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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
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$492M +$48.8M 45 5.93% Increased
602
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$492M -$1.02M 61 5.19% Reduced
603
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$492M -$1.02M 61 5.19% Reduced
604
OFI Invest Asset Management
OFI Invest Asset Management
France
$490M -$28.1M 34 13.02% Reduced
605
Private Advisor Group
Private Advisor Group
New Jersey
$489M +$27.1M 58 3.28% Increased
606
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$485M +$154M 26 8.6% Increased
607
Martingale Asset Management
Martingale Asset Management
Massachusetts
$483M -$137M 46 10.44% Reduced
608
Robeco Schweiz
Robeco Schweiz
Switzerland
$482M -$4.35M 11 9.25% Reduced
609
NONA
Ninety One North America
New York
$481M -$60.9M 10 24.27% Reduced
610
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$480M +$26.3M 29 9.01% Increased
611
PCM
Palestra Capital Management
New York
$479M +$27.4M 4 18.89% Increased
612
Pinnacle Associates
Pinnacle Associates
New York
$478M -$22.7M 25 7.48% Reduced
613
WPL
WINDACRE PARTNERSHIP LLC
Texas
$476M -$27.7M 2 6.26% Reduced
614
Boston Financial Management
Boston Financial Management
Massachusetts
$475M +$1.7M 20 15.1% Increased
615
Atreides Management
Atreides Management
Massachusetts
$473M -$20.4M 6 15.46% Reduced
616
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$473M -$31.6M 39 5.6% Reduced
617
NP
NS Partners
United Kingdom
$472M +$24.1M 10 21.42% Increased
618
Fiduciary Trust
Fiduciary Trust
Massachusetts
$471M -$6.99M 32 7.07% Reduced
619
John W. Bristol & Co
John W. Bristol & Co
New York
$470M -$10.4M 5 7.61% Reduced
620
Penserra Capital Management
Penserra Capital Management
California
$470M -$51.7M 82 5.95% Reduced
621
PWLP
Prio Wealth Limited Partnership
Massachusetts
$470M -$38.8M 14 14% Reduced
622
Mizuho Securities USA
Mizuho Securities USA
New York
$469M +$441M 30 10.36% New
623
Munro Partners
Munro Partners
Australia
$468M -$156M 7 17.32% Reduced
624
NZS Capital
NZS Capital
Colorado
$467M -$30.3M 10 19.17% Reduced
625
MPM
MBB Public Markets
Illinois
$466M +$398M 52 9.41% Increased
23 24
25
26 27