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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
276
Sit Investment Associates
Sit Investment Associates
Minnesota
$325M -$1.41M 15 6.23% Reduced
277
abrdn Investment Management
abrdn Investment Management
United Kingdom
$321M -$58.2M 14 1.86% Reduced
278
Maverick Capital
Maverick Capital
Texas
$320M -$244M 3 4.33% Reduced
279
TCM
Tran Capital Management
California
$314M +$57.7M 6 6.34% Increased
280
CC
Carlson Capital
Texas
$313M +$38.9M 12 4.22% Increased
281
Victory Capital Management
Victory Capital Management
Texas
$313M +$307M 20 2.25% New
282
HCM
Herndon Capital Management
Georgia
$312M +$21.4M 5 4.11% Increased
283
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$307M +$27M 24 5.2% Increased
284
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$305M -$106K 16 9.3% Reduced
285
SAM
Sentinel Asset Management
Vermont
$304M -$19.7M 15 6.36% Reduced
286
Brandes Investment Partners
Brandes Investment Partners
California
$303M +$9.97M 3 3.9% Increased
287
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$303M -$11.7M 36 4.64% Reduced
288
GLG Inc
GLG Inc
New York
$303M +$173M 19 5.94% Increased
289
Aristotle Capital Management
Aristotle Capital Management
California
$301M +$149M 5 6.04% Increased
290
DCM
Daruma Capital Management
New York
$300M -$42.5M 5 13.79% Reduced
291
F&C Asset Management
F&C Asset Management
United Kingdom
$300M +$51.8M 21 3.89% Increased
292
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$294M +$23.9M 2 8.59% Increased
293
LCS
Levin Capital Strategies
New York
$294M +$92.6M 4 5.01% Increased
294
Glenview Capital Management
Glenview Capital Management
New York
$288M +$190M 1 2.43% Increased
295
Lone Pine Capital
Lone Pine Capital
Connecticut
$285M $0 1 1.27% Maintained
296
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$285M -$106M 40 1.54% Reduced
297
Scharf Investments
Scharf Investments
California
$283M +$7.33M 4 13.37% Increased
298
Regions Financial Corp
Regions Financial Corp
Alabama
$280M +$10.3M 25 3.7% Increased
299
Wasatch Advisors
Wasatch Advisors
Utah
$280M -$4.65M 13 2.9% Reduced
300
GX
Greylock XI
Massachusetts
$277M -$498M 1 73.25% Reduced
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