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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	DCP Darsana Capital Partners New York	$247M	$0	1	9.17%	Maintained
502	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$247M	+$5.87M	64	0.94%	Increased
503	HM Payson & Co Portland, Maine	$247M	+$15.7M	40	8.7%	Increased
504	Achmea Investment Management Zeist, Netherlands	$247M	+$62.3K	27	9.75%	Increased
505	HAM HHR Asset Management Berkeley Heights, New Jersey	$246M	-$79.7M	6	24.84%	Reduced
506	QI QV Investors Calgary, Alberta, Canada	$245M	+$12.7M	4	7.39%	Increased
507	AAM AMI Asset Management Los Angeles, California	$244M	+$16.6M	5	12.7%	Increased
508	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$244M	+$47.5M	3	17.42%	Increased
509	Thompson Siegel & Walmsley Richmond, Virginia	$244M	+$15M	33	3.85%	Increased
510	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$243M	-$7.26M	71	3.53%	Reduced
511	Cincinnati Financial Corp Fairfield, Ohio	$241M	+$2.13M	4	8.6%	Increased
512	Cambridge Investment Research Advisors Fairfield, Iowa	$241M	+$9.1M	52	2.11%	Increased
513	GIP Granite Investment Partners El Segundo, California	$240M	+$11.5M	30	12.41%	Increased
514	Chilton Investment Company Stamford, Connecticut	$239M	-$6.97M	4	7.96%	Reduced
515	QS Investors New York	$238M	+$22.4M	59	2.6%	Increased
516	TCG Tremblant Capital Group West Palm Beach, Florida	$236M	+$148M	6	13.58%	Increased
517	SCA Southpoint Capital Advisors New York	$235M	+$60.7M	2	8.89%	Increased
518	CCM Cadian Capital Management New York	$235M	+$92.2M	3	11.16%	Increased
519	Maverick Capital Dallas, Texas	$234M	-$102M	16	3.45%	Reduced
520	Gofen & Glossberg Chicago, Illinois	$234M	+$1.68M	15	7.9%	Increased
521	South Dakota Investment Council Sioux Falls, South Dakota	$233M	-$2.82M	9	4.56%	Reduced
522	SRIM Saratoga Research & Investment Management Saratoga, California	$232M	-$1.97M	4	14.98%	Reduced
523	SAM Securian Asset Management St Paul, Minnesota	$230M	-$2.51M	34	5.28%	Reduced
524	FCM Flinton Capital Management Philadelphia, Pennsylvania	$229M	+$3.88M	46	7.11%	Increased
525	Crawford Investment Counsel Atlanta, Georgia	$229M	-$3.07M	12	6.35%	Reduced