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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	SCM Silvant Capital Management Atlanta, Georgia	$479M	+$1.56M	21	19.9%	Increased
652	SP ShawSpring Partners Boston, Massachusetts	$479M	+$101M	7	63.42%	Increased
653	Maverick Capital Dallas, Texas	$478M	-$3.09M	14	8.61%	Reduced
654	LLL Lynrock Lake LP Rye Brook, New York	$471M	+$11M	9	32.49%	Increased
655	Aptus Capital Advisors Fairhope, Alabama	$468M	+$82M	32	4.9%	Increased
656	TCM Tensile Capital Management Larkspur, California	$467M	-$29.5M	7	48.48%	Reduced
657	Penserra Capital Management Orinda, California	$466M	+$105M	58	8.53%	Increased
658	Engineers Gate Manager New York	$465M	-$36.2M	114	8.1%	Reduced
659	FFM Fisher Funds Management Auckland, New Zealand	$465M	+$449M	7	11.22%	New
660	Hamlin Capital Management New York	$463M	-$22.3M	2	11.47%	Reduced
661	Glenview Trust Louisville, Kentucky	$463M	+$18.5M	21	8.68%	Increased
662	CCP Clarkston Capital Partners Rochester, Michigan	$460M	+$30.9M	9	8.82%	Increased
663	PIMC Praesidium Investment Management Company New York	$459M	-$48.8M	9	77.04%	Reduced
664	First Financial Bankshares Abilene, Texas	$457M	+$638K	11	9.89%	Increased
665	Badgley Phelps Wealth Managers Seattle, Washington	$456M	-$4.94M	13	10.65%	Reduced
666	BCM Bares Capital Management Austin, Texas	$455M	-$30.8M	4	40.97%	Reduced
667	Avantax Advisory Services Dallas, Texas	$455M	+$20.6M	70	2.86%	Increased
668	SCM Spyglass Capital Management San Francisco, California	$452M	+$72.5M	6	25.43%	Increased
669	SC Strategy Capital Los Altos, California	$452M	-$16.9M	4	36.79%	Reduced
670	Axxcess Wealth Management Carlsbad, California	$450M	-$429K	30	10.81%	Reduced
671	Kentucky Retirement Systems Frankfort, Kentucky	$448M	-$6.03M	30	13.19%	Reduced
672	Robeco Schweiz Zurich, Switzerland	$447M	-$62.8M	10	9.55%	Reduced
673	Sit Investment Associates Minneapolis, Minnesota	$447M	-$17.2M	29	10.14%	Reduced
674	Westwood Holdings Group Dallas, Texas	$446M	+$9.5M	19	3.43%	Increased
675	Summit Partners Public Asset Management Boston, Massachusetts	$443M	-$8.64M	16	8.46%	Reduced