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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	TC TwinBeech Capital Purchase, New York	$376M	-$47.5M	47	7.22%	Reduced
602	Gabelli Funds Rye, New York	$374M	+$13.6M	26	3.03%	Increased
603	Commerzbank Aktiengesellschaft Frankfurt, Germany	$373M	+$17.9M	10	17.69%	Increased
604	Bridgewater Associates Westport, Connecticut	$373M	+$66.7M	33	2.25%	Increased
605	GAMH Greenwoods Asset Management (HK) Hong Kong	$373M	+$287M	1	14.62%	Increased
606	DMC Deer Management Company Larchmont, New York	$373M	-$110M	5	45.4%	Reduced
607	Hantz Financial Services Southfield, Michigan	$372M	-$10.7M	65	9.44%	Reduced
608	MAM Melqart Asset Management London, United Kingdom	$372M	+$90.8M	14	26.54%	Increased
609	Shelton Capital Management Denver, Colorado	$370M	-$1.18M	34	13.56%	Reduced
610	CRCM Cat Rock Capital Management Greenwich, Connecticut	$369M	+$7.61M	7	54.98%	Increased
611	Pinnacle Associates New York	$369M	-$4.65M	29	6.85%	Reduced
612	Curi RMB Capital Chicago, Illinois	$368M	-$829K	38	12.58%	Reduced
613	Elo Mutual Pension Insurance Espoo, Finland	$367M	+$5.38M	37	11.32%	Increased
614	SCA Southpoint Capital Advisors New York	$367M	-$83M	3	8.19%	Reduced
615	Kestra Advisory Services Austin, Texas	$366M	+$20.3M	57	3.6%	Increased
616	Cantor Fitzgerald New York	$366M	-$17.1M	27	9.79%	Reduced
617	Boston Financial Management Boston, Massachusetts	$361M	-$10.7M	20	13.51%	Reduced
618	Trillium Asset Management Boston, Massachusetts	$360M	-$4.1M	16	10.86%	Reduced
619	Synovus Financial Columbus, Georgia	$360M	-$9.89M	42	4.11%	Reduced
620	BMC Battery Management Corp Boston, Massachusetts	$359M	-$110M	3	94.09%	Reduced
621	Lido Advisors Los Angeles, California	$359M	+$17.7M	37	2.73%	Increased
622	Construction & Building Unions Superannuation Fund Melbourne, Australia	$358M	-$120M	5	20.94%	Reduced
623	NIG NFJ Investment Group Dallas, Texas	$358M	-$59M	14	10.41%	Reduced
624	Douglas Lane & Associates New York	$357M	-$17.5M	14	5.99%	Reduced
625	Antipodes Partners Royal Exchange, Australia	$356M	-$39.1M	5	11.45%	Reduced