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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
476	Beacon Pointe Advisors Newport Beach, California	$715M	+$14M	46	3.32%	Increased
477	FCM Fernbridge Capital Management Los Angeles, California	$714M	-$69.3M	5	52.23%	Reduced
478	Capital International Sarl Los Angeles, California	$709M	-$6.62M	11	10.04%	Reduced
479	E. Ohman J:or Asset Management Stockholm, Sweden	$698M	-$23M	35	16.22%	Reduced
480	NewEdge Wealth Pittsburgh, Pennsylvania	$695M	-$11.3M	39	6.95%	Reduced
481	Elo Mutual Pension Insurance Espoo, Finland	$694M	+$65.7M	46	8.93%	Increased
482	Yacktman Asset Management Austin, Texas	$689M	+$310M	6	8.52%	Increased
483	Yousif Capital Management Bloomfield Hills, Michigan	$687M	-$54.1M	71	7.69%	Reduced
484	Riverbridge Partners Minneapolis, Minnesota	$687M	-$137M	23	19.17%	Reduced
485	AIM Allen Investment Management New York	$684M	+$51.8M	8	8.11%	Increased
486	Meitav Investment House Bene-Beraq, Israel	$679M	+$381M	13	4.57%	Increased
487	Haverford Trust Company Radnor, Pennsylvania	$677M	-$12.2M	12	5.84%	Reduced
488	Ferguson Wellman Capital Management Portland, Oregon	$675M	+$13.4M	11	8.24%	Increased
489	Veritas Asset Management London, United Kingdom	$674M	-$479M	3	12.13%	Reduced
490	Munich Reinsurance Munich,	$671M	+$131M	17	14.67%	Increased
491	SCGE Management Menlo Park, California	$671M	-$238M	5	11.38%	Reduced
492	Welch & Forbes Boston, Massachusetts	$663M	+$4.36K	21	8.06%	Increased
493	Walleye Trading New York	$659M	+$422M	50	0.75%	Increased
494	J. Safra Sarasin Holding	$652M	+$113M	44	9.35%	Increased
495	Altshuler Shaham Tel Aviv, Israel	$649M	-$112M	37	8.07%	Reduced
496	Vest Financial Mclean, Virginia	$646M	+$100M	27	6.78%	Increased
497	Starboard Value New York	$643M	+$216M	2	14.22%	Increased
498	Oppenheimer Asset Management New York	$641M	-$49.1M	57	6.66%	Reduced
499	ACM ASK Capital Management San Francisco, California	$640M	$0	1	88.81%	Maintained
500	PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen,	$635M	-$68M	9	14.36%	Reduced