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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
551	BCF BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$289M	+$44.2M	2	16.11%	Increased
552	Gotham Asset Management New York	$289M	+$9.97M	60	9.28%	Increased
553	Andra AP-fonden Goteborg, Sweden	$289M	+$3.26M	44	7.83%	Increased
554	Capital Fund Management (CFM) Paris, France	$287M	+$112M	33	3.55%	Increased
555	RCW Rheos Capital Works Tokyo, Japan	$287M	-$168M	10	23.46%	Reduced
556	BCVI Bain Capital Venture Investors Boston, Massachusetts	$285M	-$149M	1	79.83%	Reduced
557	FAS Formuepleje A/S Aarhus C, Denmark	$285M	+$42.6M	9	12.42%	Increased
558	IFM Investors Melbourne, Australia	$284M	+$32.2M	47	11.91%	Increased
559	VCM Valiant Capital Management San Francisco, California	$282M	+$27.4M	5	14.72%	Increased
560	Erste Asset Management Vienna, Austria	$282M	+$16M	28	9.63%	Increased
561	LCP LGT Capital Partners Pfaeffikon, Switzerland	$282M	+$56.1M	6	11.83%	Increased
562	CT Cambridge Trust Cambridge, Massachusetts	$278M	+$656K	17	14.34%	Increased
563	AAM AO Asset Management New York	$276M	-$15.6M	9	19.85%	Reduced
564	E. Ohman J:or Asset Management Stockholm, Sweden	$273M	+$16.8M	39	13.51%	Increased
565	Lyrical Asset Management New York	$272M	-$5.53M	1	4.95%	Reduced
566	CCP Clarkston Capital Partners Rochester, Michigan	$272M	+$5.84M	6	7.26%	Increased
567	EMG ETF Managers Group Summit, New Jersey	$271M	+$2.6M	64	8.59%	Increased
568	D.A. Davidson & Co Great Falls, Montana	$270M	+$7.25M	29	4.7%	Increased
569	Antipodes Partners Royal Exchange, Australia	$268M	-$7.19M	2	12.27%	Reduced
570	Blackstone Inc New York	$267M	+$184M	9	1.04%	Increased
571	Fiduciary Trust Boston, Massachusetts	$266M	-$2.69M	28	6.27%	Reduced
572	Homestead Advisers Arlington, Virginia	$265M	-$59.7M	6	7.26%	Reduced
573	Amalgamated Bank New York	$265M	-$5.38M	89	11.51%	Reduced
574	FCI Financial Counselors Inc Overland Park, Kansas	$262M	+$9.13M	23	7.67%	Increased
575	Avalon Investment & Advisory Houston, Texas	$261M	+$12.3M	22	5.81%	Increased