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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	Axiom Investors Greenwich, Connecticut	$314M	-$889K	14	9.65%	Reduced
452	SW SVB Wealth Boston, Massachusetts	$314M	+$8.29M	22	12.41%	Increased
453	Creative Planning Overland Park, Kansas	$313M	+$7.25M	54	1.13%	Increased
454	Marshall Wace Asia Central, Hong Kong	$312M	+$116M	7	9.42%	Increased
455	VEPM Vista Equity Partners Management San Francisco, California	$310M	+$104M	12	53.06%	Increased
456	GCM Glynn Capital Management Menlo Park, California	$310M	-$39.6M	14	57.33%	Reduced
457	Voloridge Investment Management Jupiter, Florida	$309M	+$178M	63	9.33%	Increased
458	Soros Fund Management New York	$309M	+$136M	10	7.17%	Increased
459	Zevenbergen Capital Investments Edmonds, Washington	$308M	+$28.2M	11	10.91%	Increased
460	Advisors Asset Management Monument, Colorado	$306M	+$2.61M	50	5.57%	Increased
461	Huntington National Bank Columbus, Ohio	$302M	-$8.43M	57	4.99%	Reduced
462	Evercore Wealth Management New York	$300M	+$5.41M	17	9.66%	Increased
463	D1 Capital Partners New York	$298M	-$339M	2	5.37%	Reduced
464	Guardian Capital (Canada) Toronto, Ontario, Canada	$296M	-$14.1M	10	5.45%	Reduced
465	Homestead Advisers Arlington, Virginia	$290M	+$6.1M	6	5.43%	Increased
466	Bradley Foster & Sargent Hartford, Connecticut	$290M	+$12.3M	20	10.13%	Increased
467	SI Salesforce Inc San Francisco, California	$288M	-$140M	3	65.01%	Reduced
468	Truist Financial Charlotte, North Carolina	$287M	+$6.51M	39	5.13%	Increased
469	SG Americas Securities New York	$283M	-$44.7M	85	2.61%	Reduced
470	Castleark Management Chicago, Illinois	$283M	+$52.5M	27	10.64%	Increased
471	VanEck Associates New York	$282M	+$26.5M	12	1.39%	Increased
472	Dorsal Capital Management Redwood City, California	$281M	+$23.5M	3	18.35%	Increased
473	FAM Foxhaven Asset Management Charlottesville, Virginia	$273M	-$71.7M	3	13.76%	Reduced
474	Chicago Capital Chicago, Illinois	$273M	-$13.7M	16	18.54%	Reduced
475	LCG Luxor Capital Group New York	$272M	+$117M	3	9.09%	Increased