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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	Schonfeld Strategic Advisors New York	$645M	+$1.38M	90	4.38%	Increased
577	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$644M	-$7.08M	4	50.17%	Reduced
578	CCM Cadian Capital Management New York	$636M	-$263M	9	35.65%	Reduced
579	Norinchukin Bank Tokyo, Japan	$636M	+$29.1M	35	9.47%	Increased
580	DJE Kapital 82049 Pullach, Germany	$635M	+$253M	9	15.42%	Increased
581	Brinker Capital Investments Berwyn, Pennsylvania	$634M	+$29.8M	66	5.42%	Increased
582	Atria Investments Charlotte, North Carolina	$634M	+$16.9M	79	7.49%	Increased
583	Congress Wealth Management Boston, Massachusetts	$631M	+$50.2M	43	6.11%	Increased
584	ROIC Route One Investment Company San Francisco, California	$628M	-$11.7M	4	27.48%	Reduced
585	TAM Thematics Asset Management Paris, France	$627M	+$16.4M	27	28.18%	Increased
586	First Financial Bankshares Abilene, Texas	$623M	+$1.96M	9	13.96%	Increased
587	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$621M	-$46M	19	17.8%	Reduced
588	SP ShawSpring Partners Boston, Massachusetts	$620M	-$27.9M	8	78.22%	Reduced
589	Segall Bryant & Hamill Chicago, Illinois	$620M	+$13.4M	29	8.7%	Increased
590	Cresset Asset Management Chicago, Illinois	$619M	-$118M	63	3.07%	Reduced
591	Private Advisor Group Morristown, New Jersey	$618M	+$8.17M	51	3.33%	Increased
592	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$615M	-$6.3M	40	16.52%	Reduced
593	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$614M	+$804K	29	15.25%	Increased
594	ACM Argent Capital Management St Louis, Missouri	$614M	+$18.2M	16	17.56%	Increased
595	GF Greenhouse Funds Baltimore, Maryland	$612M	-$1.41M	6	25.25%	Reduced
596	Aptus Capital Advisors Fairhope, Alabama	$611M	+$32.5M	39	4.98%	Increased
597	Jump Financial Chicago, Illinois	$610M	+$33.6M	87	6.61%	Increased
598	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$609M	+$13.1M	14	13.03%	Increased
599	BC Broadwood Capital New York	$608M	+$14.3M	2	38.76%	Increased
600	Glenview Trust Louisville, Kentucky	$606M	+$28M	22	10.48%	Increased