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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	ACA Abdiel Capital Advisors New York	$1.13B	+$177M	4	68.19%	Increased
377	Cardano Risk Management Rotterdam, Netherlands	$1.13B	+$37M	2	19.96%	Increased
378	Carmignac Gestion Paris, France	$1.11B	-$168M	20	18.58%	Reduced
379	Silvercrest Asset Management New York	$1.1B	-$58.1M	48	7.49%	Reduced
380	GAM GuardCap Asset Management London, United Kingdom	$1.1B	-$75.2M	3	14.94%	Reduced
381	Utah Retirement Systems Salt Lake City, Utah	$1.09B	+$3.71M	69	12.34%	Increased
382	Clear Street New York	$1.09B	+$64.1M	5	12.34%	Increased
383	Jupiter Asset Management London, United Kingdom	$1.09B	-$5.35M	29	9.52%	Reduced
384	SL Sonnipe Ltd Douglas, Isle Of Man	$1.09B	-$9.12M	2	99.66%	Reduced
385	ABN AMRO Investment Solutions Paris Cedex 008,	$1.08B	-$37.6M	38	18.82%	Reduced
386	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$1.08B	+$34.2M	53	11.59%	Increased
387	MML Investors Services Springfield, Massachusetts	$1.07B	+$28M	66	3.9%	Increased
388	Huntington National Bank Columbus, Ohio	$1.06B	+$5.3M	136	7.72%	Increased
389	Erste Asset Management Vienna, Austria	$1.06B	+$78M	28	12.67%	Increased
390	General Atlantic New York	$1.05B	-$52.6M	3	29.96%	Reduced
391	Employees Retirement System of Texas Austin, Texas	$1.04B	-$70.3M	19	9.03%	Reduced
392	AIM Allen Investment Management New York	$1.04B	-$133M	20	12.31%	Reduced
393	Mairs & Power Inc St Paul, Minnesota	$1.03B	-$56.1K	12	9.67%	Reduced
394	ArrowMark Colorado Holdings Denver, Colorado	$1.02B	-$56.4M	27	13.03%	Reduced
395	QRG Capital Management Chicago, Illinois	$1.02B	+$31.8M	51	10.99%	Increased
396	Diamond Hill Capital Management Columbus, Ohio	$1.02B	-$20.3M	6	4.11%	Reduced
397	LGT Group Foundation Vaduz, Liechtenstein	$1.01B	-$142M	27	16.52%	Reduced
398	State of Alaska Department of Revenue Juneau, Alaska	$1B	-$23.5M	76	10.66%	Reduced
399	Sanctuary Advisors Indianapolis, Indiana	$1B	+$85.4M	77	6.35%	Increased
400	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$1B	+$49M	12	10.22%	Increased