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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
576	RG Renaissance Group Covington, Kentucky	$96.5M	-$39.2M	9	3.8%	Reduced
577	Mirae Asset Global Investments Seoul, South Korea	$96.1M	-$80.3M	10	3.47%	Reduced
578	Fiduciary Trust Boston, Massachusetts	$95.4M	-$3.39M	7	4.21%	Reduced
579	Impax Asset Management (UK) London, United Kingdom	$95.4M	+$2.98M	2	8.16%	Increased
580	Check Capital Management Costa Mesa, California	$95.3M	+$3.96M	4	8.92%	Increased
581	Parallax Volatility Advisers San Francisco, California	$95.1M	+$16.4M	40	0.3%	Increased
582	Jupiter Asset Management London, United Kingdom	$95M	-$5.88M	7	3.17%	Reduced
583	BPM Bronson Point Management Fairfield, Connecticut	$94.9M	+$7.93M	2	5.76%	Increased
584	Marshall Wace London, United Kingdom	$94.3M	+$39.7M	18	1.36%	Increased
585	D.A. Davidson & Co Great Falls, Montana	$94.2M	-$1.22M	42	3.19%	Reduced
586	Meag Munich Ergo Munich, Germany	$93.9M	+$21.5M	6	4.33%	Increased
587	BAM Barrett Asset Management New York	$93.8M	-$1.32M	9	7.59%	Reduced
588	OI Oakbrook Investments Lisle, Illinois	$93.7M	-$41.5M	15	5.04%	Reduced
589	CCM Cadence Capital Management Boston, Massachusetts	$93.4M	-$18.9M	20	4.93%	Reduced
590	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$93.3M	+$326K	40	4.47%	Increased
591	Clifford Swan Investment Counsel Pasadena, California	$92.9M	-$558K	5	6.34%	Reduced
592	Todd Asset Management Louisville, Kentucky	$92.9M	-$15.6M	6	2.66%	Reduced
593	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$92.7M	+$89.2M	1	10.66%	New
594	SA Smithwood Advisers Los Angeles, California	$92.7M	-$14.2M	1	5.95%	Reduced
595	ZWJ Investment Counsel Atlanta, Georgia	$92.6M	+$1.84M	6	9.97%	Increased
596	People's United Financial Bridgeport, Connecticut	$92.4M	+$552K	20	4.9%	Increased
597	TP Theleme Partners London, United Kingdom	$92.3M	+$16.7M	1	6.13%	Increased
598	Oppenheimer & Co New York	$92.1M	-$3.57M	26	2.74%	Reduced
599	LMR Partners London, United Kingdom	$91.9M	+$54M	7	7.32%	Increased
600	ROIC Route One Investment Company San Francisco, California	$91M	$0	1	21.03%	Maintained