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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	IC Immersion Capital London, United Kingdom	$302M	-$6.66M	3	32.01%	Reduced
602	Alta Capital Management Salt Lake City, Utah	$301M	+$164M	5	9.21%	Increased
603	Cannell & Co New York	$300M	+$11.2M	18	9.41%	Increased
604	Rothschild & Co Asset Management US Stamford, Connecticut	$300M	-$93.3M	12	3.7%	Reduced
605	Wedge Capital Management Charlotte, North Carolina	$298M	-$52.7M	18	3.55%	Reduced
606	Pacer Advisors Malvern, Pennsylvania	$298M	-$23.5M	51	5.18%	Reduced
607	Walleye Trading New York	$298M	+$82.4M	70	1.32%	Increased
608	Commerzbank Aktiengesellschaft Frankfurt, Germany	$297M	+$67.5M	5	20.05%	Increased
609	LLL Lynrock Lake LP Rye Brook, New York	$297M	+$3.2M	7	19.43%	Increased
610	Bel Air Investment Advisors Los Angeles, California	$297M	+$291M	26	9.36%	New
611	Cambridge Trust Cambridge, Massachusetts	$294M	+$7.77M	19	12%	Increased
612	Dorsey Asset Management Chicago, Illinois	$293M	+$79.1M	2	30.63%	Increased
613	Beck Mack & Oliver New York	$292M	-$21.4M	6	9%	Reduced
614	Curi RMB Capital Chicago, Illinois	$290M	+$24.3M	34	10.72%	Increased
615	CCM Cota Capital Management San Francisco, California	$290M	+$49.5M	10	63.72%	Increased
616	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$289M	+$46M	3	25.29%	Increased
617	Ferguson Wellman Capital Management Portland, Oregon	$288M	-$62.1M	14	10.03%	Reduced
618	MAI Capital Management Independence, Ohio	$288M	+$5.27M	29	6.43%	Increased
619	DII DCM International IV Menlo Park, California	$288M	$0	1	100%	Maintained
620	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$287M	+$32.2M	52	4.91%	Increased
621	HCM Hitchwood Capital Management New York	$286M	-$53.7M	7	6.52%	Reduced
622	Moody National Bank Trust Division Galveston, Texas	$285M	+$11.6M	23	6.76%	Increased
623	Appaloosa LP Short Hills, New Jersey	$284M	-$57.7M	4	4.08%	Reduced
624	Pinnacle Associates New York	$282M	+$4.84M	21	5.39%	Increased
625	Anchor Capital Advisors Boston, Massachusetts	$282M	+$19M	11	5.97%	Increased