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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	Geneva Capital Management Milwaukee, Wisconsin	$570M	-$169M	14	13.53%	Reduced
177	Guggenheim Capital Chicago, Illinois	$567M	+$6.69M	52	2.04%	Increased
178	GE General Electric Evendale, Ohio	$566M	-$344M	7	2.84%	Reduced
179	Kayne Anderson Rudnick Investment Management Los Angeles, California	$559M	-$21.2M	12	10.48%	Reduced
180	British Columbia Investment Management Victoria, British Columbia, Canada	$542M	-$87M	21	4.56%	Reduced
181	Longview Partners St Peter Port, Guernsey	$542M	+$63.7M	1	5.03%	Increased
182	Westfield Capital Management Boston, Massachusetts	$538M	-$22.1M	12	3.44%	Reduced
183	Comerica Bank Dallas, Texas	$537M	-$2.72M	55	3.74%	Reduced
184	Parnassus Investments San Francisco, California	$530M	+$14.2M	10	6.07%	Increased
185	Manning & Napier Advisors Fairport, New York	$530M	-$257M	7	2.49%	Reduced
186	CS Cisco Systems San Jose, California	$526M	$0	1	31.6%	Maintained
187	Public Employees Retirement Association of Colorado Denver, Colorado	$526M	-$26.9M	47	4.85%	Reduced
188	Mackenzie Financial Toronto Ontario, Ontario, Canada	$525M	-$12.3M	18	2.66%	Reduced
189	Carmignac Gestion Paris, France	$524M	-$703M	1	3.96%	Reduced
190	CI Investments Inc Toronto, Ontario, Canada	$524M	-$135M	6	5.9%	Reduced
191	Frontier Capital Management Boston, Massachusetts	$524M	-$5.31M	12	4.03%	Reduced
192	WBC Westpac Banking Corp Sydney, Australia	$523M	+$160M	30	6.53%	Increased
193	First Manhattan New York	$519M	-$47.5M	28	3.63%	Reduced
194	LBG Lloyds Banking Group London, United Kingdom	$519M	-$42.7M	15	5.31%	Reduced
195	GTP Global Thematic Partners New York	$518M	-$7.15M	4	7.96%	Reduced
196	Fiduciary Management Inc Milwaukee, Wisconsin	$517M	-$17.9M	2	3.16%	Reduced
197	IVA International Value Advisers	$514M	+$903K	3	13.51%	Increased
198	TI Turner Investments Berwyn, Pennsylvania	$506M	-$68.8M	20	8.35%	Reduced
199	Ruffer LLP London, United Kingdom	$505M	+$165M	2	23.46%	Increased
200	KeyBank National Association Cleveland, Ohio	$504M	-$384M	27	3.47%	Reduced