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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	Cullen/Frost Bankers San Antonio, Texas	$329M	+$7.82M	43	8.98%	Increased
452	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$328M	-$3.97M	3	4.84%	Reduced
453	SW SVB Wealth Boston, Massachusetts	$328M	-$5.2M	25	5.97%	Reduced
454	CCI Columbus Circle Investors	$327M	-$81.5M	15	14.06%	Reduced
455	GCM Glynn Capital Management Menlo Park, California	$324M	+$4.53M	14	56.52%	Increased
456	Homestead Advisers Arlington, Virginia	$324M	-$29M	6	6.74%	Reduced
457	Vaughan Nelson Investment Management Houston, Texas	$321M	+$14M	6	4%	Increased
458	Voloridge Investment Management Jupiter, Florida	$316M	+$103M	48	6.16%	Increased
459	Dai-ichi Life Insurance Company Tokyo, Japan	$313M	-$6.74M	30	7.09%	Reduced
460	Stockbridge Partners Boston, Massachusetts	$312M	+$35.1M	2	11.32%	Increased
461	EA Echinus Advisors New York	$312M	+$110M	1	23.22%	Increased
462	SC SRB Corp Boston, Massachusetts	$308M	+$504K	4	24.9%	Increased
463	CCP Clarkston Capital Partners Rochester, Michigan	$307M	+$1.76M	7	9.04%	Increased
464	AIM Allen Investment Management New York	$307M	-$24.2M	9	7.31%	Reduced
465	Lyrical Asset Management New York	$306M	-$143M	1	4.17%	Reduced
466	Skye Global Management West Palm Beach, Florida	$304M	+$67.8M	16	29.05%	Increased
467	ING Group Amsterdam, Netherlands	$303M	+$88.6M	20	9.23%	Increased
468	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$303M	+$1.64M	21	7.75%	Increased
469	Tocqueville Asset Management New York	$303M	-$218M	29	4.45%	Reduced
470	Advisor Group Phoenix, Arizona	$300M	+$1.1M	120	2.08%	Increased
471	Everett Harris & Co Los Angeles, California	$298M	-$422K	5	6.73%	Reduced
472	MAMU Marathon Asset Management (UK) London, United Kingdom	$297M	-$23.1M	2	3.91%	Reduced
473	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$296M	-$12M	10	8.4%	Reduced
474	Beck Mack & Oliver New York	$295M	-$7.09M	6	9.76%	Reduced
475	ACMV August Capital Management V San Francisco, California	$294M	+$294M	1	100%	New