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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	EC Eminence Capital New York	$400M	-$111M	2	3.96%	Reduced
452	Carson Wealth (CWM LLC) Omaha, Nebraska	$398M	+$287	89	3.17%	Increased
453	Cambridge Investment Research Advisors Fairfield, Iowa	$393M	+$20.2M	60	2.96%	Increased
454	SG Americas Securities New York	$392M	-$217M	119	3.26%	Reduced
455	SC SRB Corp Boston, Massachusetts	$392M	-$982K	3	32.03%	Reduced
456	ASP Adams Street Partners Chicago, Illinois	$387M	-$108M	5	79.94%	Reduced
457	Waverton Investment Management London, United Kingdom	$382M	-$37.2M	3	20.72%	Reduced
458	Scotia Capital Toronto, Ontario, Canada	$380M	+$17.6M	28	5.31%	Increased
459	Brandywine Global Investment Management Philadelphia, Pennsylvania	$379M	-$11M	5	3.86%	Reduced
460	RCW Rheos Capital Works Tokyo, Japan	$378M	+$38.2M	9	26.41%	Increased
461	LSCM Light Street Capital Management Palo Alto, California	$378M	-$115M	8	15.72%	Reduced
462	Dorsal Capital Management Redwood City, California	$369M	+$9.22M	3	22.8%	Increased
463	Crawford Investment Counsel Atlanta, Georgia	$368M	+$30.4M	14	10.56%	Increased
464	Scharf Investments Los Gatos, California	$366M	-$8.76M	2	16.41%	Reduced
465	Starboard Value New York	$366M	-$56.1M	3	13.04%	Reduced
466	Sculptor Capital New York	$366M	-$155M	9	3.12%	Reduced
467	ACMV August Capital Management V San Francisco, California	$363M	-$239M	1	100%	Reduced
468	SW SVB Wealth Boston, Massachusetts	$360M	+$15.1M	23	6.69%	Increased
469	Zacks Investment Management Chicago, Illinois	$359M	-$21M	26	7.9%	Reduced
470	H Hexavest Montreal, Quebec, Canada	$359M	-$120M	20	8.3%	Reduced
471	SCM Spyglass Capital Management San Francisco, California	$358M	+$168K	5	22.18%	Increased
472	Maverick Capital Dallas, Texas	$358M	-$43.4M	36	7.53%	Reduced
473	Squarepoint New York	$355M	+$60.1M	67	5.75%	Increased
474	Menora Mivtachim Holdings Ramat Gan, Israel	$355M	-$53.3M	4	8.71%	Reduced
475	BCVI Bain Capital Venture Investors Boston, Massachusetts	$352M	-$77.3M	2	85.74%	Reduced