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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	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$247M	-$4.19M	14	11.36%	Reduced
502	Sarasin & Partners London, United Kingdom	$247M	+$58.7M	7	4.32%	Increased
503	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$247M	-$6.12M	75	3.64%	Reduced
504	Skye Global Management West Palm Beach, Florida	$245M	-$191M	13	26.05%	Reduced
505	Achmea Investment Management Zeist, Netherlands	$245M	+$3.05M	31	9.36%	Increased
506	CC Cannell & Co New York	$245M	+$2.95M	14	9.26%	Increased
507	Winton Group London, United Kingdom	$242M	-$18.5M	41	4.7%	Reduced
508	PP PDT Partners New York	$242M	-$3.24M	33	14.29%	Reduced
509	Mairs & Power Inc St Paul, Minnesota	$242M	+$3.83M	8	2.9%	Increased
510	RCW Rheos Capital Works Tokyo, Japan	$241M	+$6.36M	3	32.3%	Increased
511	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$239M	+$6.94M	66	0.96%	Increased
512	South Texas Money Management San Antonio, Texas	$239M	-$39.2M	10	10.19%	Reduced
513	Chilton Investment Company Stamford, Connecticut	$238M	-$2.83M	4	7.85%	Reduced
514	IG Ithaka Group Arlington, Virginia	$237M	+$4.96M	9	35.95%	Increased
515	Foresters Investment Management New York	$236M	-$15.9M	11	4.23%	Reduced
516	Dragoneer Investment Group San Francisco, California	$235M	-$42.3M	3	9.37%	Reduced
517	Cincinnati Financial Corp Fairfield, Ohio	$235M	+$1.78M	4	8.6%	Increased
518	LCG Luxor Capital Group New York	$234M	-$61.8M	4	9.58%	Reduced
519	QI QV Investors Calgary, Alberta, Canada	$234M	-$15.3M	3	7.47%	Reduced
520	Scotia Capital Toronto, Ontario, Canada	$232M	+$440K	28	2.83%	Increased
521	MC Maplelane Capital New York	$232M	+$20.8M	12	4.91%	Increased
522	Scout Investments Kansas City, Missouri	$231M	-$47.3M	9	4.47%	Reduced
523	SRIM Saratoga Research & Investment Management Saratoga, California	$231M	-$564K	4	14.52%	Reduced
524	SAM Securian Asset Management St Paul, Minnesota	$231M	+$1.39M	34	5.35%	Increased
525	South Dakota Investment Council Sioux Falls, South Dakota	$231M	-$44.5M	9	4.79%	Reduced