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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	Edmond de Rothschild Holding Chambesy, Switzerland	$382M	+$64.3M	49	8.26%	Increased
652	River Road Asset Management Louisville, Kentucky	$380M	-$44.2M	5	4.05%	Reduced
653	NP NS Partners London, United Kingdom	$380M	+$3.76M	8	17.79%	Increased
654	Brandywine Global Investment Management Philadelphia, Pennsylvania	$378M	-$143M	6	2.7%	Reduced
655	HP Harbourvest Partners Boston, Massachusetts	$377M	-$85.8M	14	48.21%	Reduced
656	Cullen Capital Management New York	$376M	-$18.2M	4	3.53%	Reduced
657	CC Cannell & Co New York	$376M	-$15.2M	15	10.65%	Reduced
658	SIC Schwartz Investment Counsel Plymouth, Michigan	$376M	-$26M	15	14.59%	Reduced
659	CT Cambridge Trust Cambridge, Massachusetts	$375M	+$9.43M	50	12.1%	Increased
660	Robeco Schweiz Zurich, Switzerland	$373M	-$40.2M	10	4.84%	Reduced
661	CCM Cadian Capital Management New York	$373M	-$55.5M	5	20.49%	Reduced
662	KC Keenan Capital Burlingame, California	$373M	+$75.6M	8	47.05%	Increased
663	Laurion Capital Management New York	$372M	+$191M	30	3.76%	Increased
664	Atria Investments Charlotte, North Carolina	$371M	-$2.85M	42	6.62%	Reduced
665	Pinnacle Associates New York	$371M	+$8.6M	22	6.4%	Increased
666	Kestra Advisory Services Austin, Texas	$368M	-$38.1M	59	3.73%	Reduced
667	Fuller & Thaler Asset Management San Mateo, California	$368M	+$48.6M	27	2.14%	Increased
668	Wealthfront Advisers Palo Alto, California	$367M	+$26.7M	42	1.55%	Increased
669	ICP ION Crossover Partners Herzliya Pituach, Israel	$367M	-$3.65M	2	95.41%	Reduced
670	GCM Glynn Capital Management Menlo Park, California	$366M	-$98.5M	15	38.99%	Reduced
671	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$365M	$0	1	0.65%	Maintained
672	Border to Coast Pensions Partnership Leeds, United Kingdom	$362M	$0	6	12.21%	Maintained
673	Meitav Investment House Bene-Beraq, Israel	$361M	+$74.5M	15	5.89%	Increased
674	Lazard Frères Gestion Paris, France	$361M	-$9.3M	5	9.76%	Reduced
675	Cerity Partners New York	$360M	+$56.6M	50	5.47%	Increased