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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	WBC Westpac Banking Corp Sydney, Australia	$554M	-$31.3M	31	5.34%	Reduced
202	Parnassus Investments San Francisco, California	$552M	+$103M	8	4.84%	Increased
203	Capital Guardian Trust Los Angeles, California	$551M	-$30.1M	13	3.75%	Reduced
204	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$549M	+$76.4M	7	3.88%	Increased
205	Beutel, Goodman & Co Toronto, Ontario, Canada	$541M	+$59.7M	3	4.6%	Increased
206	Carmignac Gestion Paris, France	$541M	+$4.22M	1	4.23%	Increased
207	ACI AMP Capital Investors Sydney, Australia	$532M	-$22M	32	3.3%	Reduced
208	State of Michigan Retirement System Lansing, Michigan	$532M	+$5.74M	27	3.72%	Increased
209	Sterling Capital Management Charlotte, North Carolina	$531M	+$20.9M	21	4.58%	Increased
210	Kayne Anderson Rudnick Investment Management Los Angeles, California	$530M	+$22.2M	15	9.04%	Increased
211	FC Fairpointe Capital Chicago, Illinois	$529M	+$194M	4	7.07%	Increased
212	Aristotle Capital Management Los Angeles, California	$528M	+$29.5M	6	7.02%	Increased
213	BWA Brave Warrior Advisors New York	$522M	+$38.2M	2	21.03%	Increased
214	Diamond Hill Capital Management Columbus, Ohio	$519M	+$6.84M	4	4.09%	Increased
215	KeyBank National Association Cleveland, Ohio	$518M	-$8.45M	28	3.44%	Reduced
216	Wellcome Trust London, United Kingdom	$513M	-$394K	3	12.36%	Reduced
217	Fiera Capital (Canada) Montreal, Quebec, Canada	$513M	+$86.4M	15	2.64%	Increased
218	Independent Franchise Partners London, United Kingdom	$508M	+$95.8M	1	7.74%	Increased
219	Korea Investment Corp Seoul, South Korea	$508M	+$17M	19	4.23%	Increased
220	Aviva London, United Kingdom	$505M	+$43K	24	3.86%	Increased
221	Glenmede Trust Philadelphia, Pennsylvania	$497M	+$8.27M	51	4.47%	Increased
222	Riverbridge Partners Minneapolis, Minnesota	$494M	+$55.8M	12	8.61%	Increased
223	Alkeon Capital Management New York	$486M	+$23.3M	5	8.87%	Increased
224	EC Eminence Capital New York	$483M	+$37.3M	2	7.98%	Increased
225	Los Angeles Capital Management Los Angeles, California	$482M	+$10.6M	26	4.64%	Increased