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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
501	DILH Dai-ichi Life Holdings Tokyo, Japan	$150M	+$15.2M	17	4.51%	Increased
502	FFA First Foundation Advisors Irvine, California	$148M	+$3.83M	5	10.76%	Increased
503	Zurich Insurance Group Zurich, Switzerland	$147M	-$7.07M	9	5.22%	Reduced
504	SW SVB Wealth Boston, Massachusetts	$146M	-$2.63M	17	5.95%	Reduced
505	Huntington National Bank Columbus, Ohio	$145M	+$11.3M	46	3.54%	Increased
506	PCM Palestra Capital Management New York	$145M	+$52.3M	3	13.7%	Increased
507	HCM Hoplite Capital Management New York	$145M	-$60.4M	2	7.3%	Reduced
508	Marsico Capital Management Denver, Colorado	$145M	-$87.5M	7	4.28%	Reduced
509	Atalanta Sosnoff Capital New York	$144M	-$64.2M	7	4.54%	Reduced
510	Pinnacle Associates New York	$144M	+$309K	9	3.07%	Increased
511	MC Montag & Caldwell Atlanta, Georgia	$143M	+$131M	5	2.63%	Increased
512	DVI Deccan Value Investors Greenwich, Connecticut	$142M	+$16.8M	1	12.46%	Increased
513	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$142M	+$412K	2	5.6%	Increased
514	CCM Conatus Capital Management Greenwich, Connecticut	$142M	+$112M	3	9.18%	Increased
515	Emerald Advisers Leola, Pennsylvania	$141M	+$10.5M	14	6.86%	Increased
516	Bank of Nova Scotia Toronto, Ontario, Canada	$141M	+$17.2M	27	0.87%	Increased
517	DCP Darsana Capital Partners New York	$141M	+$130M	1	6.22%	New
518	Madison Investment Holdings Madison, Wisconsin	$141M	+$6.96M	4	2.98%	Increased
519	AAM Ardevora Asset Management London, United Kingdom	$139M	-$45.6M	6	6.81%	Reduced
520	HCM HMI Capital Management San Francisco, California	$139M	+$19.8M	3	30.22%	Increased
521	SCGE Management Menlo Park, California	$139M	+$10.4M	4	23.24%	Increased
522	SAM Southernsun Asset Management Memphis, Tennessee	$139M	-$30.1M	1	3.5%	Reduced
523	SRS Investment Management New York	$138M	+$106M	4	5.03%	Increased
524	DL Delta Lloyd Amsterdam, Netherlands	$137M	+$7.02M	28	4.53%	Increased
525	Advisors Asset Management Monument, Colorado	$135M	+$8.09M	39	2.25%	Increased