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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	Capstone Investment Advisors New York	$1.4B	+$927M	49	2.44%	Increased
302	London & Capital Asset Management London, United Kingdom	$1.4B	-$125K	9	15.27%	Reduced
303	Holocene Advisors New York	$1.38B	-$701M	45	3.34%	Reduced
304	Bridgewater Associates Westport, Connecticut	$1.37B	-$1.58B	32	6.13%	Reduced
305	Glenmede Trust Philadelphia, Pennsylvania	$1.37B	-$25M	60	6.72%	Reduced
306	Polar Capital Holdings London, United Kingdom	$1.35B	-$318M	9	4.8%	Reduced
307	Clear Street New York	$1.33B	-$86.2M	13	5.4%	Reduced
308	Diamond Hill Capital Management Columbus, Ohio	$1.33B	+$395M	7	8.3%	Increased
309	Soroban Capital Partners New York	$1.33B	-$127M	1	2.56%	Reduced
310	Lord, Abbett & Co Jersey City, New Jersey	$1.29B	-$742M	22	4.23%	Reduced
311	Amalgamated Bank New York	$1.28B	-$36.2M	81	9.83%	Reduced
312	Mawer Investment Management Calgary, Alberta, Canada	$1.27B	-$199M	6	8.22%	Reduced
313	Defiance ETFs New York	$1.27B	+$895M	24	18.14%	Increased
314	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$1.26B	+$76M	104	4.53%	Increased
315	ValueAct Holdings San Francisco, California	$1.25B	+$114M	4	21.86%	Increased
316	Huntington National Bank Columbus, Ohio	$1.25B	+$108M	135	6.89%	Increased
317	Pathstone Holdings Englewood, New Jersey	$1.25B	+$6.26M	92	4.96%	Increased
318	Veritas Asset Management London, United Kingdom	$1.24B	-$594M	3	20.99%	Reduced
319	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$1.24B	+$160M	41	8.66%	Increased
320	GX Greylock XIV Menlo Park, California	$1.24B	$0	1	100%	Maintained
321	Local Pensions Partnership Investment London, United Kingdom	$1.22B	-$52.3M	10	26.45%	Reduced
322	IVAV Index Venture Associates VI St. Helier, Channel Islands, Jersey	$1.22B	-$404K	1	57.81%	Reduced
323	Impax Asset Management Group London, United Kingdom	$1.22B	-$307M	21	8.48%	Reduced
324	Lido Advisors Los Angeles, California	$1.2B	+$24.6M	53	3.67%	Increased
325	IFM Investors Melbourne, Australia	$1.2B	+$14M	38	10%	Increased