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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	RE RBC Europe London, United Kingdom	$381M	+$20.8M	36	18.3%	Increased
527	SV Sapphire Ventures Austin, Texas	$380M	+$45.4M	8	91.95%	Increased
528	Hudson Bay Capital Management Stamford, Connecticut	$380M	+$334M	16	2.87%	Increased
529	Beck Mack & Oliver New York	$380M	-$38.5M	8	11.39%	Reduced
530	Illinois Municipal Retirement Fund Oak Brook, Illinois	$378M	+$147M	52	8.86%	Increased
531	Whittier Trust South Pasadena, California	$378M	-$2.54M	76	7.64%	Reduced
532	Douglas Lane & Associates New York	$377M	-$13.2M	14	6.41%	Reduced
533	CAM ClariVest Asset Management San Diego, California	$377M	-$22.7M	37	16.45%	Reduced
534	D.A. Davidson & Co Great Falls, Montana	$377M	+$671K	39	4.74%	Increased
535	Mercer Global Advisors Denver, Colorado	$377M	+$21.2M	63	2.31%	Increased
536	Guinness Asset Management London, United Kingdom	$375M	+$75.6M	14	14.78%	Increased
537	Crawford Investment Counsel Atlanta, Georgia	$373M	-$8.62M	16	8.24%	Reduced
538	Sachem Head Capital Management New York	$372M	+$178M	6	11.21%	Increased
539	Tocqueville Asset Management New York	$370M	+$3.74M	38	6.78%	Increased
540	Advisors Asset Management Monument, Colorado	$369M	-$35.2M	83	6.62%	Reduced
541	Gofen & Glossberg Chicago, Illinois	$369M	+$6.09M	20	9.79%	Increased
542	Phoenix Financial Givatayim, Israel	$369M	+$1.64M	26	7.54%	Increased
543	Waverton Investment Management London, United Kingdom	$368M	-$1.13M	4	14.31%	Reduced
544	Jericho Capital Asset Management New York	$367M	+$206M	6	23.03%	Increased
545	Twin Tree Management Dallas, Texas	$365M	+$49.9M	42	0.58%	Increased
546	Norinchukin Bank Tokyo, Japan	$364M	-$84.3M	33	7.13%	Reduced
547	FA FDx Advisors Chicago, Illinois	$364M	+$55.7M	61	13.65%	Increased
548	IVGAI Index Venture Growth Associates I St Helier, Channel Islands, Jersey	$363M	$0	1	100%	Maintained
549	NIG NFJ Investment Group Dallas, Texas	$363M	-$27M	21	8.67%	Reduced
550	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$361M	-$452K	58	9.66%	Reduced