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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	HLC Hunt Lane Capital New York	$204M	+$19.4M	6	31.8%	Increased
477	SW SVB Wealth Boston, Massachusetts	$203M	-$4.96M	20	7.8%	Reduced
478	Advisors Asset Management Monument, Colorado	$203M	+$3.52M	38	3.4%	Increased
479	RG Renaissance Group Covington, Kentucky	$202M	+$8.83M	10	6.93%	Increased
480	Silvercrest Asset Management New York	$202M	-$9.73M	17	2.01%	Reduced
481	Winton Group London, United Kingdom	$200M	-$39.9M	25	6.36%	Reduced
482	HI Honeywell International Charlotte, North Carolina	$199M	+$34M	6	6.98%	Increased
483	Dragoneer Investment Group San Francisco, California	$198M	-$22M	5	32.55%	Reduced
484	Sit Investment Associates Minneapolis, Minnesota	$198M	-$16M	20	4.93%	Reduced
485	SRIM Saratoga Research & Investment Management Saratoga, California	$198M	-$1.45M	4	15.15%	Reduced
486	Evercore Wealth Management New York	$197M	-$15.9M	28	7.67%	Reduced
487	CCP Clarkston Capital Partners Rochester, Michigan	$195M	-$4.4M	7	8.05%	Reduced
488	AIM Assured Investment Management New York	$195M	-$6.44M	28	3.99%	Reduced
489	Cincinnati Insurance Fairfield, Ohio	$194M	$0	3	5.78%	Maintained
490	PP PDT Partners New York	$193M	+$39.6M	24	6.37%	Increased
491	NIMC NWQ Investment Management Company Los Angeles, California	$193M	-$59.4M	3	2.36%	Reduced
492	Amalgamated Bank New York	$193M	+$3.47M	56	6%	Increased
493	Handelsbanken Fonder Stockholm, Sweden	$191M	-$3.6M	8	4.43%	Reduced
494	Menora Mivtachim Holdings Ramat Gan, Israel	$191M	+$76.7M	7	7.75%	Increased
495	Pinnacle Associates New York	$190M	-$2.15M	11	3.51%	Reduced
496	FI Focused Investors Los Angeles, California	$190M	-$5.55M	2	8.07%	Reduced
497	Bradley Foster & Sargent Hartford, Connecticut	$189M	-$1.8M	17	7.18%	Reduced
498	DCP Darsana Capital Partners New York	$188M	+$52.4M	1	7.93%	Increased
499	SCH Sylebra Capital (HK) Hong Kong	$188M	-$29.5M	2	16.32%	Reduced
500	D.A. Davidson & Co Great Falls, Montana	$188M	+$2.01M	29	3.68%	Increased