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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
701	SCV Sands Capital Ventures Arlington, Virginia	$296M	+$321M	2	44.67%	New
702	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$296M	$0	1	0.68%	Maintained
703	MCM Mudrick Capital Management New York	$294M	-$97M	1	43.88%	Reduced
704	Tower Research Capital (TRC) New York	$293M	-$44.2M	191	7.49%	Reduced
705	CC Capital Counsel New York	$293M	-$4.87M	5	14.43%	Reduced
706	Edmond de Rothschild Holding Chambesy, Switzerland	$293M	+$2.99M	45	6.78%	Increased
707	Intermede Investment Partners London, United Kingdom	$291M	-$2.92M	3	6.7%	Reduced
708	Aristotle Atlantic Partners Sarasota, Florida	$291M	+$6.78M	10	19.26%	Increased
709	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$291M	-$56.8M	3	8.45%	Reduced
710	HSC Harbor Spring Capital New York	$290M	+$7.64M	9	20.41%	Increased
711	JC Joho Capital New York	$290M	-$25.8M	5	38.94%	Reduced
712	KC Keenan Capital Burlingame, California	$287M	+$11.9M	6	39.85%	Increased
713	FCM Fernbridge Capital Management Los Angeles, California	$287M	-$9.3M	4	34.88%	Reduced
714	Elo Mutual Pension Insurance Espoo, Finland	$284M	+$3.86M	29	9.13%	Increased
715	KIP Kayak Investment Partners San Francisco, California	$284M	-$49.4M	11	40.13%	Reduced
716	Blackstone Inc New York	$283M	-$25.2M	17	0.63%	Reduced
717	R.M. Davis Inc Portland, Maine	$282M	-$4.5M	15	7%	Reduced
718	ACP Atalan Capital Partners New York	$282M	+$33.3M	3	17.58%	Increased
719	New Mexico Educational Retirement Board Santa Fe, New Mexico	$282M	-$7.62M	39	9.82%	Reduced
720	Shelton Capital Management Denver, Colorado	$282M	-$92M	34	11.01%	Reduced
721	AC Alleghany Corporation New York	$281M	$0	2	8.67%	Maintained
722	IM Islet Management New York	$281M	+$51.8M	24	6.06%	Increased
723	Davis Selected Advisers Tucson, Arizona	$280M	-$5.48M	5	1.29%	Reduced
724	MIS Morningstar Investment Services Chicago, Illinois	$278M	-$3.36M	4	3.28%	Reduced
725	Homestead Advisers Arlington, Virginia	$278M	-$26.6M	13	6.75%	Reduced