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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	DF Dent & Co Baltimore, Maryland	$1.92B	+$89.1M	22	25.9%	Increased
202	Panagora Asset Management Boston, Massachusetts	$1.91B	-$67M	105	11.97%	Reduced
203	AustralianSuper Melbourne, Australia	$1.9B	+$343M	11	16.26%	Increased
204	Two Sigma Investments New York	$1.89B	+$984M	90	6.7%	Increased
205	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.89B	+$50.9M	41	23.67%	Increased
206	BCM Bares Capital Management Austin, Texas	$1.89B	+$105M	9	39.8%	Increased
207	OCBV Ownership Capital B.V. Amsterdam, Netherlands	$1.88B	+$519M	8	39.18%	Increased
208	Independent Franchise Partners London, United Kingdom	$1.87B	+$110M	4	18.51%	Increased
209	Epoch Investment Partners New York	$1.86B	-$138M	12	9.28%	Reduced
210	BNP Paribas Asset Management Paris, France	$1.85B	+$130M	46	10.52%	Increased
211	LSV Asset Management Chicago, Illinois	$1.83B	+$143M	18	3.74%	Increased
212	Nomura Asset Management Tokyo, Japan	$1.83B	-$61.4M	51	14.03%	Reduced
213	ESCM Echo Street Capital Management New York	$1.8B	-$347M	31	30.93%	Reduced
214	TimesSquare Capital Management New York	$1.79B	+$50.1M	35	16.79%	Increased
215	Harris Associates Chicago, Illinois	$1.75B	+$273M	8	4.26%	Increased
216	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$1.75B	+$123M	8	23.2%	Increased
217	SCM Steadfast Capital Management New York	$1.73B	-$287M	10	18.96%	Reduced
218	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.73B	-$29.6M	62	12.67%	Reduced
219	Teacher Retirement System of Texas Austin, Texas	$1.73B	+$256M	68	11.18%	Increased
220	Jensen Investment Management Lake Oswego, Oregon	$1.7B	-$171M	9	15.06%	Reduced
221	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.67B	+$34.7M	77	4.77%	Increased
222	Natixis Advisors Boston, Massachusetts	$1.67B	-$68.7M	48	10.5%	Reduced
223	ACA Abdiel Capital Advisors New York	$1.65B	-$231M	7	51.92%	Reduced
224	TCW Group Los Angeles, California	$1.64B	-$20.6M	22	17.92%	Reduced
225	First Manhattan New York	$1.63B	-$58.9M	48	8.4%	Reduced