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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	MUFG Americas New York	$161M	+$1.36M	20	5.06%	Increased
577	Marshall Wace Asia Central, Hong Kong	$160M	+$33.2M	3	5.9%	Increased
578	HP Hound Partners New York	$160M	+$30.2M	1	5.13%	Increased
579	Markel Group Glen Allen, Virginia	$159M	+$331K	6	3.03%	Increased
580	Bowen Hanes & Co Ponte Vedra Beach, Florida	$158M	+$3M	9	7.95%	Increased
581	BOK Financial Tulsa, Oklahoma	$156M	+$14.8M	27	4.46%	Increased
582	New Mexico Educational Retirement Board Santa Fe, New Mexico	$156M	-$10.6M	33	7.43%	Reduced
583	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$155M	$0	1	23.91%	Maintained
584	HAM HHR Asset Management Berkeley Heights, New Jersey	$155M	-$26.7M	4	11.72%	Reduced
585	OAM Oxford Asset Management Oxford, United Kingdom	$154M	-$44.4M	51	4.01%	Reduced
586	UH Unigestion Holding Geneva, Switzerland	$153M	-$52.8M	15	3.84%	Reduced
587	Scout Investments Kansas City, Missouri	$153M	-$7.54M	9	3.84%	Reduced
588	OA Oak Associates Akron, Ohio	$153M	+$10.1M	12	10.77%	Increased
589	Fiduciary Trust Boston, Massachusetts	$151M	-$1.29M	19	4.64%	Reduced
590	VEPM Vista Equity Partners Management San Francisco, California	$151M	-$4.46M	10	17.94%	Reduced
591	FA Friess Associates Greenville, Delaware	$151M	+$7.3M	12	12.9%	Increased
592	Oppenheimer & Co New York	$151M	+$223K	37	4.71%	Increased
593	SA SQ Advisors Naples, Florida	$150M	-$6.8M	1	5.74%	Reduced
594	ORI Oak Ridge Investments Chicago, Illinois	$150M	-$13M	15	10.82%	Reduced
595	GIP Granite Investment Partners El Segundo, California	$150M	-$7.55M	24	10.96%	Reduced
596	MNBTD Moody National Bank Trust Division Galveston, Texas	$149M	+$2.99M	44	4.24%	Increased
597	Personal Capital Advisors Redwood City, California	$149M	+$4.03M	12	2%	Increased
598	Driehaus Capital Management Chicago, Illinois	$149M	-$14.5M	27	6.37%	Reduced
599	TAM Tiverton Asset Management Wilimington, Delaware	$149M	+$13M	51	8.92%	Increased
600	Banque Pictet & Cie Geneva 73, Switzerland	$149M	+$11.4M	11	3.03%	Increased