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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
351
Valley Forge Capital Management
Valley Forge Capital Management
Florida
$1.02B -$119M 3 34.46% Reduced
352
PE
PSG Equity
Massachusetts
$1.01B $0 1 100% Maintained
353
CCG
Clearlake Capital Group
California
$1B $0 2 66.52% Maintained
354
Nissay Asset Management
Nissay Asset Management
Japan
$990M +$9.21M 56 8.54% Increased
355
ACM
American Capital Management
New York
$989M -$52.2M 17 34.36% Reduced
356
MIM
Meridiem Investment Management
United Kingdom
$987M -$35.4M 7 25.42% Reduced
357
GCGM
General Catalyst Group Management
Massachusetts
$984M -$37.2M 2 78.72% Reduced
358
London Company of Virginia
London Company of Virginia
Virginia
$982M -$24M 6 5.55% Reduced
359
USS Investment Management
USS Investment Management
United Kingdom
$967M +$13.6M 41 11.42% Increased
360
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$967M -$57.2M 58 13.09% Reduced
361
IFM Investors
IFM Investors
Australia
$961M +$49.1M 52 12.59% Increased
362
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$940M -$96.5M 4 11.05% Reduced
363
Artemis Investment Management
Artemis Investment Management
United Kingdom
$938M -$90.4M 16 11.73% Reduced
364
Capital Group Private Client Services
Capital Group Private Client Services
California
$933M -$77.7M 13 11% Reduced
365
Carlyle Group
Carlyle Group
District of Columbia
$931M $0 1 33.16% Maintained
366
EARNEST Partners
EARNEST Partners
Georgia
$930M +$11.2M 60 5.2% Increased
367
CAM
Contour Asset Management
New York
$929M +$280M 10 41.86% Increased
368
Carmignac Gestion
Carmignac Gestion
France
$926M -$196M 19 15.96% Reduced
369
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$921M +$544M 14 6.7% Increased
370
Stockbridge Partners
Stockbridge Partners
Massachusetts
$920M -$219M 3 18.77% Reduced
371
Silvercrest Asset Management
Silvercrest Asset Management
New York
$918M +$21.3M 47 6.55% Increased
372
Granahan Investment Management
Granahan Investment Management
Massachusetts
$913M -$4.91M 27 28.1% Reduced
373
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$912M -$74.3M 10 9.92% Reduced
374
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$905M -$34.4M 20 21.52% Reduced
375
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$903M +$23.2M 110 1.17% Increased
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