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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	LCM Lakewood Capital Management New York	$194M	-$37.2M	3	8.8%	Reduced
452	Alpha Wave Global New York	$194M	-$21.8M	5	20.51%	Reduced
453	Andra AP-fonden Goteborg, Sweden	$194M	-$7.48M	28	5.29%	Reduced
454	HP Hound Partners New York	$193M	+$34.9M	2	4.66%	Increased
455	Huntington National Bank Columbus, Ohio	$192M	-$2.03M	42	3.49%	Reduced
456	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$192M	-$46.2M	14	2.02%	Reduced
457	GTP Global Thematic Partners New York	$190M	+$295K	3	6.38%	Increased
458	Silvercrest Asset Management New York	$189M	-$58.5M	15	2.12%	Reduced
459	NCGI Next Century Growth Investors Plymouth, Minnesota	$188M	-$128M	16	11.53%	Reduced
460	Beck Mack & Oliver New York	$188M	-$9.01M	6	6.75%	Reduced
461	Foresters Investment Management New York	$187M	-$6.79M	8	3.33%	Reduced
462	Advisors Asset Management Monument, Colorado	$186M	+$11.6M	46	3.09%	Increased
463	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$186M	-$8.24M	11	9.94%	Reduced
464	Avalon Investment & Advisory Houston, Texas	$186M	+$21.5M	14	6.7%	Increased
465	Capital Fund Management (CFM) Paris, France	$185M	-$122M	29	1.59%	Reduced
466	D.A. Davidson & Co Great Falls, Montana	$185M	+$21.7M	60	4.2%	Increased
467	ING Group Amsterdam, Netherlands	$184M	-$61.9M	15	3.46%	Reduced
468	Xact Kapitalforvaltning Stockholm, Sweden	$184M	+$5.74M	26	6.46%	Increased
469	Davenport & Co Richmond, Virginia	$183M	-$27.3M	14	2.63%	Reduced
470	HI Honeywell International Charlotte, North Carolina	$182M	+$22.5M	7	6.12%	Increased
471	Cincinnati Insurance Fairfield, Ohio	$182M	$0	3	5.92%	Maintained
472	WP Wedgewood Partners St Louis, Missouri	$181M	-$39.9M	2	4.41%	Reduced
473	Handelsbanken Fonder Stockholm, Sweden	$179M	-$15.3M	8	5.49%	Reduced
474	HCM Highline Capital Management New York	$176M	+$3.68M	1	5.02%	Increased
475	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$175M	-$534K	10	7.82%	Reduced