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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	Advisor Group Phoenix, Arizona	$278M	+$13.8M	112	2.13%	Increased
477	Great Lakes Advisors Chicago, Illinois	$277M	-$1.6M	29	6.03%	Reduced
478	Mariner Overland Park, Kansas	$276M	+$23.6M	37	3.3%	Increased
479	Guardian Capital (Canada) Toronto, Ontario, Canada	$275M	-$43.2M	12	5.36%	Reduced
480	Index Venture Associates VI St. Helier, Channel Islands, Jersey	$274M	-$237M	1	100%	Reduced
481	DCP Darsana Capital Partners New York	$273M	$0	1	8.86%	Maintained
482	AAM AO Asset Management New York	$270M	+$33.5M	7	27.85%	Increased
483	Eventide Asset Management Boston, Massachusetts	$270M	-$392K	5	8.19%	Reduced
484	Castle Hook Partners New York	$268M	-$139M	3	12.44%	Reduced
485	WorldQuant Millennium Advisors New York	$266M	+$72.5M	12	5.07%	Increased
486	New South Capital Management Memphis, Tennessee	$266M	-$11.9M	3	7.88%	Reduced
487	SC SRB Corp Boston, Massachusetts	$266M	-$1.21M	4	24.77%	Reduced
488	Iconiq Capital San Francisco, California	$263M	-$268M	7	16.33%	Reduced
489	BHG Blue Harbour Group Greenwich, Connecticut	$263M	-$104M	1	15.4%	Reduced
490	Everett Harris & Co Los Angeles, California	$262M	-$1.5M	5	6.57%	Reduced
491	Stockbridge Partners Boston, Massachusetts	$262M	-$98.1M	2	10.1%	Reduced
492	PFM Health Sciences San Francisco, California	$258M	+$34.2M	6	4.9%	Increased
493	Black Creek Investment Management Toronto, Ontario, Canada	$258M	+$17.1M	2	8.5%	Increased
494	TAM Tiverton Asset Management Wilimington, Delaware	$256M	+$33.3M	68	9.14%	Increased
495	Gabelli Funds Rye, New York	$253M	-$10.9M	22	1.63%	Reduced
496	EC EMS Capital New York	$252M	-$101M	4	16.44%	Reduced
497	Crossmark Global Holdings Houston, Texas	$251M	-$10.9M	46	7.02%	Reduced
498	Clarkston Capital Partners Rochester, Michigan	$250M	-$11.8M	8	8.53%	Reduced
499	BCVI Bain Capital Venture Investors Boston, Massachusetts	$250M	+$40.3K	2	54.23%	Increased
500	OMERS Administration Corp Toronto, Ontario, Canada	$249M	+$13.2M	19	2.59%	Increased