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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
426	HI Honeywell International Charlotte, North Carolina	$204M	+$24.6M	6	5.16%	Increased
427	MAMU Marathon Asset Management (UK) London, United Kingdom	$204M	-$30.5M	4	4.49%	Reduced
428	SG Americas Securities New York	$202M	-$227M	53	1.46%	Reduced
429	Confluence Investment Management St. Louis, Missouri	$201M	+$8.72M	5	6.03%	Increased
430	AIM Assured Investment Management New York	$201M	+$6.92M	17	4.43%	Increased
431	LCM Lakewood Capital Management New York	$201M	+$53.7M	3	8.76%	Increased
432	HCM Hitchwood Capital Management New York	$200M	-$125M	2	5.42%	Reduced
433	ING Group Amsterdam, Netherlands	$199M	-$402M	12	2.49%	Reduced
434	Beck Mack & Oliver New York	$199M	-$7.85M	5	6.96%	Reduced
435	Dorsal Capital Management Redwood City, California	$198M	+$17M	3	18.84%	Increased
436	Douglas Lane & Associates New York	$198M	+$182M	10	5.4%	New
437	Ruane, Cunniff & Goldfarb New York	$197M	-$71.9M	6	1.53%	Reduced
438	BA Boston Advisors Boston, Massachusetts	$195M	+$7.99M	15	4.81%	Increased
439	HCMT Highland Capital Management (Texas) Dallas, Texas	$195M	-$3.22M	3	8.62%	Reduced
440	PC Passport Capital San Francisco, California	$195M	-$75.5M	3	3.17%	Reduced
441	Raymond James Financial Services Advisors St. Petersburg, Florida	$194M	-$4.05M	26	2.24%	Reduced
442	Troy Asset Management London, United Kingdom	$193M	$0	2	10.65%	Maintained
443	Mutual of America Capital Management New York	$193M	-$1.04M	41	4.28%	Reduced
444	RC RGM Capital Naples, Florida	$193M	+$27.9M	5	24.24%	Increased
445	SCM Steadfast Capital Management New York	$192M	-$205M	3	4.6%	Reduced
446	LT Lindsell Train London, United Kingdom	$192M	+$2.46M	1	11.34%	Increased
447	Alpha Wave Global New York	$191M	+$107M	3	12.59%	Increased
448	Commonwealth Equity Services Waltham, Massachusetts	$188M	+$9.34M	30	1.68%	Increased
449	Hardman Johnston Global Advisors Stamford, Connecticut	$187M	+$68.3M	5	11%	Increased
450	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$186M	+$4.66M	10	7.5%	Increased