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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	NPCM North Peak Capital Management New York	$471M	-$26M	3	69.45%	Reduced
452	Connectus Wealth Cincinnati, Ohio	$470M	-$18.7M	21	11.11%	Reduced
453	Thornburg Investment Management Santa Fe, New Mexico	$469M	-$34.1M	12	7.92%	Reduced
454	Frontier Capital Management Boston, Massachusetts	$467M	-$22.7M	22	5.08%	Reduced
455	SCH Sylebra Capital (HK) Hong Kong	$466M	-$53.2M	3	26.29%	Reduced
456	Cincinnati Insurance Fairfield, Ohio	$463M	-$22.1M	3	9.23%	Reduced
457	Oregon Public Employees Retirement Fund Tigard, Oregon	$463M	+$15.5M	57	5.98%	Increased
458	AssetMark Inc Concord, California	$463M	-$16.1M	63	2.01%	Reduced
459	OHCM Oak Hill Capital Management New York	$462M	$0	1	100%	Maintained
460	EULAV Asset Management Sarasota, Florida	$459M	-$6.89M	20	19.72%	Reduced
461	CCP Clarkston Capital Partners Rochester, Michigan	$458M	+$138M	9	8.65%	Increased
462	LBP AM Paris, France	$457M	+$457M	28	13.06%	New
463	NONA Ninety One North America New York	$456M	-$49.9M	12	22.28%	Reduced
464	GHP Great Hill Partners Boston, Massachusetts	$455M	+$314K	1	83.23%	Increased
465	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$455M	+$99.3M	57	10.12%	Increased
466	WorldQuant Millennium Advisors New York	$454M	+$15.9M	22	10.34%	Increased
467	Evercore Wealth Management New York	$453M	-$12.8M	17	9.5%	Reduced
468	Personal Capital Advisors Redwood City, California	$452M	-$9.06M	24	2.2%	Reduced
469	Waverton Investment Management London, United Kingdom	$452M	+$88.6M	6	16.61%	Increased
470	Everett Harris & Co Los Angeles, California	$451M	-$2.43M	6	7.75%	Reduced
471	Johnson Investment Counsel Cincinnati, Ohio	$450M	+$25.5M	29	6.14%	Increased
472	MVIP Mar Vista Investment Partners Los Angeles, California	$446M	-$32.1M	7	20.01%	Reduced
473	Ossiam Paris, France	$446M	-$95.7M	58	11.56%	Reduced
474	Peregrine Capital Management Minneapolis, Minnesota	$446M	+$19.5M	28	13.98%	Increased
475	Employees Provident Fund Board Shah Alam, Malaysia	$445M	-$7.15M	7	12.88%	Reduced