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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
601	Samlyn Capital New York	$88.4M	+$11.9M	1	2.01%	Increased
602	People's United Financial Bridgeport, Connecticut	$87.8M	+$4.49M	19	4.67%	Increased
603	ZWJ Investment Counsel Atlanta, Georgia	$87.3M	-$608K	6	9.74%	Reduced
604	Everett Harris & Co Los Angeles, California	$87.3M	-$7.89M	5	3.22%	Reduced
605	Nippon Life Global Investors Americas New York	$87.3M	+$5.1M	7	8.21%	Increased
606	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$86.9M	+$3.8M	27	2.74%	Increased
607	FFA First Foundation Advisors Irvine, California	$86.6M	-$3.17M	4	9.44%	Reduced
608	PRA Parametric Risk Advisors Westport, Connecticut	$86.5M	+$952K	6	5.67%	Increased
609	WesBanco Bank Wheeling, West Virginia	$86.2M	-$3.14M	14	4.81%	Reduced
610	Cubist Systematic Strategies Stamford, Connecticut	$86.1M	+$85.1M	43	5.18%	New
611	BPM Bronson Point Management Fairfield, Connecticut	$86M	+$86.4M	2	4.44%	New
612	HP Holowesko Partners Nassau, Bahamas	$85.5M	-$37.6M	1	5.17%	Reduced
613	GL GLG LLC New York	$85.3M	+$14.5M	19	2.52%	Increased
614	Vaughan David Investments Peoria, Illinois	$85.2M	-$2.28M	4	5.1%	Reduced
615	HCM Huber Capital Management El Segundo, California	$84.7M	-$5M	2	2.17%	Reduced
616	SAM Securian Asset Management St Paul, Minnesota	$84.4M	+$389K	27	2.86%	Increased
617	IHL Investment House LLC Redondo Beach, California	$84.3M	-$1M	14	14.43%	Reduced
618	M&T Bank Buffalo, New York	$84.2M	-$2.92M	20	3.52%	Reduced
619	Dana Investment Advisors Waukesha, Wisconsin	$84M	+$18.7M	7	4.91%	Increased
620	ANI American National Insurance Galveston, Texas	$83.9M	+$6.75M	13	5.08%	Increased
621	TAM Third Avenue Management New York	$83.5M	-$2.36M	3	1.61%	Reduced
622	WEC White Elm Capital Greenwich, Connecticut	$83.4M	+$11.4M	2	6.87%	Increased
623	Scotia Capital Toronto, Ontario, Canada	$82.6M	+$10.1M	12	1.78%	Increased
624	Cannell & Spears New York	$82.6M	-$9.63M	6	9.76%	Reduced
625	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$82.2M	+$6.26M	5	4.81%	Increased