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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
451	Atalanta Sosnoff Capital New York	$171M	+$44.2M	4	5.46%	Increased
452	Truist Financial Charlotte, North Carolina	$171M	+$40.4M	26	4.44%	Increased
453	Jericho Capital Asset Management New York	$167M	+$99.9M	3	10.4%	Increased
454	Confluence Investment Management St. Louis, Missouri	$166M	+$18.7M	4	6.05%	Increased
455	Anchor Capital Advisors Boston, Massachusetts	$165M	-$12M	7	4.2%	Reduced
456	Norinchukin Bank Tokyo, Japan	$164M	+$7.89M	15	4.27%	Increased
457	Alyeska Investment Group Chicago, Illinois	$164M	+$75.9M	10	1.92%	Increased
458	Highbridge Capital Management New York	$163M	-$11.1M	31	2.52%	Reduced
459	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$163M	-$53.1M	2	5.54%	Reduced
460	IAM Iridian Asset Management Westport, Connecticut	$163M	+$26.1M	1	1.38%	Increased
461	CCM Cadian Capital Management New York	$161M	+$8.89M	4	5.8%	Increased
462	LT Lindsell Train London, United Kingdom	$161M	+$23M	1	10.98%	Increased
463	IIM Ivory Investment Management New York	$160M	+$20.6M	1	4.28%	Increased
464	ROIC Route One Investment Company San Francisco, California	$159M	+$15.8M	1	9.43%	Increased
465	HI Honeywell International Charlotte, North Carolina	$159M	-$5.41M	4	4.3%	Reduced
466	KI Kalmar Investments Greenville, Delaware	$157M	+$51.9M	8	3.69%	Increased
467	Apex Capital Management Dayton, Ohio	$157M	+$41.3M	12	3.54%	Increased
468	Farallon Capital Management San Francisco, California	$156M	+$26.5M	1	2.07%	Increased
469	LCM Lakewood Capital Management New York	$156M	-$12.3M	4	5.9%	Reduced
470	SRIM Saratoga Research & Investment Management Saratoga, California	$155M	+$5.23M	5	15.52%	Increased
471	Andra AP-fonden Goteborg, Sweden	$154M	+$392K	23	4.52%	Increased
472	TCP Tourbillon Capital Partners New York	$154M	+$70.4M	3	4.04%	Increased
473	USS Investment Management London, United Kingdom	$153M	-$59.5M	4	2.72%	Reduced
474	CAM Capstone Asset Management Houston, Texas	$153M	-$5.56M	45	4.74%	Reduced
475	Thompson Siegel & Walmsley Richmond, Virginia	$153M	-$4.64M	17	2.84%	Reduced