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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
126	GE General Electric Evendale, Ohio	$891M	+$890M	7	4.67%	New
127	Axa Paris, France	$890M	+$908M	29	4.73%	New
128	Jensen Investment Management Lake Oswego, Oregon	$883M	+$887M	6	14.48%	New
129	Generation Investment Management London, United Kingdom	$882M	+$889M	5	17.03%	New
130	Epoch Investment Partners New York	$872M	+$859M	4	4.35%	New
131	ING Group Amsterdam, Netherlands	$870M	+$864M	19	4.59%	New
132	Pzena Investment Management New York	$862M	+$875M	2	5.74%	New
133	RIM Rainier Investment Management Seattle, Washington	$862M	+$878M	16	7.81%	New
134	NFA Nationwide Fund Advisors Columbus, Ohio	$849M	+$851M	67	4.47%	New
135	KeyBank National Association Cleveland, Ohio	$846M	+$868M	30	3.12%	New
136	Janus Henderson Group London,	$835M	+$847M	25	9.77%	New
137	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$828M	+$835M	42	4.69%	New
138	BCM Brown Capital Management Baltimore, Maryland	$823M	+$790M	12	17.63%	New
139	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$811M	+$817M	11	6.12%	New
140	Boston Partners Boston, Massachusetts	$792M	+$765M	7	2.18%	New
141	Manning & Napier Advisors Fairport, New York	$791M	+$783M	8	4.21%	New
142	1832 Asset Management Toronto, Ontario, Canada	$758M	+$765M	14	3.32%	New
143	BNP Paribas Asset Management Paris, France	$757M	+$778M	24	5.62%	New
144	Cornerstone Investment Partners Atlanta, Georgia	$751M	+$768M	3	11.65%	New
145	First Pacific Advisors El Segundo, California	$747M	+$748M	2	7.96%	New
146	Northern Trust Company of Connecticut Stamford, Connecticut	$746M	+$749M	56	5.06%	New
147	SG Americas Securities New York	$735M	+$748M	39	3.59%	New
148	Gateway Investment Advisers Cincinnati, Ohio	$732M	+$740M	16	6.36%	New
149	Columbia Wanger Asset Management Chicago, Illinois	$723M	+$719M	9	3.16%	New
150	Sanders Capital West Palm Beach, Florida	$713M	+$708M	2	9.73%	New