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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	Geneva Capital Management Milwaukee, Wisconsin	$1.22B	-$53.2M	28	20.38%	Reduced
352	Starboard Value New York	$1.22B	+$405M	3	25.9%	Increased
353	Hudson Bay Capital Management Stamford, Connecticut	$1.22B	-$5.55M	24	4.92%	Reduced
354	TimesSquare Capital Management New York	$1.21B	+$19.2M	24	18.13%	Increased
355	Gateway Investment Advisers Cincinnati, Ohio	$1.21B	-$20.1M	28	13.33%	Reduced
356	CAM Contour Asset Management New York	$1.21B	+$128M	10	39.88%	Increased
357	Capital Group Private Client Services Los Angeles, California	$1.2B	-$85.9M	13	11.47%	Reduced
358	Zacks Investment Management Chicago, Illinois	$1.2B	+$166M	38	10.43%	Increased
359	Scotia Capital Toronto, Ontario, Canada	$1.19B	-$595M	28	6.39%	Reduced
360	SC US (TTGP) Menlo Park, California	$1.19B	-$1.69M	4	8.71%	Reduced
361	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$1.19B	-$1.02B	1	56.68%	Reduced
362	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.19B	+$61.4M	20	18.44%	Increased
363	Burgundy Asset Management Toronto, Ontario, Canada	$1.18B	-$7.6M	7	11.72%	Reduced
364	Perpetual Ltd Sydney, New South Wales, Australia	$1.18B	-$110M	25	12.82%	Reduced
365	Nicholas Company Milwaukee, Wisconsin	$1.18B	+$42M	38	19.2%	Increased
366	GCGM General Catalyst Group Management Cambridge, Massachusetts	$1.17B	-$122M	2	81.64%	Reduced
367	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.16B	-$52.4M	78	10.14%	Reduced
368	Swiss Life Asset Management Zurich,	$1.16B	-$36.5M	50	13.18%	Reduced
369	Vaughan Nelson Investment Management Houston, Texas	$1.15B	-$3.14M	9	10.25%	Reduced
370	LT Lindsell Train London, United Kingdom	$1.15B	-$277M	5	25.91%	Reduced
371	LSV Asset Management Chicago, Illinois	$1.15B	-$56.7M	16	2.46%	Reduced
372	CCG Clearlake Capital Group Santa Monica, California	$1.14B	$0	2	87.39%	Maintained
373	ACM American Capital Management New York	$1.13B	+$49.8M	18	37.06%	Increased
374	Williams Jones Wealth Management New York	$1.13B	+$9.44M	22	13.24%	Increased
375	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$1.13B	+$82.5M	42	11.29%	Increased