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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
676	Permian Investment Partners Dallas, Texas	$75.2M	+$53.4M	2	17.86%	Increased
677	Creative Planning Overland Park, Kansas	$75.2M	+$9.6M	61	0.66%	Increased
678	Bridgewater Associates Westport, Connecticut	$74.8M	+$30.2M	17	1%	Increased
679	Whittier Trust South Pasadena, California	$74.8M	-$1.66M	27	3.64%	Reduced
680	NorthCoast Asset Management Greenwich, Connecticut	$74.8M	+$64.9M	7	4.08%	Increased
681	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$74.3M	$0	8	9.73%	Maintained
682	TCM Tekne Capital Management New York	$74.1M	-$9.46M	2	18.93%	Reduced
683	AG Aravt Global New York	$74.1M	$0	1	6.35%	Maintained
684	Cohen & Steers New York	$73.9M	+$1.3M	4	0.22%	Increased
685	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$73.6M	+$135K	1	6.92%	Increased
686	Adams Diversified Equity Fund Baltimore, Maryland	$73M	-$441K	4	5.26%	Reduced
687	SKBA Capital Management San Francisco, California	$72.8M	-$110K	4	6.25%	Reduced
688	Perpetual Ltd Sydney, New South Wales, Australia	$72.2M	-$2.61M	5	8.58%	Reduced
689	Janney Capital Management Pittsburgh, Pennsylvania	$71.6M	-$12.5M	4	3.25%	Reduced
690	Waverton Investment Management London, United Kingdom	$71.6M	-$16.5M	3	5.73%	Reduced
691	ANI American National Insurance Galveston, Texas	$71.3M	$0	12	4.54%	Maintained
692	Everett Harris & Co Los Angeles, California	$71.1M	+$420K	4	2.61%	Increased
693	HP Hound Partners New York	$71M	+$7.75M	2	1.54%	Increased
694	SA Smithwood Advisers Los Angeles, California	$70.8M	-$18M	1	17.28%	Reduced
695	SCM Suvretta Capital Management New York	$70.8M	-$32.4M	1	7.5%	Reduced
696	TLCM Tiger Legatus Capital Management New York	$70.6M	-$1.81M	3	24.95%	Reduced
697	Stack Financial Management Whitefish, Montana	$70.4M	-$33.4K	2	9.85%	Reduced
698	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$70.3M	-$1.72M	5	10.23%	Reduced
699	Cannell & Spears New York	$69.9M	-$2.61M	7	7.99%	Reduced
700	ARTA A.R.T. Advisors New York	$69.9M	-$6.55M	38	2.59%	Reduced