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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
LP
Linonia Partnership
New York
$463M -$14.8M 2 36.73% Reduced
627
TC
TwinBeech Capital
New York
$460M +$72.8M 42 9.06% Increased
628
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$458M -$3.64M 30 13.27% Reduced
629
Gabelli Funds
Gabelli Funds
New York
$457M +$32.1M 29 3.47% Increased
630
CCP
Clarkston Capital Partners
Michigan
$456M +$61.4M 8 8.71% Increased
631
NEI
Northwest & Ethical Investments
Ontario, Canada
$456M +$23.1M 32 13.08% Increased
632
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$454M -$1.42M 12 11.24% Reduced
633
Coldstream Capital Management
Coldstream Capital Management
Washington
$453M +$31.7M 47 11.05% Increased
634
DCP
Darsana Capital Partners
New York
$448M $0 1 12.25% Maintained
635
Capital International Sarl
Capital International Sarl
California
$448M -$19.2M 15 13.67% Reduced
636
Jump Financial
Jump Financial
Illinois
$446M +$152M 92 8.91% Increased
637
SCM
Silvant Capital Management
Georgia
$446M +$20.4M 21 19.77% Increased
638
AE Wealth Management
AE Wealth Management
Kansas
$445M +$71.3M 28 4.45% Increased
639
SpiderRock Advisors
SpiderRock Advisors
Delaware
$437M +$21.1M 36 8.78% Increased
640
Douglas Lane & Associates
Douglas Lane & Associates
New York
$431M +$592K 14 6.12% Increased
641
Marex Group
Marex Group
$430M +$56.3M 31 11.55% Increased
642
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$430M -$14.5M 16 8.77% Reduced
643
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$422M +$225M 9 6.76% Increased
644
LLL
Lynrock Lake LP
New York
$421M +$66.4M 8 27.6% Increased
645
First Financial Bankshares
First Financial Bankshares
Texas
$421M +$6.58M 10 9.66% Increased
646
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$421M -$54.2M 4 17.76% Reduced
647
SCM
Steadfast Capital Management
New York
$421M -$32.8M 5 8.84% Reduced
648
WhitTier Trust Company
WhitTier Trust Company
Nevada
$420M +$5.49M 60 11.67% Increased
649
Hantz Financial Services
Hantz Financial Services
Michigan
$420M -$26.1M 59 8.07% Reduced
650
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$420M +$12.4M 64 2.86% Increased
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