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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	Third Point New York	$804M	+$152M	7	10.55%	Increased
502	Great Lakes Advisors Chicago, Illinois	$802M	-$38.8M	39	6.72%	Reduced
503	NewEdge Wealth Pittsburgh, Pennsylvania	$797M	+$78.2M	51	12.49%	Increased
504	Starboard Value New York	$796M	-$43.5M	2	13.79%	Reduced
505	AE Wealth Management Topeka, Kansas	$793M	+$40.3M	35	5.8%	Increased
506	Troy Asset Management London, United Kingdom	$792M	$0	5	21.63%	Maintained
507	Cincinnati Financial Corp Fairfield, Ohio	$792M	$0	3	16.77%	Maintained
508	Cubist Systematic Strategies Stamford, Connecticut	$781M	+$2.15M	70	3.59%	Increased
509	Railway Pension Investments London, United Kingdom	$779M	-$59.9M	24	11%	Reduced
510	Advisors Capital Management Ridgewood, New Jersey	$777M	+$7.2M	28	10.64%	Increased
511	GGHC Gilder Gagnon Howe & Co New York	$775M	-$144M	17	8.23%	Reduced
512	Cannell & Spears New York	$773M	+$22.7M	16	15.61%	Increased
513	SC Sylebra Capital Palo Alto, California	$773M	-$64.3M	5	31.47%	Reduced
514	Clal Insurance Tel-Aviv, Israel	$771M	+$77.5M	21	7.58%	Increased
515	Verition Fund Management Greenwich, Connecticut	$768M	-$473M	140	3.42%	Reduced
516	Crossmark Global Holdings Houston, Texas	$760M	+$38.7M	62	12.27%	Increased
517	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$757M	+$41M	3	39.53%	Increased
518	Kestra Advisory Services Austin, Texas	$755M	+$24.7M	57	3.68%	Increased
519	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$754M	+$18.9M	14	75.33%	Increased
520	TIAA Trust, National Association Charlotte, North Carolina	$749M	+$26.9M	23	1.95%	Increased
521	Border to Coast Pensions Partnership Leeds, United Kingdom	$744M	-$24.1M	5	13.66%	Reduced
522	CAM Contour Asset Management New York	$744M	+$178M	7	24.33%	Increased
523	Tudor Investment Corp Stamford, Connecticut	$739M	+$11.5M	72	1.61%	Increased
524	Cincinnati Insurance Fairfield, Ohio	$739M	$0	3	12.43%	Maintained
525	Quilter Plc London, United Kingdom	$738M	+$14.8M	9	13.47%	Increased