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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
601	CCG Clearlake Capital Group Santa Monica, California	$449M	$0	2	84.97%	Maintained
602	LT Lindsell Train London, United Kingdom	$449M	-$49.1M	5	17.07%	Reduced
603	HB Wealth Management Atlanta, Georgia	$448M	+$7.85M	57	2.51%	Increased
604	Allworth Financial Folsom, California	$447M	-$69.2M	145	1.9%	Reduced
605	Jump Financial Chicago, Illinois	$447M	+$133M	66	3.59%	Increased
606	Madison Asset Management Madison, Wisconsin	$445M	+$116M	20	5.3%	Increased
607	Cannell & Spears New York	$444M	+$13M	14	7.9%	Increased
608	Brighton Jones LLC Seattle, Washington	$444M	+$4.55M	70	8.25%	Increased
609	CIP Champlain Investment Partners Burlington, Vermont	$443M	-$803M	14	11.37%	Reduced
610	Comgest Global Investors Paris, France	$442M	-$343M	4	9.72%	Reduced
611	Saudi Central Bank Riyadh, Saudi Arabia	$441M	+$214M	35	5.79%	Increased
612	LLL Lynrock Lake LP Rye Brook, New York	$438M	-$57.3M	8	27.67%	Reduced
613	XTX Topco George Town, Cayman Islands	$436M	+$166M	135	5.65%	Increased
614	Jain Global New York	$436M	+$147M	52	1.72%	Increased
615	Laird Norton Wetherby Trust Company Seattle, Washington	$436M	-$6.06M	40	8.38%	Reduced
616	Peregrine Capital Management Minneapolis, Minnesota	$435M	+$8.28M	23	14.14%	Increased
617	Engineers Gate Manager New York	$435M	-$51.3M	97	5.64%	Reduced
618	GGHC Gilder Gagnon Howe & Co New York	$433M	+$53.4M	20	4.47%	Increased
619	Jefferies Financial Group New York	$430M	+$32.6M	50	2.83%	Increased
620	Longview Partners St Peter Port, Guernsey	$428M	-$127M	2	6.94%	Reduced
621	PGGM Investments Zeist, Netherlands	$426M	+$17.1M	5	10.48%	Increased
622	Kinetic Partners Management Miami, Florida	$425M	+$154M	5	10.15%	Increased
623	ARAM Ardmore Road Asset Management New York	$424M	+$183M	14	24.9%	Increased
624	ACR Alpine Capital Research St. Louis, Missouri	$424M	+$62.6M	1	6.02%	Increased
625	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$423M	-$13.2M	3	45.44%	Reduced