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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	MP MSD Partners New York	$107M	-$9.22M	1	8.67%	Reduced
602	Junto Capital Management New York	$107M	-$103M	4	14.09%	Reduced
603	Seizert Capital Partners Birmingham, Michigan	$107M	+$36.1M	4	3.98%	Increased
604	Hermes Investment Management London Uk, United Kingdom	$107M	+$6.87M	7	1.82%	Increased
605	EULAV Asset Management Sarasota, Florida	$107M	+$4.54M	14	5.65%	Increased
606	GCM Glynn Capital Management Menlo Park, California	$106M	+$6.38M	10	33.53%	Increased
607	Swiss Life Asset Management Zurich,	$106M	+$18.9M	18	3.61%	Increased
608	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$106M	+$11.4M	21	4.78%	Increased
609	Conning Inc Hartford, Connecticut	$106M	-$2.58M	16	4.21%	Reduced
610	CT Cambridge Trust Cambridge, Massachusetts	$106M	-$7.18M	12	7.72%	Reduced
611	Intact Investment Management Montreal, Quebec, Canada	$105M	-$4.47M	9	3.98%	Reduced
612	PCM Portolan Capital Management Boston, Massachusetts	$104M	+$21.9M	11	14.33%	Increased
613	VIM Veritas Investment Management London, United Kingdom	$104M	-$5.85M	5	19.57%	Reduced
614	Dragoneer Investment Group San Francisco, California	$104M	-$4.14M	4	23.49%	Reduced
615	GD Grandfield & Dodd New York	$104M	-$14.2K	11	13.66%	Reduced
616	JCM Janney Capital Management Pittsburgh, Pennsylvania	$104M	-$11.5M	7	4.69%	Reduced
617	T TOBAM Paris, France	$104M	-$19.4M	4	3.74%	Reduced
618	PPC Park Presidio Capital San Francisco, California	$103M	-$54.5M	3	16.18%	Reduced
619	Livforsakringsbolaget Skandia Stockholm, Sweden	$103M	-$11.1M	27	5.02%	Reduced
620	Hancock Whitney Gulfport, Mississippi	$102M	-$5.57M	9	4.05%	Reduced
621	Profund Advisors Bethesda, Maryland	$102M	+$23.1M	43	4.87%	Increased
622	RIM Rainier Investment Management Seattle, Washington	$102M	-$2.5M	9	6.62%	Reduced
623	GAM GVO Asset Management Zug, Switzerland	$102M	-$75.3M	1	13.85%	Reduced
624	Voloridge Investment Management Jupiter, Florida	$102M	-$18.3M	8	2.21%	Reduced
625	Zevenbergen Capital Investments Edmonds, Washington	$101M	-$1.29M	6	4.15%	Reduced