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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	Mizuho Markets Americas New York	$521M	+$204M	16	9.33%	Increased
627	Pinnacle Associates New York	$521M	+$62.2M	26	7.06%	Increased
628	SM Senvest Management New York	$519M	+$136M	5	15.94%	Increased
629	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$510M	+$6.97M	31	15.27%	Increased
630	Junto Capital Management New York	$509M	-$117M	12	9.85%	Reduced
631	Benjamin Edwards Inc Clayton, Missouri	$506M	+$15.8M	51	7.24%	Increased
632	PEP Providence Equity Partners Providence, Rhode Island	$505M	$0	1	51.54%	Maintained
633	Hood River Capital Management Palm Beach Gardens, Florida	$502M	+$20.9M	13	7.4%	Increased
634	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$500M	+$439M	6	14.28%	New
635	F.L. Putnam Investment Management Lynnfield, Massachusetts	$500M	-$28M	27	9.13%	Reduced
636	SIM Seilern Investment Management London, United Kingdom	$499M	+$523M	5	28.45%	New
637	Fiduciary Trust Boston, Massachusetts	$497M	-$1.28M	34	6.56%	Reduced
638	Gabelli Funds Rye, New York	$495M	+$63.1M	32	3.72%	Increased
639	Walleye Capital New York	$494M	-$181M	97	1.21%	Reduced
640	Beacon Pointe Advisors Newport Beach, California	$492M	+$2.4M	37	5.46%	Increased
641	NP NS Partners London, United Kingdom	$491M	+$4.65M	10	20.3%	Increased
642	John W. Bristol & Co New York	$488M	+$20.7M	6	8.01%	Increased
643	Oribel Capital Management New York	$484M	+$220M	10	16.51%	Increased
644	FFA First Foundation Advisors Irvine, California	$483M	+$2.17M	16	18.18%	Increased
645	DPCM Darlington Partners Capital Management Greenbrae, California	$483M	-$28.8M	2	18.05%	Reduced
646	Granahan Investment Management Waltham, Massachusetts	$482M	-$191M	26	20.13%	Reduced
647	IHG Insight Holdings Group New York	$481M	-$387M	12	31.14%	Reduced
648	EC Eminence Capital New York	$481M	-$304M	4	7.35%	Reduced
649	WhitTier Trust Company Reno, Nevada	$480M	+$19.9M	65	11.79%	Increased
650	Coldstream Capital Management Bellevue, Washington	$480M	+$7.21M	51	10.22%	Increased