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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	Yousif Capital Management Bloomfield Hills, Michigan	$700M	-$19M	77	8.91%	Reduced
427	MML Investors Services Springfield, Massachusetts	$700M	+$20.1M	70	3.87%	Increased
428	Haverford Trust Company Radnor, Pennsylvania	$700M	-$15.8M	17	8.53%	Reduced
429	Altshuler Shaham Tel Aviv, Israel	$700M	+$15.1M	28	18.99%	Increased
430	AP Altarock Partners West Palm Beach, Florida	$698M	-$20M	1	17.49%	Reduced
431	Starboard Value New York	$692M	-$507M	2	17.73%	Reduced
432	OMERS Administration Corp Toronto, Ontario, Canada	$685M	+$255M	7	10.32%	Increased
433	KCM Kensico Capital Management Greenwich, Connecticut	$684M	-$10.9M	5	29%	Reduced
434	Clal Insurance Tel-Aviv, Israel	$681M	+$129M	10	9.49%	Increased
435	Guinness Asset Management London, United Kingdom	$681M	+$22.9M	13	15.66%	Increased
436	Cubist Systematic Strategies Stamford, Connecticut	$678M	-$128M	100	5.01%	Reduced
437	Cambridge Investment Research Advisors Fairfield, Iowa	$674M	+$32.9M	64	3.15%	Increased
438	LBP AM Paris, France	$672M	+$18.1M	33	14.94%	Increased
439	SL Sonnipe Ltd Douglas, Isle Of Man	$672M	-$79.6K	3	97.5%	Reduced
440	Employees Provident Fund Board Shah Alam, Malaysia	$672M	+$205M	6	15.22%	Increased
441	D1 Capital Partners New York	$668M	+$206M	4	9.62%	Increased
442	Mercer Global Advisors Denver, Colorado	$666M	+$67.7M	63	2.53%	Increased
443	Woodline Partners San Francisco, California	$665M	+$44.8M	71	7.8%	Increased
444	AE Wealth Management Topeka, Kansas	$659M	+$50.3M	54	3.94%	Increased
445	Skye Global Management West Palm Beach, Florida	$646M	+$3.3M	1	18.72%	Increased
446	Dorsal Capital Management Redwood City, California	$644M	+$235M	4	22%	Increased
447	Great Lakes Advisors Chicago, Illinois	$644M	+$82.1M	37	5.86%	Increased
448	Schonfeld Strategic Advisors New York	$639M	-$186M	75	4.97%	Reduced
449	Chicago Capital Chicago, Illinois	$639M	-$1.49M	25	29.88%	Reduced
450	HBK Investments Dallas, Texas	$638M	+$311M	11	3.34%	Increased