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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	AIM Assured Investment Management New York	$121M	-$15.2M	18	2.25%	Reduced
577	CCM Cadian Capital Management New York	$120M	-$79.8M	4	6.39%	Reduced
578	UBS O'Connor Chicago, Illinois	$120M	-$40.6M	9	2.31%	Reduced
579	FCM Flinton Capital Management Philadelphia, Pennsylvania	$119M	+$118M	20	5.24%	New
580	LCM Logan Capital Management Newtown Square, Pennsylvania	$119M	+$740K	15	9.57%	Increased
581	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$119M	+$8.59M	22	5.04%	Increased
582	VM Valinor Management New York	$119M	+$23.9M	1	3.54%	Increased
583	TCTC Holdings Dallas, Texas	$119M	-$1.03M	9	7.22%	Reduced
584	Adams Diversified Equity Fund Baltimore, Maryland	$119M	+$8.38M	8	7.35%	Increased
585	Capital International Los Angeles, California	$118M	+$25.9M	5	8.26%	Increased
586	Country Trust Bank Bloomington, Illinois	$118M	-$997K	10	6%	Reduced
587	TU TDAM USA Toronto, Ontario, Canada	$118M	-$8.62M	12	6.18%	Reduced
588	Fiduciary Trust Boston, Massachusetts	$118M	+$1.69M	15	3.81%	Increased
589	FFA First Foundation Advisors Irvine, California	$117M	-$12.6M	4	7.67%	Reduced
590	Conning Inc Hartford, Connecticut	$117M	+$3.32M	15	4.67%	Increased
591	EverPoint Asset Management Stamford, Connecticut	$117M	+$45.7M	13	2.17%	Increased
592	Nippon Life Global Investors Americas New York	$116M	-$381K	8	10.71%	Reduced
593	Becker Capital Management Portland, Oregon	$116M	-$6.26M	5	4.3%	Reduced
594	Rathbones Group Liverpool, United Kingdom	$116M	+$17M	12	5.82%	Increased
595	EULAV Asset Management Sarasota, Florida	$116M	+$12.9M	17	6.24%	Increased
596	Jefferies Group New York	$116M	+$35.8M	38	0.65%	Increased
597	Bridgeway Capital Management Houston, Texas	$115M	+$13M	24	1.51%	Increased
598	Chilton Investment Company Stamford, Connecticut	$115M	+$22.5M	3	4.66%	Increased
599	AC Ascend Capital Orinda, California	$115M	+$91.3M	6	5.72%	Increased
600	New Mexico Educational Retirement Board Santa Fe, New Mexico	$114M	+$5.41M	17	5.29%	Increased