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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	MAMU Marathon Asset Management (UK) London, United Kingdom	$433M	-$25.6M	8	12.16%	Reduced
577	MAI Capital Management Independence, Ohio	$432M	+$91.3K	35	6.36%	Increased
578	MC Martin Currie Edinburgh, United Kingdom	$432M	-$5.24M	5	14.54%	Reduced
579	Munro Partners Melbourne, Australia	$431M	+$39.6M	3	19.88%	Increased
580	Banco Santander Madrid, Spain	$431M	+$58.5M	30	5.65%	Increased
581	TC TwinBeech Capital Purchase, New York	$430M	-$90M	27	8.49%	Reduced
582	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$426M	-$424M	28	4.45%	Reduced
583	FCI Financial Counselors Inc Overland Park, Kansas	$426M	-$5.93M	20	8.65%	Reduced
584	Phoenix Financial Givatayim, Israel	$424M	+$73.9M	17	8.67%	Increased
585	FFA First Foundation Advisors Irvine, California	$422M	-$15.6M	15	18.25%	Reduced
586	WI Wafra Inc New York	$421M	+$53.6M	7	13.8%	Increased
587	Crawford Investment Counsel Atlanta, Georgia	$421M	-$22.9M	15	8.56%	Reduced
588	Antipodes Partners Royal Exchange, Australia	$420M	+$19.7M	5	14.49%	Increased
589	Clark Capital Management Group Philadelphia, Pennsylvania	$418M	+$35.1M	12	3.74%	Increased
590	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$416M	-$10.6M	2	8.02%	Reduced
591	SC SRB Corp Boston, Massachusetts	$416M	-$287K	5	24.39%	Reduced
592	Nomura Holdings Tokyo, Japan	$415M	-$334M	40	1.12%	Reduced
593	Rokos Capital Management (UK) London, United Kingdom	$414M	+$118M	9	4.01%	Increased
594	Rothschild & Co Wealth Management (UK) London, United Kingdom	$411M	+$7.42M	1	7.41%	Increased
595	TAM Thematics Asset Management Paris, France	$411M	+$10.9M	24	19.69%	Increased
596	Marsico Capital Management Denver, Colorado	$410M	+$39.2M	5	16.35%	Increased
597	AVA Atlas Venture Advisors Boston, Massachusetts	$409M	-$17	1	69.22%	Reduced
598	KC Keenan Capital Burlingame, California	$408M	-$17.6M	7	73.01%	Reduced
599	Wealthfront Advisers Palo Alto, California	$406M	+$4.6M	45	1.72%	Increased
600	CAM ClariVest Asset Management San Diego, California	$406M	-$36.3M	49	20.38%	Reduced