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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	PIA Piedmont Investment Advisors Durham, North Carolina	$310M	-$667K	61	12.01%	Reduced
452	Close Asset Management London, United Kingdom	$308M	+$5.6M	7	27.15%	Increased
453	Truist Financial Charlotte, North Carolina	$307M	-$5M	41	5.27%	Reduced
454	HCM HMI Capital Management San Francisco, California	$307M	+$195M	2	38.06%	Increased
455	SW SVB Wealth Boston, Massachusetts	$305M	-$9.58M	24	6.08%	Reduced
456	Bradley Foster & Sargent Hartford, Connecticut	$304M	-$3.48M	18	10.15%	Reduced
457	MCAI Meritech Capital Associates IV Palo Alto, California	$302M	-$45M	2	100%	Reduced
458	Scharf Investments Los Gatos, California	$302M	-$13.6M	3	12.32%	Reduced
459	Mariner Overland Park, Kansas	$302M	+$25.2M	18	3.61%	Increased
460	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$300M	-$16.1M	11	8.5%	Reduced
461	WCM Investment Management Laguna Beach, California	$300M	-$50.4M	12	1.8%	Reduced
462	BCVI Bain Capital Venture Investors Boston, Massachusetts	$299M	-$8.42M	2	66.89%	Reduced
463	Jericho Capital Asset Management New York	$299M	-$59.5M	4	17.06%	Reduced
464	AIM Allen Investment Management New York	$297M	+$16.5M	14	7.82%	Increased
465	Dai-ichi Life Insurance Company Tokyo, Japan	$294M	-$4.47M	29	7.02%	Reduced
466	SEP Soma Equity Partners San Francisco, California	$291M	+$82.2M	3	20.6%	Increased
467	SI Standard Investments New York	$291M	+$141M	2	25.97%	Increased
468	Cullen/Frost Bankers San Antonio, Texas	$288M	+$7.54M	37	8.54%	Increased
469	CCP Clarkston Capital Partners Rochester, Michigan	$287M	+$38.7M	7	8.94%	Increased
470	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$284M	$0	2	21.68%	Maintained
471	Beck Mack & Oliver New York	$283M	-$9.84M	7	9.95%	Reduced
472	Vaughan Nelson Investment Management Houston, Texas	$281M	-$71.3M	6	3.75%	Reduced
473	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$277M	-$9.49M	20	7.81%	Reduced
474	SC SRB Corp Boston, Massachusetts	$277M	-$548K	3	24.3%	Reduced
475	TAM Tiverton Asset Management Wilimington, Delaware	$275M	+$25.1M	70	9.56%	Increased