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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
201	Letko, Brosseau & Associates Montreal, Quebec, Canada	$543M	+$168M	3	4.47%	Increased
202	Natixis Paris, France	$542M	+$107M	11	4.65%	Increased
203	LBG Lloyds Banking Group London, United Kingdom	$541M	-$1.15M	15	4.89%	Reduced
204	KeyBank National Association Cleveland, Ohio	$537M	-$14.2M	27	3.51%	Reduced
205	Beutel, Goodman & Co Toronto, Ontario, Canada	$537M	+$48.6M	3	4.68%	Increased
206	Ruane, Cunniff & Goldfarb New York	$533M	+$30M	8	2.96%	Increased
207	ACI AMP Capital Investors Sydney, Australia	$527M	+$25.5M	36	3.7%	Increased
208	State of Michigan Retirement System Lansing, Michigan	$524M	+$62.9M	26	4%	Increased
209	First Manhattan New York	$516M	-$42.7M	25	3.41%	Reduced
210	Kornitzer Capital Management Shawnee Mission, Kansas	$505M	+$22.2M	26	5.4%	Increased
211	Riverbridge Partners Minneapolis, Minnesota	$503M	+$89.7M	11	9.12%	Increased
212	CCM Cadian Capital Management New York	$503M	+$124M	6	12.93%	Increased
213	CRC Cedar Rock Capital London, United Kingdom	$502M	-$7.6M	1	19.34%	Reduced
214	WBC Westpac Banking Corp Sydney, Australia	$501M	-$92.4M	33	5.73%	Reduced
215	Robeco Institutional Asset Management Rotterdam, Netherlands	$497M	+$33.1M	23	4.13%	Increased
216	TCM Tran Capital Management San Rafael, California	$492M	+$144M	6	8.55%	Increased
217	Ninety One (UK) London, United Kingdom	$487M	+$35.9M	2	3.4%	Increased
218	VVP Vulcan Value Partners Birmingham, Alabama	$487M	+$73.1M	3	10.21%	Increased
219	abrdn Investment Management Edinburgh, United Kingdom	$487M	+$100M	15	2.58%	Increased
220	Aviva London, United Kingdom	$486M	-$6.6M	24	4.06%	Reduced
221	Korea Investment Corp Seoul, South Korea	$486M	+$32.4M	19	4.59%	Increased
222	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$485M	+$49.9M	16	3.78%	Increased
223	Glenmede Trust Philadelphia, Pennsylvania	$473M	+$18.1M	50	4.83%	Increased
224	Comerica Bank Dallas, Texas	$468M	-$108M	53	3.63%	Reduced
225	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$464M	+$40.5M	31	3.18%	Increased