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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
526	BRC Blue Ridge Capital New York	$115M	-$5.3M	1	1.14%	Reduced
527	WA Westport Advisers Westport, Connecticut	$115M	-$5.49M	4	10.99%	Reduced
528	CPIM Columbia Partners Investment Management Alexandria, Virginia	$115M	-$979K	14	5.32%	Reduced
529	GP GLG Partners London, United Kingdom	$115M	-$235M	6	2.74%	Reduced
530	CC Crosslink Capital Menlo Park, California	$115M	+$8.47M	9	11.78%	Increased
531	HBK Investments Dallas, Texas	$114M	+$76.4M	17	2.32%	Increased
532	HIP Hengistbury Investment Partners London, United Kingdom	$114M	-$5.55M	2	36.39%	Reduced
533	Truist Financial Charlotte, North Carolina	$113M	+$20.7K	23	3.4%	Increased
534	New Mexico Educational Retirement Board Santa Fe, New Mexico	$113M	+$1.67M	15	4.65%	Increased
535	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$113M	-$372M	23	1.52%	Reduced
536	MCI McDonald Capital Investors Orinda, California	$111M	-$444K	2	14.29%	Reduced
537	CC Cannell & Co New York	$110M	+$4.1M	6	3.38%	Increased
538	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$110M	+$90M	1	11.47%	Increased
539	TCTC Holdings Dallas, Texas	$109M	+$413K	7	6.92%	Increased
540	LCM Logan Capital Management Newtown Square, Pennsylvania	$109M	-$1.69M	14	7.71%	Reduced
541	OMERS Administration Corp Toronto, Ontario, Canada	$109M	+$6.67M	6	3.54%	Increased
542	CP Coho Partners Berwyn, Pennsylvania	$108M	+$6.03M	3	7.27%	Increased
543	AA Antipodean Advisors New York	$107M	+$21.2M	2	8%	Increased
544	KCM Kames Capital Management Edinburgh, United Kingdom	$107M	-$9.73M	8	3.41%	Reduced
545	CCM Cadence Capital Management Boston, Massachusetts	$107M	-$31.4M	21	5.13%	Reduced
546	GC Greenlight Capital New York	$107M	$0	1	1.49%	Maintained
547	Davenport & Co Richmond, Virginia	$106M	+$221K	11	1.8%	Increased
548	PIA Piedmont Investment Advisors Durham, North Carolina	$106M	+$1.58M	10	5.53%	Increased
549	OCM Osterweis Capital Management San Francisco, California	$106M	+$1.29M	1	3.02%	Increased
550	QS Batterymarch Financial Management New York	$105M	-$40.4M	19	2.67%	Reduced