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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	Dai-ichi Life Insurance Company Tokyo, Japan	$249M	+$5.64M	23	5.98%	Increased
477	Element Capital Management New York	$248M	-$2.48M	27	6.64%	Reduced
478	Skye Global Management West Palm Beach, Florida	$248M	+$12.2M	15	53.45%	Increased
479	PP PDT Partners New York	$247M	-$16.4M	29	9.38%	Reduced
480	OMERS Administration Corp Toronto, Ontario, Canada	$247M	+$61.9M	17	2.28%	Increased
481	SW SVB Wealth Boston, Massachusetts	$247M	+$6.15M	19	9.47%	Increased
482	MAMU Marathon Asset Management (UK) London, United Kingdom	$246M	+$508K	2	3.67%	Increased
483	Bradley Foster & Sargent Hartford, Connecticut	$245M	+$7.86M	16	8.79%	Increased
484	Rathbones Group Liverpool, United Kingdom	$245M	+$5.43M	13	9.3%	Increased
485	Granahan Investment Management Waltham, Massachusetts	$244M	-$1.25M	23	14.7%	Reduced
486	AEGON Asset Management (UK) Edinburgh, United Kingdom	$244M	+$68.9M	9	5.99%	Increased
487	Nissay Asset Management Tokyo, Japan	$243M	+$15.5M	30	7.11%	Increased
488	Great Lakes Advisors Chicago, Illinois	$243M	+$16.8M	26	5.69%	Increased
489	South Dakota Investment Council Sioux Falls, South Dakota	$242M	-$3.9M	11	5.28%	Reduced
490	TCCM Two Creeks Capital Management New York	$241M	+$2.11M	3	12.51%	Increased
491	SCGE Management Menlo Park, California	$241M	+$37.4M	5	24.79%	Increased
492	Crossmark Global Holdings Houston, Texas	$241M	-$12.9M	50	6.46%	Reduced
493	Creative Planning Overland Park, Kansas	$240M	+$13M	47	0.94%	Increased
494	HAM HHR Asset Management Berkeley Heights, New Jersey	$238M	+$12.1M	4	12.75%	Increased
495	Beck Mack & Oliver New York	$237M	-$5.48M	6	7.98%	Reduced
496	HP Hound Partners New York	$237M	+$141M	2	5.66%	Increased
497	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$237M	+$21.4M	10	3.1%	Increased
498	Winton Group London, United Kingdom	$236M	-$16M	46	6.03%	Reduced
499	D.A. Davidson & Co Great Falls, Montana	$235M	+$482K	31	4.61%	Increased
500	B BP London, United Kingdom	$235M	+$34.2M	27	7.57%	Increased