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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	MUFG Americas New York	$261M	-$3.11M	21	6.93%	Reduced
577	MAI Capital Management Independence, Ohio	$261M	-$6.88M	27	7.55%	Reduced
578	PC Pelham Capital London, United Kingdom	$260M	+$166M	2	20.1%	Increased
579	Trillium Asset Management Boston, Massachusetts	$259M	-$18.8M	15	10.93%	Reduced
580	Appaloosa LP Short Hills, New Jersey	$259M	-$86.2M	3	4.59%	Reduced
581	RIM Ranger Investment Management Dallas, Texas	$259M	+$26.5M	15	16.45%	Increased
582	Brinker Capital Investments Berwyn, Pennsylvania	$258M	+$244M	53	4.41%	Increased
583	Crestwood Advisors Group Boston, Massachusetts	$256M	+$4.35M	13	9.62%	Increased
584	Weiss Multi-Strategy Advisers New York	$256M	+$11.2M	35	6.81%	Increased
585	BTP Bloom Tree Partners New York	$255M	+$1.77M	7	26.04%	Increased
586	Bridges Investment Management Omaha, Nebraska	$255M	+$1.31M	14	8.63%	Increased
587	ACM Alta Capital Management Salt Lake City, Utah	$255M	+$68M	6	8.12%	Increased
588	LF Lannebo Fonder Stockholm, Sweden	$253M	+$25.6M	11	36.08%	Increased
589	KIP Kayak Investment Partners San Francisco, California	$252M	+$164M	11	34.4%	Increased
590	HAM Honeycomb Asset Management New York	$251M	+$75.2M	8	19.01%	Increased
591	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$251M	+$10.2M	15	46.49%	Increased
592	MC Martin Currie Edinburgh, United Kingdom	$251M	+$80.6M	6	12.97%	Increased
593	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$251M	-$12.8M	13	30.55%	Reduced
594	Menora Mivtachim Holdings Ramat Gan, Israel	$251M	-$113M	3	5.57%	Reduced
595	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$250M	+$104M	21	3.84%	Increased
596	QS Investors New York	$250M	-$50.7M	44	3.34%	Reduced
597	Jericho Capital Asset Management New York	$250M	-$267M	6	10.12%	Reduced
598	Westwood Holdings Group Dallas, Texas	$250M	+$4.18M	15	3.16%	Increased
599	Great Lakes Advisors Chicago, Illinois	$250M	-$32.3M	30	5.28%	Reduced
600	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$249M	+$50.9M	12	35.89%	Increased