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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	Zacks Investment Management Chicago, Illinois	$352M	+$25.6M	26	7.06%	Increased
427	Cincinnati Insurance Fairfield, Ohio	$350M	+$1.98M	4	9.21%	Increased
428	Haverford Trust Company Radnor, Pennsylvania	$350M	+$1.19M	8	6.14%	Increased
429	MSA Mason Street Advisors Milwaukee, Wisconsin	$348M	-$4.09M	44	7.09%	Reduced
430	Eventide Asset Management Boston, Massachusetts	$345M	+$104M	9	11.41%	Increased
431	Royce & Associates New York	$344M	-$39.9M	35	3.19%	Reduced
432	Thornburg Investment Management Santa Fe, New Mexico	$343M	+$61.5M	9	3.31%	Increased
433	Evercore Wealth Management New York	$342M	+$3.96M	17	10.04%	Increased
434	HCM Hitchwood Capital Management New York	$341M	-$229M	10	15.62%	Reduced
435	CAM Contour Asset Management New York	$339M	+$34.6M	7	27.53%	Increased
436	Advisors Asset Management Monument, Colorado	$339M	+$3.55M	50	6.23%	Increased
437	Waverton Investment Management London, United Kingdom	$338M	-$43.4M	3	17.26%	Reduced
438	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$337M	-$34.7M	5	31.96%	Reduced
439	Wedge Capital Management Charlotte, North Carolina	$334M	+$3.96M	21	3.89%	Increased
440	AEPI AH Equity Partners III Menlo Park, California	$334M	$0	1	54.3%	Maintained
441	SG Americas Securities New York	$330M	-$138M	83	2.71%	Reduced
442	Jane Street New York	$328M	-$107M	74	0.54%	Reduced
443	MAMU Marathon Asset Management (UK) London, United Kingdom	$327M	-$2.56M	2	4.3%	Reduced
444	FAM Foxhaven Asset Management Charlottesville, Virginia	$324M	+$17.1M	4	13.16%	Increased
445	Huntington National Bank Columbus, Ohio	$324M	-$5.78M	61	5.22%	Reduced
446	Zevenbergen Capital Investments Edmonds, Washington	$323M	-$19.6M	11	12.37%	Reduced
447	Homestead Advisers Arlington, Virginia	$319M	+$8.8M	6	6.43%	Increased
448	Cubist Systematic Strategies Stamford, Connecticut	$318M	-$112M	96	6.32%	Reduced
449	Pzena Investment Management New York	$317M	-$162M	2	1.73%	Reduced
450	GCM Glynn Capital Management Menlo Park, California	$313M	+$3.92M	14	57.26%	Increased