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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	Dorsal Capital Management Redwood City, California	$156M	+$80.4M	4	15.53%	Increased
477	Commonwealth Equity Services Waltham, Massachusetts	$155M	+$5.73M	29	1.54%	Increased
478	QS Investors New York	$154M	-$16.5M	34	1.9%	Reduced
479	SCM Scopia Capital Management New York	$154M	+$5.15M	1	2.98%	Increased
480	CC Curian Capital Denver, Colorado	$151M	-$601K	18	2.55%	Reduced
481	MSA Mason Street Advisors Milwaukee, Wisconsin	$151M	+$476K	42	4.61%	Increased
482	Becker Capital Management Portland, Oregon	$150M	-$9.17M	6	5.91%	Reduced
483	SCGE Management Menlo Park, California	$150M	+$27.8M	4	19.97%	Increased
484	DVC Deer VII & Co Larchmont, New York	$150M	-$36.1M	1	61.34%	Reduced
485	GL GLG LLC New York	$148M	+$18.7M	19	3.16%	Increased
486	TGA Trilogy Global Advisors Winter Park, Florida	$148M	-$8.73M	2	3.07%	Reduced
487	Capital Fund Management (CFM) Paris, France	$146M	+$114M	22	1.86%	Increased
488	TCOTO Trust Company of the Ozarks Springfield, Missouri	$146M	-$13.3M	9	40.6%	Reduced
489	GAM GVO Asset Management Zug, Switzerland	$145M	$0	1	13.92%	Maintained
490	Laurion Capital Management New York	$145M	+$72.9M	13	1.34%	Increased
491	Gabelli Funds Rye, New York	$144M	-$9.19M	10	0.76%	Reduced
492	SW SVB Wealth Boston, Massachusetts	$144M	-$5.76M	17	4.78%	Reduced
493	Bridgeway Capital Management Houston, Texas	$143M	-$1.13M	28	2.83%	Reduced
494	ROIC Route One Investment Company San Francisco, California	$143M	+$3.06M	1	11.46%	Increased
495	CIBC World Markets New York	$143M	+$85.1M	11	4.53%	Increased
496	TU TDAM USA Toronto, Ontario, Canada	$143M	-$19.2M	11	6.48%	Reduced
497	CCM Cadian Capital Management New York	$142M	+$62.7M	3	4.18%	Increased
498	Confluence Investment Management St. Louis, Missouri	$142M	+$9.39M	4	5.16%	Increased
499	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$141M	+$14M	30	2.58%	Increased
500	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$141M	-$28.1M	15	4.77%	Reduced