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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	1WCM 12 West Capital Management New York	$241M	-$21.3M	2	12.47%	Reduced
577	Lyrical Asset Management New York	$241M	-$28.5M	1	4.75%	Reduced
578	BTP Bloom Tree Partners New York	$241M	-$14.8M	7	28.97%	Reduced
579	CI Cooper Investors Melbourne, Victoria, Australia	$241M	+$28.2M	9	25.07%	Increased
580	Valley Forge Capital Management Miami, Florida	$241M	+$38.1M	4	29.24%	Increased
581	AMI Asset Management Los Angeles, California	$240M	-$81.2M	5	12.79%	Reduced
582	Bridges Investment Management Omaha, Nebraska	$239M	-$1.89M	14	8.71%	Reduced
583	Avalon Investment & Advisory Houston, Texas	$238M	+$9.17M	20	5.5%	Increased
584	Brinker Capital Berwyn, Pennsylvania	$238M	+$14.6M	49	7.61%	Increased
585	Schonfeld Strategic Advisors New York	$238M	+$88.5M	68	6.12%	Increased
586	Dorsey Asset Management Chicago, Illinois	$237M	-$15.5M	4	38.38%	Reduced
587	Pinnacle Associates New York	$237M	-$8.35M	17	5.85%	Reduced
588	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$237M	+$26.8M	15	49.84%	Increased
589	Unigestion Holding Geneva, Switzerland	$236M	+$128M	11	7.97%	Increased
590	AAM AO Asset Management New York	$236M	-$91.5M	8	17.07%	Reduced
591	South Dakota Investment Council Sioux Falls, South Dakota	$235M	-$5.41M	8	5.45%	Reduced
592	Ranger Investment Management Dallas, Texas	$235M	+$7.65M	15	16.08%	Increased
593	Alta Park Capital San Francisco, California	$234M	+$70.7M	10	34.24%	Increased
594	Advent International Boston, Massachusetts	$233M	-$9.02M	5	12.13%	Reduced
595	FCI Financial Counselors Inc Overland Park, Kansas	$233M	+$25.8M	23	7.45%	Increased
596	Crestwood Advisors Group Boston, Massachusetts	$233M	+$9.6M	12	9.31%	Increased
597	Munro Partners Melbourne, Australia	$233M	+$72.6M	6	26.21%	Increased
598	Westwood Holdings Group Dallas, Texas	$232M	+$50.2M	15	3.07%	Increased
599	IFM Investors Melbourne, Australia	$232M	-$69.9M	46	11.93%	Reduced
600	UMB Bank Kansas City, Missouri	$232M	-$318K	15	7.18%	Reduced