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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	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$287M	+$5.37M	19	13.23%	Increased
527	Qube Research & Technologies (QRT) London, United Kingdom	$286M	+$192M	60	4.2%	Increased
528	FFA First Foundation Advisors Irvine, California	$286M	-$13.8M	10	14.74%	Reduced
529	VCM Valiant Capital Management San Francisco, California	$284M	-$24.2M	4	28.19%	Reduced
530	Whittier Trust South Pasadena, California	$284M	+$12.8M	50	7.87%	Increased
531	QS Investors New York	$283M	-$2.51M	66	3.94%	Reduced
532	Bartlett & Co Wealth Management Cincinnati, Ohio	$282M	-$7.74M	26	7.37%	Reduced
533	Bartlett & Co Cincinnati, Ohio	$282M	-$7.84M	26	7.37%	Reduced
534	SIC Schwartz Investment Counsel Plymouth, Michigan	$280M	+$51.3M	11	15.19%	Increased
535	Crossmark Global Holdings Houston, Texas	$280M	+$16.9M	55	8.16%	Increased
536	IG Ithaka Group Arlington, Virginia	$279M	+$4.98M	9	38.28%	Increased
537	SAM Securian Asset Management St Paul, Minnesota	$279M	-$15.7M	38	7.13%	Reduced
538	GIP Granite Investment Partners El Segundo, California	$277M	-$22.6M	20	13.35%	Reduced
539	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$277M	+$6.26M	49	9.56%	Increased
540	Antipodes Partners Royal Exchange, Australia	$275M	+$56.5M	2	12.47%	Increased
541	Quilter Plc London, United Kingdom	$275M	+$18.5M	16	13.48%	Increased
542	Johnson Investment Counsel Cincinnati, Ohio	$274M	+$20.1M	25	5.53%	Increased
543	NSCM New South Capital Management Memphis, Tennessee	$272M	+$48M	4	9.65%	Increased
544	Mirova US Boston, Massachusetts	$270M	+$34.7M	4	23.5%	Increased
545	TCG Tremblant Capital Group West Palm Beach, Florida	$269M	-$183K	4	11.31%	Reduced
546	TA Trivest Advisors Hong Kong	$268M	-$32.5M	3	36.17%	Reduced
547	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$267M	+$37.9M	6	22.74%	Increased
548	Great Lakes Advisors Chicago, Illinois	$264M	-$11.9M	29	6.4%	Reduced
549	Gotham Asset Management New York	$263M	+$60.3M	58	7.88%	Increased
550	NPCM North Peak Capital Management New York	$263M	+$95.7M	4	58%	Increased