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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	Zacks Investment Management Chicago, Illinois	$492M	+$68.2M	29	7.51%	Increased
452	OHCM Oak Hill Capital Management New York	$488M	$0	1	81.82%	Maintained
453	Everett Harris & Co Los Angeles, California	$480M	-$7.23M	6	8.3%	Reduced
454	Ossiam Paris, France	$479M	-$36.2M	37	14.4%	Reduced
455	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$476M	+$66.3M	6	9.99%	Increased
456	RC Rivulet Capital Summit, New Jersey	$474M	+$242M	5	24.7%	Increased
457	Banque Pictet & Cie Geneva 73, Switzerland	$472M	+$23.4M	29	4.67%	Increased
458	Oregon Public Employees Retirement Fund Tigard, Oregon	$468M	-$212M	60	7.09%	Reduced
459	Davidson Kempner Capital Management New York	$468M	-$11.2M	13	7.95%	Reduced
460	TCMI Technology Crossover Management IX Menlo Park, California	$465M	-$22.9M	1	45.62%	Reduced
461	LCP LGT Capital Partners Pfaeffikon, Switzerland	$465M	+$111M	4	14.15%	Increased
462	IEQ Capital Foster City, California	$465M	+$38.6M	61	14.1%	Increased
463	SW SVB Wealth Boston, Massachusetts	$464M	+$57.6M	28	7.14%	Increased
464	Cullen/Frost Bankers San Antonio, Texas	$461M	+$8.06M	53	10.34%	Increased
465	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$460M	+$14.6M	101	5.13%	Increased
466	MVIP Mar Vista Investment Partners Los Angeles, California	$460M	-$65M	7	18.92%	Reduced
467	MML Investors Services Springfield, Massachusetts	$459M	+$35.5M	68	3.49%	Increased
468	TD Waterhouse Canada Toronto, Ontario, Canada	$459M	+$16.7M	69	5.16%	Increased
469	HA HHLR Advisors Grand Cayman, Cayman Islands	$458M	+$47.5M	6	9.82%	Increased
470	Personal Capital Advisors Redwood City, California	$457M	-$11.8M	21	2.4%	Reduced
471	SG Americas Securities New York	$457M	-$60M	135	4.86%	Reduced
472	1WCM 12 West Capital Management New York	$456M	+$7.17M	10	38.87%	Increased
473	Thornburg Investment Management Santa Fe, New Mexico	$455M	-$19.7M	12	6.96%	Reduced
474	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$455M	+$105M	34	48.65%	Increased
475	LFDLE La Financiere de L'Echiquier Paris, France	$454M	-$26.1M	20	26.86%	Reduced