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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	EFM EQT Fund Management Luxembourg	$600M	$0	1	58.77%	Maintained
502	DCP Darsana Capital Partners New York	$598M	+$228M	1	12.74%	Increased
503	Allstate Corporation Northbrook, Illinois	$591M	+$147M	56	6.32%	Increased
504	Bartlett & Co Wealth Management Cincinnati, Ohio	$589M	+$9.02M	39	7.53%	Increased
505	GF Fund Management Guangzhou, China	$588M	-$81.1M	20	9.84%	Reduced
506	LT Lindsell Train London, United Kingdom	$588M	+$105M	5	18.75%	Increased
507	CCG Clearlake Capital Group Santa Monica, California	$588M	$0	2	86.4%	Maintained
508	EARNEST Partners Atlanta, Georgia	$587M	-$13.9M	14	2.42%	Reduced
509	Longview Partners St Peter Port, Guernsey	$586M	-$517M	2	8.3%	Reduced
510	BSL Blue Sparrow LLC Dover, Delaware	$586M	-$79.5M	9	10.01%	Reduced
511	SC US (TTGP) Menlo Park, California	$585M	+$28.9M	3	6.33%	Increased
512	United Capital Financial Advisors Irving, Texas	$583M	+$4.38M	64	3.58%	Increased
513	EC Eminence Capital New York	$582M	-$502M	5	13.33%	Reduced
514	Cincinnati Insurance Fairfield, Ohio	$581M	$0	3	8.78%	Maintained
515	Benjamin Edwards Inc Clayton, Missouri	$580M	+$33.8M	40	5.77%	Increased
516	Crossmark Global Holdings Houston, Texas	$579M	-$6.9M	57	8.55%	Reduced
517	Ossiam Paris, France	$579M	+$266M	31	10.18%	Increased
518	Everett Harris & Co Los Angeles, California	$577M	-$3.03M	6	7.43%	Reduced
519	Geneva Capital Management Milwaukee, Wisconsin	$574M	-$94.3M	25	12.2%	Reduced
520	Midwest Trust Overland Park, Kansas	$572M	+$15.7M	17	7.13%	Increased
521	VVP Vulcan Value Partners Birmingham, Alabama	$566M	-$567M	4	15.01%	Reduced
522	CAM Contour Asset Management New York	$566M	-$703M	5	18.39%	Reduced
523	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$562M	-$5.54M	31	4.3%	Reduced
524	SCM Spyglass Capital Management San Francisco, California	$558M	+$4.79M	9	39.54%	Increased
525	Crawford Investment Counsel Atlanta, Georgia	$558M	+$55.6M	15	9.53%	Increased