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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	WBC Westpac Banking Corp Sydney, Australia	$700M	-$204K	59	9.41%	Reduced
402	ValueAct Holdings San Francisco, California	$696M	+$494M	1	11.34%	Increased
403	Yacktman Asset Management Austin, Texas	$684M	-$3.44M	2	6.76%	Reduced
404	Montrusco Bolton Investments Montreal, Quebec, Canada	$684M	+$26.8M	5	14.13%	Increased
405	Swiss Life Asset Management Zurich,	$682M	+$34.1M	50	10.26%	Increased
406	Huntington National Bank Columbus, Ohio	$679M	+$39.6M	113	6.75%	Increased
407	RC Rivulet Capital Summit, New Jersey	$676M	+$40.4M	5	44.55%	Increased
408	Welch & Forbes Boston, Massachusetts	$674M	-$2.27M	22	11.41%	Reduced
409	AP Altarock Partners West Palm Beach, Florida	$672M	-$58.2M	1	18.42%	Reduced
410	Segall Bryant & Hamill Chicago, Illinois	$669M	-$11.7M	38	7.21%	Reduced
411	BMC Battery Management Corp Boston, Massachusetts	$668M	+$33.4M	5	96.35%	Increased
412	Mutual of America Capital Management New York	$668M	-$6.6M	62	7.94%	Reduced
413	New York Life Investment Management New York	$665M	-$11.7M	67	7.39%	Reduced
414	AIM Allen Investment Management New York	$661M	+$20.6M	19	11.09%	Increased
415	Natixis Paris, France	$660M	-$1.29B	55	5.95%	Reduced
416	Zacks Investment Management Chicago, Illinois	$656M	+$58.1M	39	8.79%	Increased
417	Intermede Investment Partners London, United Kingdom	$645M	-$26M	5	15.8%	Reduced
418	Williams Jones Wealth Management New York	$645M	-$27.1M	20	10.1%	Reduced
419	Haverford Trust Company Radnor, Pennsylvania	$644M	+$10.4M	15	7.69%	Increased
420	Yousif Capital Management Bloomfield Hills, Michigan	$641M	-$22.7M	72	8.34%	Reduced
421	Saturna Capital Bellingham, Washington	$638M	+$20.9M	10	12.35%	Increased
422	Troy Asset Management London, United Kingdom	$632M	-$180M	5	18.71%	Reduced
423	Ruane, Cunniff & Goldfarb New York	$632M	-$15.9M	2	10.33%	Reduced
424	SEP Soma Equity Partners San Francisco, California	$624M	+$121M	7	31.41%	Increased
425	LCP LGT Capital Partners Pfaeffikon, Switzerland	$614M	-$6.25M	4	17.1%	Reduced