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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
651	DP Dearborn Partners Chicago, Illinois	$161M	+$5.09M	8	9.86%	Increased
652	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$161M	-$99.9M	1	15.14%	Reduced
653	Anchor Capital Advisors Boston, Massachusetts	$160M	-$1.33M	8	5.8%	Reduced
654	PGH Partners Group Holding Baar-Zug, Switzerland	$160M	+$71.2M	4	19.58%	Increased
655	Chartwell Investment Partners Berywn, Pennsylvania	$159M	-$9.25M	22	5.19%	Reduced
656	Bartlett & Co Wealth Management Cincinnati, Ohio	$159M	-$1.59M	20	5.91%	Reduced
657	Fuller & Thaler Asset Management San Mateo, California	$159M	+$16M	18	1.85%	Increased
658	Bartlett & Co Cincinnati, Ohio	$159M	-$1.59M	20	5.92%	Reduced
659	Credit Agricole Montrouge Cedex, France	$158M	-$1.18M	26	8.4%	Reduced
660	UMB Bank Kansas City, Missouri	$158M	+$4.62M	13	3.88%	Increased
661	HSC Harbor Spring Capital New York	$158M	-$13M	4	18.5%	Reduced
662	HP Harbourvest Partners Boston, Massachusetts	$157M	-$10.2M	6	57.68%	Reduced
663	DAM Dorsey Asset Management Chicago, Illinois	$157M	+$42.6M	3	35.15%	Increased
664	CC Carlson Capital Dallas, Texas	$157M	-$3.93M	6	2.38%	Reduced
665	RIM Redpoint Investment Management Sydney, NSW, Australia	$157M	-$14.2M	29	8.27%	Reduced
666	CCM Cadian Capital Management New York	$155M	-$51.6M	2	6.99%	Reduced
667	FI Focused Investors Los Angeles, California	$154M	-$4.84M	1	6.73%	Reduced
668	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$153M	-$6.68M	46	2.59%	Reduced
669	Synovus Financial Columbus, Georgia	$152M	-$8.89M	49	2.28%	Reduced
670	HP Hound Partners New York	$151M	-$67.3M	1	7.38%	Reduced
671	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$151M	-$1.11M	20	2.78%	Reduced
672	Erste Asset Management Vienna, Austria	$150M	-$3.65M	22	7.99%	Reduced
673	Cookson Peirce & Co Pittsburgh, Pennsylvania	$150M	+$9.8M	16	12.62%	Increased
674	BAPIM British Airways Pensions Investment Management London, United Kingdom	$149M	-$4.05M	6	5.55%	Reduced
675	BAM Barrett Asset Management New York	$149M	-$3.36M	17	9.81%	Reduced