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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	Foresters Investment Management New York	$200M	+$27.9K	9	3.52%	Increased
452	PCM Palestra Capital Management New York	$200M	+$10.4M	3	15.14%	Increased
453	Moore Capital Management New York	$200M	+$92.8M	7	5.38%	Increased
454	Beck Mack & Oliver New York	$199M	-$5.34M	6	6.97%	Reduced
455	HMP HS Management Partners New York	$199M	+$60.7M	1	6.96%	Increased
456	PIM Platinum Investment Management Sydney Australia 2000, Australia	$198M	+$1.09M	1	5.48%	Increased
457	Truist Financial Charlotte, North Carolina	$197M	-$21.8M	32	3.95%	Reduced
458	Avalon Investment & Advisory Houston, Texas	$196M	-$3.21M	14	6.73%	Reduced
459	Evercore Trust Company New York	$196M	+$123M	4	0.61%	Increased
460	Silvercrest Asset Management New York	$195M	-$4.36M	16	2.09%	Reduced
461	LCM Lakewood Capital Management New York	$195M	-$12.3M	2	8.11%	Reduced
462	SCH Sylebra Capital (HK) Hong Kong	$191M	+$23.8M	2	17.02%	Increased
463	Evercore Wealth Management New York	$190M	+$14.7M	30	7.45%	Increased
464	Cincinnati Insurance Fairfield, Ohio	$190M	$0	3	6.03%	Maintained
465	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$190M	+$13.6M	11	4.55%	Increased
466	Handelsbanken Fonder Stockholm, Sweden	$190M	-$2.48M	8	5.27%	Reduced
467	HCM Highline Capital Management New York	$189M	+$2.23M	1	5.46%	Increased
468	BAPIM British Airways Pensions Investment Management London, United Kingdom	$189M	+$40.5M	4	5.69%	Increased
469	BA Boston Advisors Boston, Massachusetts	$188M	-$29.7M	17	4.44%	Reduced
470	VM Valinor Management New York	$188M	+$38.3M	2	5.48%	Increased
471	MAMU Marathon Asset Management (UK) London, United Kingdom	$188M	+$3.92M	3	4.13%	Increased
472	SW SVB Wealth Boston, Massachusetts	$188M	+$4.65M	21	7.49%	Increased
473	AIM Assured Investment Management New York	$188M	+$39.5M	25	3.8%	Increased
474	Swiss Life Asset Management Zurich,	$186M	+$27.8M	17	5.02%	Increased
475	Emerald Advisers Leola, Pennsylvania	$186M	-$37.8M	14	7.63%	Reduced