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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
376	SGAM Smith Group Asset Management Dallas, Texas	$308M	-$82.2M	14	10.28%	Reduced
377	Guardian Capital (Canada) Toronto, Ontario, Canada	$305M	-$14.2M	8	4.51%	Reduced
378	Tocqueville Asset Management New York	$304M	+$9.97M	27	3.49%	Increased
379	IAM Iridian Asset Management Westport, Connecticut	$303M	+$25.3M	2	2.59%	Increased
380	SRS Investment Management New York	$301M	+$49.5M	3	6.22%	Increased
381	Ruffer LLP London, United Kingdom	$299M	-$33.1M	3	12.87%	Reduced
382	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$299M	-$8.35M	32	4.91%	Reduced
383	GHCM Glen Harbor Capital Management San Diego, California	$296M	-$23.3M	46	7.06%	Reduced
384	NCA Newbrook Capital Advisors New York	$294M	-$410K	3	21.26%	Reduced
385	Commerzbank Aktiengesellschaft Frankfurt, Germany	$293M	-$6.52M	27	3.86%	Reduced
386	Welch & Forbes Boston, Massachusetts	$292M	-$6.55M	17	7.68%	Reduced
387	Squarepoint New York	$292M	+$23.8M	58	5.61%	Increased
388	Moore Capital Management New York	$289M	+$65.6M	10	5.59%	Increased
389	HL Financial Services Louisville, Kentucky	$286M	+$455K	19	5.54%	Increased
390	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$286M	+$200M	2	5.91%	Increased
391	Commonwealth Equity Services Waltham, Massachusetts	$284M	+$8.37M	41	1.7%	Increased
392	H Hexavest Montreal, Quebec, Canada	$283M	+$15.8M	6	3.47%	Increased
393	Laurion Capital Management New York	$281M	+$125M	42	1.24%	Increased
394	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$281M	+$20.4M	13	6.64%	Increased
395	BHG Blue Harbour Group Greenwich, Connecticut	$280M	+$54.1M	1	10.08%	Increased
396	EP Elkfork Partners Portland, Oregon	$278M	-$18.5M	43	8.06%	Reduced
397	Dorsal Capital Management Redwood City, California	$278M	-$25.3M	4	14.43%	Reduced
398	SAM Sentinel Asset Management Montpelier, Vermont	$276M	-$7.7M	11	6.62%	Reduced
399	FTCM Fir Tree Capital Management New York	$276M	-$120M	4	7.87%	Reduced
400	Troy Asset Management London, United Kingdom	$276M	+$269M	4	12.48%	New