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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	FFA First Foundation Advisors Irvine, California	$311M	-$3.49M	13	14.89%	Reduced
577	Wedge Capital Management Charlotte, North Carolina	$311M	+$31.6M	18	5%	Increased
578	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$311M	-$83.2M	28	4.72%	Reduced
579	MAI Capital Management Independence, Ohio	$310M	-$12.9M	30	5.21%	Reduced
580	SG StepStone Group La Jolla, California	$310M	-$13.8M	6	40.39%	Reduced
581	Marsico Capital Management Denver, Colorado	$309M	+$20.1M	5	16%	Increased
582	NIG NFJ Investment Group Dallas, Texas	$309M	-$71.6M	20	8.1%	Reduced
583	KC Keenan Capital Burlingame, California	$308M	+$32.7M	6	61.76%	Increased
584	TIA Tandem Investment Advisors Charleston, South Carolina	$307M	-$6.51M	9	15.87%	Reduced
585	Wealthfront Advisers Palo Alto, California	$307M	+$46.3M	44	1.49%	Increased
586	Twin Tree Management Dallas, Texas	$306M	+$69.6M	37	0.66%	Increased
587	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$306M	$0	4	18.63%	Maintained
588	Banco Santander Madrid, Spain	$305M	-$18.6M	25	4.52%	Reduced
589	Stonehage Fleming Financial Services St. Helier, Jersey	$305M	-$1.98M	6	23.1%	Reduced
590	Ariel Investments Chicago, Illinois	$304M	-$4.24M	4	3.09%	Reduced
591	FCI Financial Counselors Inc Overland Park, Kansas	$304M	+$6.76M	21	6.82%	Increased
592	DAM Dorsey Asset Management Chicago, Illinois	$303M	-$22.5M	3	44.12%	Reduced
593	Weiss Multi-Strategy Advisers New York	$303M	-$65.4M	54	8.61%	Reduced
594	Quilter Plc London, United Kingdom	$303M	+$1.3M	6	9.97%	Increased
595	SC SRB Corp Boston, Massachusetts	$303M	+$502K	2	19.21%	Increased
596	FMC FTV Management Company San Francisco, California	$303M	$0	1	90.28%	Maintained
597	Atreides Management Boston, Massachusetts	$302M	+$120M	6	11.92%	Increased
598	FI Focused Investors Los Angeles, California	$302M	+$23.4M	2	9.74%	Increased
599	Chilton Investment Company Stamford, Connecticut	$302M	-$34.4M	8	9.24%	Reduced
600	Gotham Asset Management New York	$301M	-$33.5M	77	8.46%	Reduced