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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	Thornburg Investment Management Santa Fe, New Mexico	$528M	-$91.3M	9	8.55%	Reduced
502	Whittier Trust South Pasadena, California	$527M	-$263K	69	9.17%	Reduced
503	TC TownSquare Capital Provo, Utah	$527M	+$37.9M	59	9.6%	Increased
504	Empower Advisory Group Greenwood Village, Colorado	$527M	-$85.4M	25	2.27%	Reduced
505	LCP LGT Capital Partners Pfaeffikon, Switzerland	$527M	-$152M	5	18.21%	Reduced
506	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$523M	-$40M	66	5.03%	Reduced
507	Gulf International Bank (UK) London, United Kingdom	$522M	-$127M	53	12.95%	Reduced
508	IC Impactive Capital New York City, New York	$519M	+$87.9M	2	21.98%	Increased
509	EULAV Asset Management Sarasota, Florida	$519M	-$62.4M	20	19.34%	Reduced
510	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$518M	+$29.2M	63	11.48%	Increased
511	Moore Capital Management New York	$517M	+$302M	22	8.9%	Increased
512	AAM Ardevora Asset Management London, United Kingdom	$516M	-$20.5M	13	12.49%	Reduced
513	DMC Deer Management Company Larchmont, New York	$516M	-$68.1M	5	46.44%	Reduced
514	TIAA FSB Jacksonville, Florida	$512M	-$7.13M	25	1.85%	Reduced
515	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$511M	$0	3	40.01%	Maintained
516	D.A. Davidson & Co Great Falls, Montana	$511M	+$4.11M	42	5.39%	Increased
517	JP Morgan Private Wealth Advisors San Francisco, California	$504M	-$3.05B	65	2.62%	Reduced
518	NZS Capital Denver, Colorado	$504M	-$17.9M	11	25.19%	Reduced
519	Robeco Schweiz Zurich, Switzerland	$503M	-$7.52M	11	7.5%	Reduced
520	Employees Provident Fund Board Shah Alam, Malaysia	$503M	-$122M	7	11.91%	Reduced
521	D1 Capital Partners New York	$502M	-$510M	5	9.66%	Reduced
522	Atalanta Sosnoff Capital New York	$501M	-$11.7M	8	13.56%	Reduced
523	Kovitz Investment Group Partners Chicago, Illinois	$500M	+$63M	14	7.34%	Increased
524	JSP Jackson Square Partners Larkspur, California	$496M	+$20.1K	8	14.47%	Increased
525	John W. Bristol & Co New York	$496M	-$43.3M	7	9.4%	Reduced