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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	Walleye Capital New York	$333M	+$193M	69	0.85%	Increased
652	Sit Investment Associates Minneapolis, Minnesota	$332M	+$13.3M	26	9.12%	Increased
653	FI Focused Investors Los Angeles, California	$332M	-$5.18M	2	11.82%	Reduced
654	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$331M	-$50.1M	6	18.46%	Reduced
655	GIP Granite Investment Partners El Segundo, California	$330M	+$2.54M	29	13.83%	Increased
656	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$330M	-$18.5M	15	12.69%	Reduced
657	CC Capital Counsel New York	$329M	+$426K	5	18.34%	Increased
658	WCM WestBridge Capital Management Trianon, Mauritius	$329M	$0	1	40.63%	Maintained
659	Royce & Associates New York	$327M	-$28.9M	40	3.33%	Reduced
660	Atreides Management Boston, Massachusetts	$327M	+$64.2M	4	10.68%	Increased
661	SI Standard Investments New York	$325M	$0	3	19.79%	Maintained
662	Private Advisor Group Morristown, New Jersey	$322M	+$6.58M	49	2.88%	Increased
663	SAM Securian Asset Management St Paul, Minnesota	$321M	-$50.8M	43	9.59%	Reduced
664	NewEdge Wealth Pittsburgh, Pennsylvania	$319M	-$10.3M	40	10.11%	Reduced
665	BOK Financial Tulsa, Oklahoma	$318M	-$19.4M	63	7%	Reduced
666	EP Wealth Advisors Torrance, California	$317M	-$269M	24	4.91%	Reduced
667	SAM Shell Asset Management The Hague, Netherlands	$314M	+$3.16M	72	12.97%	Increased
668	Disciplined Growth Investors Minneapolis, Minnesota	$314M	-$6.88M	9	7.46%	Reduced
669	AA AF Advisors Sacramento, California	$314M	+$466K	1	97.71%	Increased
670	F.L. Putnam Investment Management Lynnfield, Massachusetts	$313M	+$918K	20	8.68%	Increased
671	Norinchukin Bank Tokyo, Japan	$312M	-$167M	34	7.32%	Reduced
672	LF Lannebo Fonder Stockholm, Sweden	$309M	-$1.06M	10	45.95%	Reduced
673	SCM Silvant Capital Management Atlanta, Georgia	$309M	-$4.61M	22	18.69%	Reduced
674	R.M. Davis Inc Portland, Maine	$309M	+$8.31M	15	7.76%	Increased
675	TC Tairen Capital Hong Kong	$308M	-$525M	8	43.31%	Reduced