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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	Haverford Trust Company Radnor, Pennsylvania	$269M	-$763K	6	5.72%	Reduced
452	Nissay Asset Management Tokyo, Japan	$268M	+$29.6M	32	8.18%	Increased
453	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$267M	-$47.8M	35	4.45%	Reduced
454	JP Jana Partners New York	$265M	+$97.3M	6	12.12%	Increased
455	Junto Capital Management New York	$264M	+$138M	6	18.5%	Increased
456	FAM Foxhaven Asset Management Charlottesville, Virginia	$264M	+$35.9M	4	14.15%	Increased
457	Wedge Capital Management Charlotte, North Carolina	$264M	-$19.7M	18	3.26%	Reduced
458	Letko, Brosseau & Associates Montreal, Quebec, Canada	$263M	-$115M	5	2.92%	Reduced
459	Axiom Investors Greenwich, Connecticut	$262M	+$36.9M	14	9.14%	Increased
460	Huntington National Bank Columbus, Ohio	$262M	+$2.6M	61	4.68%	Increased
461	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$261M	-$25.4M	15	13.17%	Reduced
462	SW SVB Wealth Boston, Massachusetts	$261M	+$12.4M	20	11.12%	Increased
463	Guardian Capital (Canada) Toronto, Ontario, Canada	$260M	-$13.5M	13	5.44%	Reduced
464	Gotham Asset Management New York	$260M	-$107M	40	4.04%	Reduced
465	Creative Planning Overland Park, Kansas	$260M	-$2.02M	52	1.06%	Reduced
466	BPI Battery Partners IX Boston, Massachusetts	$259M	+$4.47M	3	94.43%	Increased
467	Corvex Management New York	$256M	-$59.8M	4	9.52%	Reduced
468	Advisors Asset Management Monument, Colorado	$254M	-$2.45M	49	5.12%	Reduced
469	Ladenburg Thalmann Financial Services Miami, Florida	$251M	+$26.5M	107	2.26%	Increased
470	Granahan Investment Management Waltham, Massachusetts	$248M	+$3.51M	19	17.6%	Increased
471	Skye Global Management West Palm Beach, Florida	$245M	+$22.1M	15	49.52%	Increased
472	BCVI Bain Capital Venture Investors Boston, Massachusetts	$244M	$0	3	60.19%	Maintained
473	Evercore Wealth Management New York	$244M	+$2.09M	16	9.22%	Increased
474	HLC Hunt Lane Capital New York	$244M	-$29.8M	5	36.13%	Reduced
475	MCAI Meritech Capital Associates IV Palo Alto, California	$243M	+$184M	4	100%	Increased