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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	Laurion Capital Management New York	$253M	+$71.1M	37	2.04%	Increased
452	Assenagon Asset Management Senningerberg, Luxembourg	$252M	+$67M	18	3.29%	Increased
453	Treasurer of the State of North Carolina Raleigh, North Carolina	$252M	+$251M	40	6.57%	Increased
454	Handelsbanken Fonder Stockholm, Sweden	$251M	+$29.4M	9	4.92%	Increased
455	Hermes Investment Management London Uk, United Kingdom	$249M	+$19M	11	3.63%	Increased
456	Marathon Asset Management (UK) London, United Kingdom	$249M	+$7.65M	2	3.85%	Increased
457	Crawford Investment Counsel Atlanta, Georgia	$248M	-$53.8M	10	7.81%	Reduced
458	Quantitative Investment Management Charlottesville, Virginia	$248M	+$78.3M	31	4.3%	Increased
459	Gotham Asset Management New York	$247M	+$53.8M	30	3.46%	Increased
460	Antipodes Partners Royal Exchange, Australia	$245M	+$46.9M	2	10.99%	Increased
461	Silvercrest Asset Management New York	$244M	-$6.42M	18	2.38%	Reduced
462	Huntington National Bank Columbus, Ohio	$243M	-$7.63M	54	4.05%	Reduced
463	Truist Financial Charlotte, North Carolina	$243M	-$1.21M	33	4.63%	Reduced
464	GTP Global Thematic Partners New York	$241M	+$58.5M	4	8.27%	Increased
465	Dorsal Capital Management Redwood City, California	$241M	-$11.8M	3	11.58%	Reduced
466	Element Capital Management New York	$240M	+$63.3M	26	5.63%	Increased
467	Jericho Capital Asset Management New York	$240M	+$65.8M	2	13.15%	Increased
468	Squarepoint New York	$240M	-$52.5M	54	3.81%	Reduced
469	ExxonMobil Investment Management Irving, Texas	$239M	-$10M	19	6.91%	Reduced
470	Junto Capital Management New York	$239M	-$20M	5	18.06%	Reduced
471	South Dakota Investment Council Sioux Falls, South Dakota	$238M	-$2.59M	11	5.44%	Reduced
472	Crossmark Global Holdings Houston, Texas	$238M	-$19.8M	51	6.15%	Reduced
473	PDT Partners New York	$235M	-$21.1M	27	7.93%	Reduced
474	Beck Mack & Oliver New York	$235M	-$3.54M	6	7.91%	Reduced
475	MAI Marble Arch Investments New York	$234M	+$40.6M	5	18.19%	Increased