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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	TD Waterhouse Canada Toronto, Ontario, Canada	$896M	+$48.8M	77	6.42%	Increased
477	Edmond de Rothschild Holding Chambesy, Switzerland	$896M	+$108M	36	14.29%	Increased
478	OCBV Ownership Capital B.V. Amsterdam, Netherlands	$894M	-$265M	10	51.93%	Reduced
479	MAI Capital Management Independence, Ohio	$892M	-$7.6M	112	6.16%	Reduced
480	Steward Partners Investment Advisory New York	$889M	+$35.2M	111	6.94%	Increased
481	Commerzbank Aktiengesellschaft Frankfurt, Germany	$884M	-$98M	21	20.26%	Reduced
482	Sterling Capital Management Charlotte, North Carolina	$877M	+$19.1M	147	12.46%	Increased
483	Walleye Capital New York	$873M	+$416M	91	3.39%	Increased
484	TFHU TLT Family Holdco ULC Toronto,	$865M	+$807M	1	68.42%	New
485	Chicago Capital Chicago, Illinois	$865M	-$28.7M	32	21.35%	Reduced
486	Wealthfront Advisers Palo Alto, California	$861M	+$43.9M	42	2.22%	Increased
487	Dorsal Capital Management Redwood City, California	$852M	-$112M	6	22.72%	Reduced
488	Ferguson Wellman Capital Management Portland, Oregon	$839M	+$17.7M	14	14.76%	Increased
489	Dragoneer Investment Group San Francisco, California	$830M	-$611M	6	16.94%	Reduced
490	Atalanta Sosnoff Capital New York	$826M	-$15.7M	8	16.76%	Reduced
491	Thornburg Investment Management Santa Fe, New Mexico	$824M	-$81.3M	12	10.59%	Reduced
492	ACM American Capital Management New York	$822M	-$148M	19	34.08%	Reduced
493	Trexquant Investment Stamford, Connecticut	$821M	+$27.4M	72	9.26%	Increased
494	EP Wealth Advisors Torrance, California	$821M	+$75.2M	55	5.4%	Increased
495	ArrowMark Colorado Holdings Denver, Colorado	$819M	-$102M	24	14.75%	Reduced
496	Everett Harris & Co Los Angeles, California	$817M	-$5.19M	10	10.49%	Reduced
497	Bradley Foster & Sargent Hartford, Connecticut	$817M	+$8.65M	30	12.79%	Increased
498	LFC LCC Family Corp Toronto,	$813M	+$758M	1	100%	New
499	Sequoia Financial Advisors Akron, Ohio	$812M	+$52.8M	54	5.56%	Increased
500	Ethic Inc New York	$806M	+$35.5M	64	14.43%	Increased