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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	Curi RMB Capital Chicago, Illinois	$549M	-$4.13M	37	12.46%	Reduced
577	Chilton Investment Company Stamford, Connecticut	$548M	+$7.25M	13	14.36%	Increased
578	Marsico Capital Management Denver, Colorado	$545M	+$29.6M	6	15.24%	Increased
579	IC Impactive Capital New York City, New York	$543M	-$15.2M	2	20.18%	Reduced
580	TIA Tandem Investment Advisors Charleston, South Carolina	$543M	-$2.83M	10	20.58%	Reduced
581	NZS Capital Denver, Colorado	$537M	+$68.9M	10	20.95%	Increased
582	Trillium Asset Management Boston, Massachusetts	$537M	+$43.4M	19	13.2%	Increased
583	Marex Group London,	$536M	+$110M	35	12.23%	Increased
584	HBK Investments Dallas, Texas	$532M	+$361M	4	5.83%	Increased
585	Beck Mack & Oliver New York	$529M	+$3.51M	8	10.28%	Increased
586	AE Wealth Management Topeka, Kansas	$525M	+$69.7M	30	4.76%	Increased
587	Tudor Investment Corp Stamford, Connecticut	$521M	-$195M	67	1.9%	Reduced
588	ACM Argent Capital Management St Louis, Missouri	$520M	+$101M	13	14.41%	Increased
589	Eventide Asset Management Boston, Massachusetts	$519M	-$204M	23	8.94%	Reduced
590	Envestnet Portfolio Solutions Chicago, Illinois	$516M	-$74.3K	64	1.68%	Reduced
591	Sapient Capital Indianapolis, Indiana	$515M	+$2.41M	20	10.34%	Increased
592	Boston Financial Management Boston, Massachusetts	$513M	-$3.85M	22	15.29%	Reduced
593	Ethic Inc New York	$512M	-$65.3M	55	12.95%	Reduced
594	Dai-ichi Life Insurance Company Tokyo, Japan	$511M	-$33.1M	41	12.92%	Reduced
595	UMB Bank Kansas City, Missouri	$509M	-$30.9M	88	7.93%	Reduced
596	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$509M	+$44.8M	34	13.43%	Increased
597	Oppenheimer & Co New York	$507M	-$688K	56	7.74%	Reduced
598	Capital International Sarl Los Angeles, California	$505M	+$49.4M	15	12.97%	Increased
599	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$502M	+$11.6M	11	11.87%	Increased
600	Gulf International Bank (UK) London, United Kingdom	$501M	-$48M	48	12.85%	Reduced