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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	MCM Mudrick Capital Management New York	$405M	-$20.2M	1	45.94%	Reduced
502	Ariel Investments Chicago, Illinois	$404M	-$22.5M	3	3.98%	Reduced
503	LCP LGT Capital Partners Pfaeffikon, Switzerland	$401M	-$2.22M	6	13.14%	Reduced
504	Norinchukin Bank Tokyo, Japan	$400M	-$129M	30	5.51%	Reduced
505	ROIC Route One Investment Company San Francisco, California	$396M	+$7.69M	2	9.98%	Increased
506	Chicago Capital Chicago, Illinois	$394M	-$6.97M	20	16.63%	Reduced
507	EMG ETF Managers Group Summit, New Jersey	$390M	+$27.9M	64	6.93%	Increased
508	Junto Capital Management New York	$390M	-$171M	7	14.02%	Reduced
509	GCM Gladstone Capital Management London, United Kingdom	$389M	-$103M	3	21.34%	Reduced
510	Daiwa Securities Group Tokyo, Japan	$387M	-$42.8M	63	2.88%	Reduced
511	Scharf Investments Los Gatos, California	$387M	-$9.2M	5	13.39%	Reduced
512	SCIMFI SIG China Investments Master Fund III Wilimington, Delaware	$387M	-$48.7M	1	96.3%	Reduced
513	SRFM Shannon River Fund Management New York	$387M	+$132M	11	26.1%	Increased
514	CCM Cadian Capital Management New York	$386M	-$345M	5	14.28%	Reduced
515	Erste Asset Management Vienna, Austria	$385M	+$33.8M	28	9.43%	Increased
516	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$385M	+$56M	18	4.49%	Increased
517	FA FDx Advisors Chicago, Illinois	$384M	+$37.4M	51	14.5%	Increased
518	Ruane, Cunniff & Goldfarb New York	$382M	-$5.16M	1	3.6%	Reduced
519	MAMU Marathon Asset Management (UK) London, United Kingdom	$382M	-$18.3M	3	5.31%	Reduced
520	Zacks Investment Management Chicago, Illinois	$381M	-$59.1M	19	6.78%	Reduced
521	River Road Asset Management Louisville, Kentucky	$380M	+$44.5M	6	4.6%	Increased
522	CCG Clearlake Capital Group Santa Monica, California	$380M	$0	2	57.79%	Maintained
523	CRCM Cat Rock Capital Management Greenwich, Connecticut	$378M	+$80.2M	4	35.17%	Increased
524	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$375M	+$77.5M	3	12.41%	Increased
525	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$374M	+$14.8M	7	22.3%	Increased