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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	HCM Hitchwood Capital Management New York	$406M	-$113M	9	13.76%	Reduced
627	Steward Partners Investment Advisory New York	$405M	+$30M	115	6.16%	Increased
628	Profund Advisors Bethesda, Maryland	$405M	-$16.8M	64	13.24%	Reduced
629	MAI Capital Management Independence, Ohio	$405M	+$14.7M	35	6.52%	Increased
630	E. Ohman J:or Asset Management Stockholm, Sweden	$402M	-$18.3M	43	11.6%	Reduced
631	MCM Mudrick Capital Management New York	$402M	-$924K	1	55.24%	Reduced
632	SAM Securian Asset Management St Paul, Minnesota	$402M	-$3.06M	39	7.42%	Reduced
633	AE Wealth Management Topeka, Kansas	$401M	+$13.6M	57	2.8%	Increased
634	Varma Mutual Pension Insurance Co Helsinki, Finland	$400M	-$46.8M	15	5.82%	Reduced
635	Fiduciary Trust Boston, Massachusetts	$400M	-$7.91M	32	6.57%	Reduced
636	Corvex Management New York	$399M	+$66.7M	4	15.75%	Increased
637	Driehaus Capital Management Chicago, Illinois	$398M	-$281M	13	4.06%	Reduced
638	Curi RMB Capital Chicago, Illinois	$397M	+$4.65M	35	11.97%	Increased
639	Westwood Holdings Group Dallas, Texas	$396M	+$40.8M	17	3.56%	Increased
640	Crestwood Advisors Group Boston, Massachusetts	$395M	-$7.01M	17	10.26%	Reduced
641	Allstate Corporation Northbrook, Illinois	$394M	+$272M	53	7.53%	Increased
642	SFI Siemens Fonds Invest Munich, Germany	$393M	-$77.5M	32	25.94%	Reduced
643	MUFG Americas New York	$390M	-$3.66M	32	7.3%	Reduced
644	Great Lakes Advisors Chicago, Illinois	$389M	-$65.8M	32	5.91%	Reduced
645	Boston Financial Management Boston, Massachusetts	$388M	+$23M	23	14.13%	Increased
646	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$388M	+$2.27M	27	11.45%	Increased
647	Guinness Asset Management London, United Kingdom	$385M	+$42.7M	11	15.05%	Increased
648	FCI Financial Counselors Inc Overland Park, Kansas	$384M	-$29.5M	26	7.89%	Reduced
649	Laird Norton Wetherby Trust Company Seattle, Washington	$384M	-$7.2M	8	35.92%	Reduced
650	RCW Rheos Capital Works Tokyo, Japan	$382M	+$27.9M	17	16.68%	Increased