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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	RE RBC Europe London, United Kingdom	$360M	+$65.9M	60	16.29%	Increased
602	Verition Fund Management Greenwich, Connecticut	$359M	+$196M	53	3.26%	Increased
603	Walleye Trading New York	$356M	+$19.3M	71	1.39%	Increased
604	CLCM Center Lake Capital Management West Palm Beach, Florida	$353M	+$60M	10	50.76%	Increased
605	FCI Financial Counselors Inc Overland Park, Kansas	$353M	+$3.86M	25	7.67%	Increased
606	Maryland State Retirement & Pension System Baltimore, Maryland	$353M	+$1.42M	69	11.53%	Increased
607	Beck Mack & Oliver New York	$352M	+$14.3M	6	9.35%	Increased
608	Curi RMB Capital Chicago, Illinois	$350M	+$29.2M	34	11.69%	Increased
609	Rothschild & Co Asset Management US Stamford, Connecticut	$349M	+$2.26M	13	4.14%	Increased
610	Wedge Capital Management Charlotte, North Carolina	$349M	+$16.9M	15	4.27%	Increased
611	Lyrical Asset Management New York	$349M	-$19.8M	1	4.22%	Reduced
612	Davis Selected Advisers Tucson, Arizona	$347M	+$159M	5	1.43%	Increased
613	CCP Clarkston Capital Partners Rochester, Michigan	$346M	-$2.09M	9	6.17%	Reduced
614	Shelton Capital Management Denver, Colorado	$346M	-$140M	38	13.07%	Reduced
615	SAM Securian Asset Management St Paul, Minnesota	$346M	-$2.33M	39	7.02%	Reduced
616	ACM Alta Capital Management Salt Lake City, Utah	$343M	+$16M	5	9.89%	Increased
617	IC Immersion Capital London, United Kingdom	$343M	+$16.1K	3	33.1%	Increased
618	Fiduciary Trust Boston, Massachusetts	$342M	-$2.99M	30	6.62%	Reduced
619	MCM Makena Capital Management Menlo Park, California	$341M	-$22M	6	50.44%	Reduced
620	Boston Financial Management Boston, Massachusetts	$338M	-$7.33M	22	13.68%	Reduced
621	Junto Capital Management New York	$338M	-$94M	7	10.78%	Reduced
622	Profund Advisors Bethesda, Maryland	$338M	-$6.74M	57	11.34%	Reduced
623	HRT Financial New York	$337M	+$52.1M	79	3.09%	Increased
624	Stephens Inc Little Rock, Arkansas	$336M	+$32.8M	56	5.03%	Increased
625	Pacer Advisors Malvern, Pennsylvania	$335M	-$1.68M	57	4.79%	Reduced