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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
301	HCM Hitchwood Capital Management New York	$477M	+$16.4M	8	23.2%	Increased
302	TPSF Texas Permanent School Fund Austin, Texas	$473M	-$26.1M	46	6.32%	Reduced
303	Conestoga Capital Advisors Wayne, Pennsylvania	$468M	-$21.8M	20	17.92%	Reduced
304	CIBC World Market Toronto, Ontario, Canada	$467M	+$119M	29	1.93%	Increased
305	ASP Adams Street Partners Chicago, Illinois	$465M	+$3.24M	5	88.71%	Increased
306	CBT Capital Bank & Trust Irvine, California	$459M	+$7.61M	30	6.23%	Increased
307	Rothschild & Co Asset Management US Stamford, Connecticut	$458M	+$6.79M	12	5.1%	Increased
308	MVIP Mar Vista Investment Partners Los Angeles, California	$456M	-$23.6M	5	18.13%	Reduced
309	PIMC Praesidium Investment Management Company New York	$456M	-$147M	4	37.51%	Reduced
310	SG Americas Securities New York	$454M	+$235M	67	3.63%	Increased
311	Peregrine Capital Management Minneapolis, Minnesota	$452M	-$7.46M	18	11.05%	Reduced
312	Boston Trust Walden Boston, Massachusetts	$452M	+$8.83M	18	6.86%	Increased
313	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$449M	+$10.9M	10	10%	Increased
314	CCI Columbus Circle Investors	$448M	+$42.1M	13	9.09%	Increased
315	HighTower Advisors Chicago, Illinois	$448M	-$12.3M	48	3.75%	Reduced
316	ACA Abdiel Capital Advisors New York	$444M	+$52.3M	3	52.89%	Increased
317	Virginia Retirement Systems Richmond, Virginia	$443M	+$6.17M	26	5.35%	Increased
318	Employees Retirement System of Texas Austin, Texas	$443M	-$36.4M	36	5.99%	Reduced
319	AWM Ashmore Wealth Management Wilmington, Delaware	$437M	-$9.14M	4	21.9%	Reduced
320	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$435M	-$33.7M	24	4.05%	Reduced
321	Letko, Brosseau & Associates Montreal, Quebec, Canada	$433M	-$16.6M	4	4.07%	Reduced
322	TPI Tesco Pension Investment London, United Kingdom	$431M	-$32.2M	3	11.53%	Reduced
323	CRC Cedar Rock Capital London, United Kingdom	$431M	-$8.78M	1	11.04%	Reduced
324	Corvex Management New York	$428M	+$419M	4	19.35%	New
325	Suntrust Banks Atlanta, Georgia	$428M	+$58.2M	42	2.39%	Increased