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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	CT Cambridge Trust Cambridge, Massachusetts	$287M	-$1.56M	30	13.21%	Reduced
702	AAM AMI Asset Management Los Angeles, California	$286M	+$10.8M	11	17.71%	Increased
703	CC Cannell & Co New York	$284M	-$19M	13	9.7%	Reduced
704	QPBE Quintet Private Bank (Europe) Luxembourg	$283M	-$22.8M	16	18.9%	Reduced
705	GCM Glynn Capital Management Menlo Park, California	$282M	+$21M	16	61.26%	Increased
706	CloudAlpha Capital Management Hong Kong	$281M	+$36.3M	12	15.09%	Increased
707	Coldstream Capital Management Bellevue, Washington	$280M	-$5.52M	34	9.14%	Reduced
708	SRIM Saratoga Research & Investment Management Saratoga, California	$279M	-$13.3M	6	13.61%	Reduced
709	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$278M	-$12.2M	29	11.33%	Reduced
710	Hawk Ridge Capital Management Los Angeles, California	$277M	+$1.6M	4	13.65%	Increased
711	Stephens Inc Little Rock, Arkansas	$277M	-$47.6M	55	5.31%	Reduced
712	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$277M	+$25.7M	3	7.9%	Increased
713	ACM Argent Capital Management St Louis, Missouri	$276M	-$18.1M	11	9.83%	Reduced
714	Hamlin Capital Management New York	$276M	-$9.92M	2	9.48%	Reduced
715	TCA Taconic Capital Advisors New York	$276M	+$18M	3	11.86%	Increased
716	JPM JANA Partners Management New York	$275M	+$259M	1	19.64%	New
717	Brighton Jones LLC Seattle, Washington	$275M	+$18M	30	13.93%	Increased
718	ZCM Ziegler Capital Management Chicago, Illinois	$274M	+$2.68M	20	10.97%	Increased
719	Vident Advisory Alpharetta, Georgia	$274M	+$282M	63	8.49%	New
720	NPCM North Peak Capital Management New York	$272M	-$66.5M	2	33.54%	Reduced
721	Baupost Group Boston, Massachusetts	$272M	+$98.1M	2	5.21%	Increased
722	CH Cannae Holdings Las Vegas, Nevada	$271M	-$70.3M	1	18.02%	Reduced
723	WCMNY Westchester Capital Management (New York) Valhalla, New York	$271M	+$83.3M	5	7.91%	Increased
724	Castleark Management Chicago, Illinois	$271M	+$9.22M	21	13.79%	Increased
725	AVA Atlas Venture Advisors Boston, Massachusetts	$270M	$0	1	57.41%	Maintained