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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	PP Paloma Partners Greenwich, Connecticut	$321M	+$143M	54	5.45%	Increased
452	Zacks Investment Management Chicago, Illinois	$320M	+$27.3M	24	6.57%	Increased
453	NCA Newbrook Capital Advisors New York	$319M	+$29.8M	7	23.84%	Increased
454	EC Eminence Capital New York	$317M	+$98.7M	2	4.18%	Increased
455	CAM Contour Asset Management New York	$317M	-$81.8M	7	21.13%	Reduced
456	Bradley Foster & Sargent Hartford, Connecticut	$314M	+$2.52M	19	10.38%	Increased
457	Scharf Investments Los Gatos, California	$312M	-$144M	3	12.32%	Reduced
458	Truist Financial Charlotte, North Carolina	$312M	-$3.67M	42	5.41%	Reduced
459	SW SVB Wealth Boston, Massachusetts	$311M	-$26.1M	24	10.45%	Reduced
460	VanEck Associates New York	$311M	+$21.5M	12	1.5%	Increased
461	PIA Piedmont Investment Advisors Durham, North Carolina	$310M	+$28.7M	60	12.42%	Increased
462	Close Asset Management London, United Kingdom	$305M	+$13.2M	7	23.74%	Increased
463	Castleark Management Chicago, Illinois	$304M	-$4.36M	30	11.68%	Reduced
464	Thornburg Investment Management Santa Fe, New Mexico	$299M	-$51.1M	8	2.87%	Reduced
465	Homestead Advisers Arlington, Virginia	$299M	-$22.9M	6	5.66%	Reduced
466	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$297M	$0	2	23.39%	Maintained
467	Dai-ichi Life Insurance Company Tokyo, Japan	$296M	+$15.5M	31	7.19%	Increased
468	Chicago Capital Chicago, Illinois	$291M	-$15.9M	18	18.63%	Reduced
469	Beck Mack & Oliver New York	$290M	-$4.05M	6	10.19%	Reduced
470	TCCM Two Creeks Capital Management New York	$287M	+$36M	2	17.48%	Increased
471	Cullen/Frost Bankers San Antonio, Texas	$285M	-$7.3M	38	8.82%	Reduced
472	AIM Allen Investment Management New York	$285M	-$442K	13	8.13%	Reduced
473	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$284M	-$2.31M	20	7.9%	Reduced
474	VEPM Vista Equity Partners Management San Francisco, California	$283M	-$32.3M	16	53.42%	Reduced
475	Driehaus Capital Management Chicago, Illinois	$280M	+$38.4M	30	8.77%	Increased