased
558	Schonfeld Strategic Advisors New York	$222M	+$74.3M	65	5.41%	Increased
559	Maverick Capital Dallas, Texas	$222M	-$39.2M	18	3.23%	Reduced
560	Profund Advisors Bethesda, Maryland	$221M	+$20.4M	50	9.64%	Increased
561	Great Lakes Advisors Chicago, Illinois	$221M	-$16.5M	27	4.75%	Reduced
562	MC Maplelane Capital New York	$219M	+$11.7M	12	5.93%	Increased
563	BTP Bloom Tree Partners New York	$219M	+$4.37M	4	18.39%	Increased
564	AAM AO Asset Management New York	$217M	-$50.5M	15	19.75%	Reduced
565	Pinnacle Associates New York	$217M	-$3.35M	16	4.75%	Reduced
566	Whittier Trust South Pasadena, California	$217M	+$2.39M	52	5.68%	Increased
567	ETF Managers Group Summit, New Jersey	$216M	-$5.86M	43	7.52%	Reduced
568	MUFG Americas New York	$216M	-$2.56M	25	5.58%	Reduced
569	Fiduciary Trust Boston, Massachusetts	$215M	-$1.89M	23	5.02%	Reduced
570	Sawgrass Asset Management Ponte Vedra Beach, Florida	$215M	+$164K	11	16.21%	Increased
571	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$215M	+$2.62M	41	7.27%	Increased
572	SC US (TTGP) Menlo Park, California	$214M	$0	1	9.2%	Maintained
573	Boston Financial Management Boston, Massachusetts	$213M	+$2.5M	16	11.68%	Increased
574	DCM Dupont Capital Management Wilmington, Delaware	$213M	+$8.9M	47	4.77%	Increased
575	Capital Investment Services of America Milwaukee, Wisconsin	$213M	+$1.51M	13	28.64%	Increased