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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
651	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$349M	+$27.3M	27	11.36%	Increased
652	RCW Rheos Capital Works Tokyo, Japan	$347M	-$38.2M	10	17.86%	Reduced
653	Montrusco Bolton Investments Montreal, Quebec, Canada	$346M	-$77.7M	4	9.42%	Reduced
654	PWAM Park West Asset Management San Francisco, California	$346M	+$78.1M	6	8.21%	Increased
655	Lyrical Asset Management New York	$345M	-$9.26M	1	4.43%	Reduced
656	CC Cannell & Co New York	$345M	+$16.4M	17	10.55%	Increased
657	GIP Granite Investment Partners El Segundo, California	$343M	-$8.06M	21	10.68%	Reduced
658	DFO Duquesne Family Office New York	$343M	-$250M	7	11.14%	Reduced
659	MAI Capital Management Independence, Ohio	$343M	+$9.64M	34	6.6%	Increased
660	MUFG Americas New York	$342M	+$2.43M	33	6.01%	Increased
661	MP Marcho Partners London, United Kingdom	$341M	+$76.6M	2	21.43%	Increased
662	Atria Investments Charlotte, North Carolina	$340M	+$15.9M	42	6.13%	Increased
663	MAM Melqart Asset Management London, United Kingdom	$339M	+$62.2M	21	16.23%	Increased
664	WI Wafra Inc New York	$338M	+$20.1M	5	12.39%	Increased
665	Capital Wealth Planning Naples, Florida	$337M	+$15.9M	9	9.27%	Increased
666	Laird Norton Wetherby Trust Company Seattle, Washington	$337M	-$68.7K	8	34.46%	Reduced
667	Castle Hook Partners New York	$337M	+$114M	9	12.49%	Increased
668	Woodline Partners San Francisco, California	$335M	+$213M	36	5.47%	Increased
669	NP NS Partners London, United Kingdom	$332M	+$10.4M	8	16.9%	Increased
670	Steward Partners Investment Advisory New York	$332M	+$25.3M	112	5.7%	Increased
671	MNBTD Moody National Bank Trust Division Galveston, Texas	$331M	-$8.97K	23	4.85%	Reduced
672	Pinnacle Associates New York	$329M	-$670K	20	6.07%	Reduced
673	Lazard Frères Gestion Paris, France	$329M	+$383K	5	9.26%	Increased
674	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$329M	+$15.1M	3	24.77%	Increased
675	JCM JS Capital Management New York	$328M	-$235M	7	19.02%	Reduced