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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	GCM Gladstone Capital Management London, United Kingdom	$529M	+$74.2M	5	28.84%	Increased
477	Gates Foundation Trust Kirkland, Washington	$528M	$0	1	2.21%	Maintained
478	Ossiam Paris, France	$523M	+$27.7M	33	14.2%	Increased
479	GCM Glynn Capital Management Menlo Park, California	$522M	-$29.1M	15	47.72%	Reduced
480	MIM Meridiem Investment Management London, United Kingdom	$518M	+$43.9M	7	18.81%	Increased
481	EARNEST Partners Atlanta, Georgia	$518M	-$6.39M	60	3.04%	Reduced
482	Brandywine Global Investment Management Philadelphia, Pennsylvania	$518M	+$56M	8	3.83%	Increased
483	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$515M	-$16M	15	10.51%	Reduced
484	Johnson Investment Counsel Cincinnati, Ohio	$515M	+$8.03M	26	7.12%	Increased
485	CFM Comprehensive Financial Management Los Gatos, California	$514M	-$40M	4	4.31%	Reduced
486	SEP Soma Equity Partners San Francisco, California	$513M	+$16.7M	2	10.83%	Increased
487	Erste Asset Management Vienna, Austria	$513M	+$61.7M	26	10.21%	Increased
488	Everett Harris & Co Los Angeles, California	$511M	-$716K	6	8.18%	Reduced
489	GHP Great Hill Partners Boston, Massachusetts	$511M	+$511M	1	100%	New
490	CI Cooper Investors Melbourne, Victoria, Australia	$501M	+$28.3M	12	32.85%	Increased
491	Advisors Asset Management Monument, Colorado	$498M	-$20.8M	56	6.99%	Reduced
492	First Pacific Advisors El Segundo, California	$498M	-$17.6M	16	6.24%	Reduced
493	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$497M	-$67.4M	66	10.96%	Reduced
494	Jericho Capital Asset Management New York	$489M	-$73.2M	7	11.59%	Reduced
495	Bradley Foster & Sargent Hartford, Connecticut	$489M	+$8.26M	24	11.44%	Increased
496	JCM JS Capital Management New York	$489M	+$218M	7	23.63%	Increased
497	Zacks Investment Management Chicago, Illinois	$486M	+$52.8M	24	7.87%	Increased
498	CCG Clearlake Capital Group Santa Monica, California	$485M	+$73.9M	2	29.83%	Increased
499	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$484M	$0	2	10.69%	Maintained
500	EMG ETF Managers Group Summit, New Jersey	$483M	+$47.4M	64	7.88%	Increased