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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
176	First Manhattan New York	$566M	+$585M	28	3.9%	New
177	MLICM Metropolitan Life Insurance Company (MetLife) New York	$562M	+$567M	62	4.48%	New
178	Sentry Investments Toronto, Ontario, Canada	$560M	+$560M	5	11.99%	New
179	Putnam Investments Boston, Massachusetts	$552M	+$553M	31	1.61%	New
180	HCM Holland Capital Management Chicago, Illinois	$547M	+$557M	8	13.82%	New
181	Disciplined Growth Investors Minneapolis, Minnesota	$535M	+$536M	10	17.31%	New
182	Fiduciary Management Inc Milwaukee, Wisconsin	$532M	+$507M	3	3.32%	New
183	LBG Lloyds Banking Group London, United Kingdom	$531M	+$547M	16	5.56%	New
184	Guggenheim Capital Chicago, Illinois	$529M	+$532M	50	2.22%	New
185	Public Employees Retirement Association of Colorado Denver, Colorado	$526M	+$534M	47	4.96%	New
186	Thrivent Financial for Lutherans Minneapolis, Minnesota	$525M	+$433M	39	3.4%	New
187	Kayne Anderson Rudnick Investment Management Los Angeles, California	$524M	+$514M	13	10.61%	New
188	Comerica Bank Dallas, Texas	$524M	+$530M	47	4.27%	New
189	Alkeon Capital Management New York	$521M	+$512M	5	11.66%	New
190	CCM Criterion Capital Management San Francisco, California	$521M	+$506M	9	21.06%	New
191	DF Dent & Co Baltimore, Maryland	$515M	+$515M	9	14.66%	New
192	AIG American International Group New York	$512M	+$515M	71	3.06%	New
193	Capital Guardian Trust Los Angeles, California	$511M	+$529M	11	3.55%	New
194	Maverick Capital Dallas, Texas	$509M	+$550M	3	6.88%	New
195	Mackenzie Financial Toronto Ontario, Ontario, Canada	$509M	+$518M	20	2.43%	New
196	IVA International Value Advisers	$498M	+$509M	3	13.24%	New
197	Calamos Advisors Naperville, Illinois	$497M	+$506M	13	3.25%	New
198	Frontier Capital Management Boston, Massachusetts	$493M	+$486M	11	4.1%	New
199	Independent Franchise Partners London, United Kingdom	$490M	+$476M	2	9.37%	New
200	TI Turner Investments Berwyn, Pennsylvania	$490M	+$480M	23	6.59%	New