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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	Fiduciary Trust Boston, Massachusetts	$283M	-$5.38M	24	5.51%	Reduced
627	Oppenheimer & Co New York	$283M	-$3.01M	44	6.44%	Reduced
628	Third Point New York	$283M	+$283M	1	4.74%	New
629	Pathstone Family Office Englewood, New Jersey	$283M	+$48.1M	61	5.1%	Increased
630	Crestwood Advisors Group Boston, Massachusetts	$282M	-$11.4M	19	9.59%	Reduced
631	Greenoaks Capital Partners Orinda, California	$281M	+$4.8M	5	47.2%	Increased
632	NZS Capital Denver, Colorado	$281M	-$27.8M	12	24.02%	Reduced
633	Brinker Capital Investments Berwyn, Pennsylvania	$280M	-$17.5M	57	5.57%	Reduced
634	Cantor Fitzgerald New York	$280M	+$12.7M	23	6.01%	Increased
635	Antipodes Partners Royal Exchange, Australia	$279M	-$50.4M	4	10.02%	Reduced
636	NP NS Partners London, United Kingdom	$279M	+$1.06M	9	16.82%	Increased
637	Close Asset Management London, United Kingdom	$278M	-$23M	12	14.77%	Reduced
638	AAM Alpine Associates Management Palm Beach, Florida	$276M	-$123M	4	12.57%	Reduced
639	Border to Coast Pensions Partnership Leeds, United Kingdom	$272M	-$22.2M	5	8.74%	Reduced
640	MC Metropolis Capital Amersham, United Kingdom	$272M	+$22M	2	13.31%	Increased
641	Atria Investments Charlotte, North Carolina	$272M	+$4.86M	36	5.57%	Increased
642	Commerzbank Aktiengesellschaft Frankfurt, Germany	$272M	-$3.39M	7	16.93%	Reduced
643	EC Engaged Capital Newport Beach, California	$270M	+$27.4M	2	45.68%	Increased
644	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$270M	-$3.23M	25	5.32%	Reduced
645	E. Ohman J:or Asset Management Stockholm, Sweden	$269M	+$13.4M	41	11.74%	Increased
646	Polar Asset Management Partners Toronto, Ontario, Canada	$269M	+$14.3M	27	3.29%	Increased
647	DP Dearborn Partners Chicago, Illinois	$267M	-$3.8M	13	10.77%	Reduced
648	ACMV August Capital Management VII Palo Alto, California	$265M	-$137M	1	100%	Reduced
649	CI Cooper Investors Melbourne, Victoria, Australia	$265M	-$20.5M	6	24.93%	Reduced
650	WI Wafra Inc New York	$264M	+$28.5M	5	10.09%	Increased