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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	Gabelli Funds Rye, New York	$383M	+$16M	27	2.44%	Increased
577	MM MWG Management Road Town, Tortola, British Virgin Islands	$380M	+$1.16B	1	37.34%	New
578	Achmea Investment Management Zeist, Netherlands	$379M	-$23.2M	41	12.92%	Reduced
579	Advent International Boston, Massachusetts	$378M	-$66.3M	6	18.11%	Reduced
580	Douglass Winthrop Advisors New York	$378M	+$73.9M	18	9.27%	Increased
581	E. Ohman J:or Asset Management Stockholm, Sweden	$375M	-$7.52M	40	11.75%	Reduced
582	Chilton Investment Company Stamford, Connecticut	$375M	+$1.99M	6	9.43%	Increased
583	Construction & Building Unions Superannuation Fund Melbourne, Australia	$375M	+$85.9M	5	20.53%	Increased
584	HCM Hitchwood Capital Management New York	$373M	+$25.4M	9	6.84%	Increased
585	Great Lakes Advisors Chicago, Illinois	$372M	-$7.51M	34	5.61%	Reduced
586	Oppenheimer & Co New York	$370M	+$8.26M	54	6.63%	Increased
587	MFWM Motley Fool Wealth Management Alexandria, Virginia	$370M	+$4.43M	14	15.54%	Increased
588	Varma Mutual Pension Insurance Co Helsinki, Finland	$365M	-$34.9M	15	5.4%	Reduced
589	Bartlett & Co Wealth Management Cincinnati, Ohio	$365M	-$1.09M	36	6.96%	Reduced
590	Bartlett & Co Cincinnati, Ohio	$365M	-$1.09M	36	6.96%	Reduced
591	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$364M	-$9.51M	20	12.27%	Reduced
592	Trillium Asset Management Boston, Massachusetts	$364M	+$2.37M	18	10.05%	Increased
593	SIC Schwartz Investment Counsel Plymouth, Michigan	$363M	+$6.06M	15	14.62%	Increased
594	IEQ Capital Foster City, California	$363M	+$67.8M	40	10.66%	Increased
595	FAS Formuepleje A/S Aarhus C, Denmark	$362M	-$46.6M	9	14%	Reduced
596	Crossmark Global Holdings Houston, Texas	$361M	-$2.77M	57	8.5%	Reduced
597	Moore Capital Management New York	$361M	+$33.3M	20	5.12%	Increased
598	NONA Ninety One North America New York	$361M	+$51.5M	10	16.91%	Increased
599	SC SRB Corp Boston, Massachusetts	$360M	-$3.69M	5	23.36%	Reduced
600	KCM Kensico Capital Management Greenwich, Connecticut	$360M	-$31.5M	1	10.4%	Reduced