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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
576	Nippon Life Global Investors Americas New York	$129M	-$3.69M	8	11.46%	Reduced
577	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$129M	+$1.49M	23	5.06%	Increased
578	GCM Glynn Capital Management Menlo Park, California	$128M	+$1.57M	10	38.83%	Increased
579	VanEck Associates New York	$127M	+$29.6M	14	0.56%	Increased
580	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$127M	-$59.7M	10	7.68%	Reduced
581	BWCA Brenner West Capital Advisors New York	$127M	-$30.4M	1	12.78%	Reduced
582	Trillium Asset Management Boston, Massachusetts	$126M	-$1.43M	15	8.02%	Reduced
583	Markel Group Glen Allen, Virginia	$125M	-$20M	7	2.82%	Reduced
584	New Mexico Educational Retirement Board Santa Fe, New Mexico	$125M	-$6.48M	18	5.8%	Reduced
585	Park National Corp Newark, Ohio	$125M	-$2.31M	12	7.5%	Reduced
586	TAM Tiverton Asset Management Wilimington, Delaware	$124M	-$16.1M	14	6.36%	Reduced
587	TU TDAM USA Toronto, Ontario, Canada	$124M	-$1.11M	12	6.27%	Reduced
588	TCTC Holdings Dallas, Texas	$124M	-$1.05M	9	7.6%	Reduced
589	FCM Flinton Capital Management Philadelphia, Pennsylvania	$123M	-$7.03M	20	4.75%	Reduced
590	Profund Advisors Bethesda, Maryland	$123M	+$7.08M	43	5.49%	Increased
591	Fiduciary Trust Boston, Massachusetts	$123M	-$2.58M	15	3.75%	Reduced
592	Conning Inc Hartford, Connecticut	$123M	-$1.04M	16	4.52%	Reduced
593	Bridgeway Capital Management Houston, Texas	$122M	-$1.22M	25	1.48%	Reduced
594	Achmea Investment Management Zeist, Netherlands	$121M	+$118M	18	5.69%	New
595	DCP Darsana Capital Partners New York	$121M	-$10.5M	1	5.99%	Reduced
596	FFA First Foundation Advisors Irvine, California	$121M	-$6.36M	5	7.48%	Reduced
597	GC GMT Capital Atlanta, Georgia	$121M	-$9.38M	2	2.55%	Reduced
598	Close Asset Management London, United Kingdom	$121M	+$22M	5	12.75%	Increased
599	Intact Investment Management Montreal, Quebec, Canada	$121M	-$13.9M	9	4.91%	Reduced
600	SCGE Management Menlo Park, California	$121M	-$4.67M	5	31.37%	Reduced