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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	Atalanta Sosnoff Capital New York	$128M	-$19.6M	5	3.5%	Reduced
527	Tudor Investment Corp Stamford, Connecticut	$128M	-$67.1M	43	3.73%	Reduced
528	PHS PFM Health Sciences San Francisco, California	$127M	+$71.7M	2	3.22%	Increased
529	CC Crosslink Capital Menlo Park, California	$127M	-$11.3M	10	18.45%	Reduced
530	LPL Financial San Diego, California	$126M	+$2.16M	32	0.64%	Increased
531	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$126M	+$881K	24	3.98%	Increased
532	United Capital Financial Advisors Irving, Texas	$125M	+$843K	25	1.44%	Increased
533	Point72 Asset Management Stamford, Connecticut	$124M	+$15.3M	10	0.86%	Increased
534	Dana Investment Advisors Waukesha, Wisconsin	$124M	+$29.1M	8	5.79%	Increased
535	JHC JFB Holdings Corp Atlanta, Georgia	$124M	+$2.06M	1	3.39%	Increased
536	Parallax Volatility Advisers San Francisco, California	$123M	+$2.1M	34	0.26%	Increased
537	Candriam SCA Strassen, Luxembourg, Luxembourg	$123M	-$23.8M	18	2.56%	Reduced
538	Madison Investment Holdings Madison, Wisconsin	$123M	-$3.81M	4	2.49%	Reduced
539	FFA First Foundation Advisors Irvine, California	$122M	-$52.4K	4	9.7%	Reduced
540	NCA Newbrook Capital Advisors New York	$120M	+$43.8M	3	14.85%	Increased
541	BAPIM British Airways Pensions Investment Management London, United Kingdom	$120M	+$24M	4	3.7%	Increased
542	Evercore Wealth Management New York	$120M	+$589K	27	5.41%	Increased
543	Miller Howard Investments Kingston, New York	$120M	+$21.6M	4	1.61%	Increased
544	MUFG Americas New York	$120M	-$3.09M	27	4.06%	Reduced
545	SC Stralem & Co New York	$119M	+$19M	4	8.15%	Increased
546	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$118M	$0	1	16.91%	Maintained
547	Junto Capital Management New York	$118M	+$52.2M	4	27.38%	Increased
548	B BP London, United Kingdom	$118M	-$7.43M	12	4.44%	Reduced
549	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$118M	+$479K	24	1.57%	Increased
550	Edmond de Rothschild Holding Chambesy, Switzerland	$118M	+$117M	16	2.54%	New