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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	Beck Mack & Oliver New York	$222M	-$9.19M	6	8.9%	Reduced
502	RCW Rheos Capital Works Tokyo, Japan	$220M	+$74.9M	3	32.95%	Increased
503	PIA Piedmont Investment Advisors Durham, North Carolina	$218M	+$9.46M	52	10.4%	Increased
504	Eventide Asset Management Boston, Massachusetts	$215M	+$22.4M	6	9.53%	Increased
505	CCP Clarkston Capital Partners Rochester, Michigan	$214M	+$40M	8	8.24%	Increased
506	Banco Santander Madrid, Spain	$214M	+$27.6M	16	2.7%	Increased
507	AIM Allen Investment Management New York	$212M	-$17M	11	8.56%	Reduced
508	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$212M	-$2.1M	13	11.31%	Reduced
509	VanEck Associates New York	$212M	+$13.8M	11	1.06%	Increased
510	Crossmark Global Holdings Houston, Texas	$211M	-$26.6M	46	6.55%	Reduced
511	Dorsal Capital Management Redwood City, California	$211M	+$29.4M	4	14.76%	Increased
512	South Texas Money Management San Antonio, Texas	$210M	+$43.6M	9	10.06%	Increased
513	Zevenbergen Capital Investments Edmonds, Washington	$209M	+$8.26M	10	9.11%	Increased
514	Menora Mivtachim Holdings Ramat Gan, Israel	$209M	-$50.7M	4	6.04%	Reduced
515	Zacks Investment Management Chicago, Illinois	$206M	+$7.1M	21	4.97%	Increased
516	Silvercrest Asset Management New York	$206M	-$26.4M	18	2.27%	Reduced
517	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$205M	-$1.56M	28	6.36%	Reduced
518	South Dakota Investment Council Sioux Falls, South Dakota	$204M	-$5.04M	9	5.12%	Reduced
519	SC SRB Corp Boston, Massachusetts	$203M	+$15.1K	5	21.47%	Increased
520	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$202M	-$109M	4	18.91%	Reduced
521	Cullen/Frost Bankers San Antonio, Texas	$202M	+$6.59M	14	7.52%	Increased
522	PP PDT Partners New York	$201M	-$13.6M	29	11.25%	Reduced
523	DCM Dupont Capital Management Wilmington, Delaware	$201M	+$22.5M	43	4.93%	Increased
524	Gabelli Funds Rye, New York	$200M	-$13.1M	17	1.37%	Reduced
525	TCCM Two Creeks Capital Management New York	$199M	-$32.7M	2	13.46%	Reduced