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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	Trillium Asset Management Boston, Massachusetts	$377M	+$22.9M	16	10.58%	Increased
627	CRCM Cat Rock Capital Management Greenwich, Connecticut	$377M	-$88.2M	6	52.01%	Reduced
628	Elo Mutual Pension Insurance Espoo, Finland	$377M	+$13.7M	37	11.1%	Increased
629	Curi RMB Capital Chicago, Illinois	$377M	-$4.7M	38	12.38%	Reduced
630	Fiduciary Trust Boston, Massachusetts	$377M	-$1.1M	29	6.64%	Reduced
631	DFO Duquesne Family Office New York	$374M	+$97.5M	5	13.02%	Increased
632	Oppenheimer & Co New York	$373M	-$15.1M	54	7.46%	Reduced
633	Boston Financial Management Boston, Massachusetts	$372M	-$7.2M	21	13.44%	Reduced
634	FI Focused Investors Los Angeles, California	$370M	-$37.5M	2	12.41%	Reduced
635	Kentucky Retirement Systems Frankfort, Kentucky	$368M	+$6.02M	30	12.33%	Increased
636	Weiss Multi-Strategy Advisers New York	$368M	-$36.5M	49	7.45%	Reduced
637	Gabelli Funds Rye, New York	$367M	-$22.6M	27	2.78%	Reduced
638	Andra AP-fonden Goteborg, Sweden	$366M	-$6.18M	52	9.26%	Reduced
639	FMC FTV Management Company San Francisco, California	$364M	+$10.1M	1	98.03%	Increased
640	Kestra Advisory Services Austin, Texas	$364M	+$13M	56	3.64%	Increased
641	Oribel Capital Management New York	$363M	+$80.8M	9	20.03%	Increased
642	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$361M	-$38.8M	14	12.92%	Reduced
643	Douglass Winthrop Advisors New York	$360M	-$1.89M	15	8.61%	Reduced
644	NP NS Partners London, United Kingdom	$359M	-$2.28M	9	18.93%	Reduced
645	Cetera Investment Advisers Schaumburg, Illinois	$359M	+$8.53M	60	3.02%	Increased
646	Maverick Capital Dallas, Texas	$357M	-$94M	37	7.61%	Reduced
647	Lido Advisors Los Angeles, California	$357M	+$23.2M	35	2.54%	Increased
648	Crestwood Advisors Group Boston, Massachusetts	$356M	-$1.21M	16	11.2%	Reduced
649	Royce & Associates New York	$353M	-$14.7M	40	3.43%	Reduced
650	GIP Granite Investment Partners El Segundo, California	$353M	+$10.6M	28	14.05%	Increased