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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	$274M	-$4.86M	114	2.02%	Reduced
477	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$273M	+$65.8M	3	4.03%	Increased
478	Guardian Capital (Canada) Toronto, Ontario, Canada	$273M	-$3.13M	13	5.47%	Reduced
479	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$271M	+$21.7M	2	9.47%	Increased
480	Castleark Management Chicago, Illinois	$269M	-$28.9M	27	10.96%	Reduced
481	NSCM New South Capital Management Memphis, Tennessee	$266M	-$2.08M	3	8%	Reduced
482	Chicago Capital Chicago, Illinois	$266M	-$21.9M	17	17.78%	Reduced
483	Sculptor Capital New York	$265M	-$358M	7	2.85%	Reduced
484	Everett Harris & Co Los Angeles, California	$264M	+$344K	5	6.53%	Increased
485	Atalanta Sosnoff Capital New York	$263M	-$67M	6	8.53%	Reduced
486	Tudor Investment Corp Stamford, Connecticut	$262M	+$71.1M	62	8.99%	Increased
487	Stockbridge Partners Boston, Massachusetts	$262M	-$10.3M	1	10.38%	Reduced
488	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$261M	+$90.1M	5	7.18%	Increased
489	RCW Rheos Capital Works Tokyo, Japan	$258M	+$13.8M	3	29.35%	Increased
490	AAM AO Asset Management New York	$256M	+$17M	14	25.2%	Increased
491	OMERS Administration Corp Toronto, Ontario, Canada	$255M	+$7.16M	22	2.54%	Increased
492	VEPM Vista Equity Partners Management San Francisco, California	$253M	+$1.31M	14	16.6%	Increased
493	IG Ithaka Group Arlington, Virginia	$252M	+$28.5M	9	35.62%	Increased
494	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$251M	+$8.13M	14	11.5%	Increased
495	LCG Luxor Capital Group New York	$251M	+$25.7M	3	6.65%	Increased
496	Mairs & Power Inc St Paul, Minnesota	$251M	+$2.13M	8	3.03%	Increased
497	Scotia Capital Toronto, Ontario, Canada	$249M	+$11.6M	24	2.94%	Increased
498	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$249M	+$60M	3	24.03%	Increased
499	IFM Investors Melbourne, Australia	$248M	+$86.7M	36	9.16%	Increased
500	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$247M	+$99M	22	4.44%	Increased