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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
626	Profund Advisors Bethesda, Maryland	$104M	-$2.03M	44	4.79%	Reduced
627	VIM Veritas Investment Management London, United Kingdom	$104M	-$4.8M	5	18.35%	Reduced
628	CC Capital Counsel New York	$104M	-$2.01M	5	10.7%	Reduced
629	GCM Glynn Capital Management Menlo Park, California	$103M	+$11.9M	10	35.24%	Increased
630	PPC Park Presidio Capital San Francisco, California	$103M	+$6.79M	3	15.74%	Increased
631	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$102M	+$5.18M	11	19.27%	Increased
632	OAM Origin Asset Management London, United Kingdom	$101M	+$1.89M	7	6.69%	Increased
633	Anchor Capital Advisors Boston, Massachusetts	$101M	-$16.8M	6	3.85%	Reduced
634	DIA Denver Investment Advisors Denver, Colorado	$101M	+$10.7M	22	4.27%	Increased
635	Jupiter Asset Management London, United Kingdom	$101M	-$447K	11	3.78%	Reduced
636	CAM Contour Asset Management New York	$101M	+$24.9M	4	7.16%	Increased
637	Stockbridge Partners Boston, Massachusetts	$101M	+$76.9M	1	4.89%	Increased
638	CC Carlson Capital Dallas, Texas	$100M	-$75.1M	10	1.2%	Reduced
639	SA SQ Advisors Naples, Florida	$100M	+$109M	1	4.21%	New
640	3CP 3G Capital Partners New York	$100M	+$6.42M	1	13.74%	Increased
641	Parallax Volatility Advisers San Francisco, California	$99.9M	+$12M	28	0.2%	Increased
642	ZWJ Investment Counsel Atlanta, Georgia	$99.3M	+$8.29M	6	9.54%	Increased
643	Oppenheimer & Co New York	$99.1M	-$3.21M	27	2.89%	Reduced
644	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$99M	-$2.48M	45	5.11%	Reduced
645	TBC Three Bays Capital Boston, Massachusetts	$98.9M	-$103M	2	4.54%	Reduced
646	Equity Investment Corp Atlanta, Georgia	$98.8M	+$95.6M	1	3.18%	New
647	Hermes Investment Management London Uk, United Kingdom	$98.8M	-$9.61M	7	1.69%	Reduced
648	HSC Harbor Spring Capital New York	$98.7M	+$11.2M	2	18.92%	Increased
649	TP Thunderbird Partners London, United Kingdom	$98.2M	-$35.5M	1	10.74%	Reduced
650	Whittier Trust South Pasadena, California	$98.1M	-$3.45M	30	4.17%	Reduced