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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	Daiwa Securities Group Tokyo, Japan	$105M	-$1.22M	24	0.66%	Reduced
602	TCG Tremblant Capital Group West Palm Beach, Florida	$105M	+$40.3M	2	6.16%	Increased
603	PPC Park Presidio Capital San Francisco, California	$105M	+$45.1M	3	17.72%	Increased
604	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$105M	-$6.65M	32	4.35%	Reduced
605	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$104M	-$3.05M	31	2.25%	Reduced
606	Avalon Investment & Advisory Houston, Texas	$104M	-$1.56M	7	4.52%	Reduced
607	OI Oakbrook Investments Lisle, Illinois	$104M	+$5.53M	20	6.7%	Increased
608	JHC JFB Holdings Corp Atlanta, Georgia	$104M	-$539K	1	3.09%	Reduced
609	Bridgewater Associates Westport, Connecticut	$104M	-$15.5M	8	1.31%	Reduced
610	Ferguson Wellman Capital Management Portland, Oregon	$103M	+$16.7M	6	4.39%	Increased
611	RIM Rainier Investment Management Seattle, Washington	$103M	-$82.6M	8	4.61%	Reduced
612	LCS Levin Capital Strategies New York	$103M	-$11.2M	6	1.86%	Reduced
613	SC Stralem & Co New York	$103M	-$11.2M	5	11.21%	Reduced
614	Whittier Trust South Pasadena, California	$102M	+$22.2M	28	4.52%	Increased
615	GIP Granite Investment Partners El Segundo, California	$102M	+$21.8M	20	9.24%	Increased
616	PHS PFM Health Sciences San Francisco, California	$101M	+$25.4M	2	3.13%	Increased
617	SB Simmons Bank Pine Bluff, Arkansas	$100M	+$95.1M	9	11.19%	New
618	Trillium Asset Management Boston, Massachusetts	$100M	-$5.33M	13	6.67%	Reduced
619	Junto Capital Management New York	$99.6M	-$22.2M	3	17.06%	Reduced
620	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$99.1M	-$34.5M	1	16.8%	Reduced
621	CAM Cortina Asset Management Milwaukee, Wisconsin	$99M	-$12.6M	10	4.48%	Reduced
622	RG Renaissance Group Covington, Kentucky	$98.9M	-$2.54M	8	3.98%	Reduced
623	CC Capital Counsel New York	$98.9M	-$108M	5	8.94%	Reduced
624	Bartlett & Co Cincinnati, Ohio	$98.4M	+$7.73M	12	4.94%	Increased
625	Barings Charlotte, North Carolina	$97.5M	+$12.4M	30	2.6%	Increased