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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
USS Investment Management
USS Investment Management
United Kingdom
$689M -$282M 44 10.06% Reduced
377
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$687M +$26.5M 11 8.67% Increased
378
MCMC
Matrix Capital Management Company
New Hampshire
$677M +$57.6M 4 12.94% Increased
379
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$670M -$5.28M 77 9% Reduced
380
Capital Group Private Client Services
Capital Group Private Client Services
California
$669M -$29.2M 13 9.39% Reduced
381
DMC
Deer Management Company
New York
$669M -$29.3M 6 46.85% Reduced
382
SP
Summit Partners
Massachusetts
$658M $0 4 45.74% Maintained
383
Axiom Investors
Axiom Investors
Connecticut
$657M +$259M 10 13.79% Increased
384
PIMC
Praesidium Investment Management Company
New York
$657M -$44.5M 10 64.08% Reduced
385
AP
Altarock Partners
Florida
$656M +$22.8M 1 21.49% Increased
386
GW&K Investment Management
GW&K Investment Management
Massachusetts
$653M +$20.9M 16 7.21% Increased
387
Xponance
Xponance
Pennsylvania
$652M +$51.5M 77 12.55% Increased
388
Utah Retirement Systems
Utah Retirement Systems
Utah
$648M +$11.2M 74 10.8% Increased
389
EARNEST Partners
EARNEST Partners
Georgia
$648M +$23.4M 63 4.35% Increased
390
Eventide Asset Management
Eventide Asset Management
Massachusetts
$644M +$133M 12 12.67% Increased
391
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$638M +$18.7M 10 9.23% Increased
392
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$637M +$322M 205 10.35% Increased
393
Davenport & Co
Davenport & Co
Virginia
$634M +$8.38M 36 5.51% Increased
394
CCM
Cadian Capital Management
New York
$632M +$329M 9 36.94% Increased
395
Valley Forge Capital Management
Valley Forge Capital Management
Florida
$625M +$864K 5 29.65% Increased
396
New York Life Investment Management
New York Life Investment Management
New York
$618M +$32.2M 53 7.48% Increased
397
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$614M +$4.6M 83 10.83% Increased
398
PointState Capital
PointState Capital
New York
$610M +$277M 4 14.74% Increased
399
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$609M +$295M 15 5.4% Increased
400
Junto Capital Management
Junto Capital Management
New York
$609M +$268M 12 16.91% Increased
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