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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
401	LCS Levin Capital Strategies New York	$217M	+$7.66M	8	3.28%	Increased
402	HighTower Advisors Chicago, Illinois	$215M	+$8.86M	23	3.3%	Increased
403	GGHC Gilder Gagnon Howe & Co New York	$215M	-$17.6M	18	3.2%	Reduced
404	Ariel Investments Chicago, Illinois	$215M	-$3.49M	6	2.48%	Reduced
405	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$214M	+$26M	3	11.32%	Increased
406	FQ First Quadrant Glendale, California	$214M	-$13.5M	27	4.51%	Reduced
407	Thornburg Investment Management Santa Fe, New Mexico	$214M	-$12.7M	7	1.07%	Reduced
408	CC Capital Counsel New York	$213M	+$38.9M	5	9.98%	Increased
409	IC Inverness Counsel New York	$212M	+$1.58M	7	16.31%	Increased
410	TGCM Tukman Grossman Capital Management Larkspur, California	$211M	-$14.4M	2	10.22%	Reduced
411	SCCM Schafer Cullen Capital Management New York	$209M	-$37.3M	2	2.65%	Reduced
412	AC Alleghany Corporation New York	$209M	+$16.3K	8	8.15%	Increased
413	MVIP Mar Vista Investment Partners Los Angeles, California	$208M	+$229K	3	12.16%	Increased
414	PCM Pennant Capital Management Summit, New Jersey	$204M	+$1.1M	2	3.83%	Increased
415	DCM Dupont Capital Management Wilmington, Delaware	$204M	+$23.8M	13	3.75%	Increased
416	Third Point New York	$203M	-$144M	1	1.83%	Reduced
417	Commerce Bank Kansas City, Missouri	$201M	-$13.1M	23	3.18%	Reduced
418	City National Bank Beverly Hills, Delaware	$200M	-$5.3M	17	1.74%	Reduced
419	Troy Asset Management London, United Kingdom	$200M	+$202M	2	13.07%	New
420	SCA Southpoint Capital Advisors New York	$199M	+$79.8M	2	9.98%	Increased
421	NEAM New England Asset Management Farmington, Connecticut	$199M	-$9.4M	2	4.89%	Reduced
422	Placemark Investments Chicago, Illinois	$197M	+$5.18M	47	3.47%	Increased
423	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$196M	-$1.95M	10	9.79%	Reduced
424	Foresters Investment Management New York	$193M	+$1.68M	8	3.85%	Increased
425	Andra AP-fonden Goteborg, Sweden	$193M	+$2.72M	18	4.46%	Increased