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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	Wolverine Trading Chicago, Illinois	$531M	-$817M	70	0.56%	Reduced
577	Chilton Investment Company Stamford, Connecticut	$527M	+$41.3M	11	14.85%	Increased
578	Maryland State Retirement & Pension System Baltimore, Maryland	$523M	-$2.35M	84	9.63%	Reduced
579	Gotham Asset Management New York	$520M	+$90.3M	85	6.74%	Increased
580	TC Tairen Capital Hong Kong	$514M	+$246M	7	18.45%	Increased
581	FAM Foxhaven Asset Management Charlottesville, Virginia	$512M	-$55.6M	2	14.35%	Reduced
582	Sapient Capital Indianapolis, Indiana	$512M	-$2.22M	18	10.66%	Reduced
583	PEP Providence Equity Partners Providence, Rhode Island	$512M	$0	1	47.2%	Maintained
584	Crossmark Global Holdings Houston, Texas	$512M	+$1.78M	73	9.78%	Increased
585	LFDLE La Financiere de L'Echiquier Paris, France	$510M	-$44.2M	17	22.25%	Reduced
586	EP Wealth Advisors Torrance, California	$510M	+$24.8M	26	5.42%	Increased
587	FFA First Foundation Advisors Irvine, California	$510M	+$552K	21	19.49%	Increased
588	Pentwater Capital Management Naples, Florida	$509M	+$234M	6	6.53%	Increased
589	Samlyn Capital New York	$508M	+$54.5M	4	8.46%	Increased
590	Brighton Jones LLC Seattle, Washington	$508M	+$38.2M	37	16.79%	Increased
591	Oppenheimer & Co New York	$508M	+$14.5M	47	8.07%	Increased
592	TIA Tandem Investment Advisors Charleston, South Carolina	$506M	+$28.7M	10	20.15%	Increased
593	Envestnet Portfolio Solutions Chicago, Illinois	$504M	+$15.6M	62	1.76%	Increased
594	Ossiam Paris, France	$503M	-$153M	48	9.54%	Reduced
595	Junto Capital Management New York	$502M	-$81.8M	10	10.27%	Reduced
596	IC Impactive Capital New York City, New York	$501M	+$26.3M	2	19.46%	Increased
597	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$501M	-$13.2M	8	20.68%	Reduced
598	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$499M	+$22.8M	11	12.15%	Increased
599	BCF BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$498M	-$28.9M	1	14.91%	Reduced
600	Trillium Asset Management Boston, Massachusetts	$493M	-$1.06M	18	12.45%	Reduced