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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	Metis Global Partners San Diego, California	$362M	+$12.4M	45	11.27%	Increased
702	SP ShawSpring Partners Boston, Massachusetts	$361M	+$90.7M	5	45.63%	Increased
703	Capital Advisors Inc Tulsa, Oklahoma	$361M	-$3.47M	13	7.23%	Reduced
704	Cullen Capital Management New York	$360M	-$25M	4	3.92%	Reduced
705	Antipodes Partners Royal Exchange, Australia	$357M	+$27M	11	12.39%	Increased
706	Picton Mahoney Asset Management Toronto, Ontario, Canada	$357M	+$34.2M	39	11.68%	Increased
707	North Star Asset Management Neenah, Wisconsin	$356M	+$5.13M	21	15.97%	Increased
708	Disciplined Growth Investors Minneapolis, Minnesota	$354M	+$31.6M	10	6.7%	Increased
709	FPM Francisco Partners Management San Francisco, California	$351M	$0	2	32.94%	Maintained
710	SAM Securian Asset Management St Paul, Minnesota	$351M	-$10.5M	42	10.12%	Reduced
711	SCM Steadfast Capital Management New York	$350M	-$48.5M	4	7.77%	Reduced
712	TAL TIG Advisors LLC New York	$350M	+$51.2M	7	22.67%	Increased
713	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$348M	+$10.4M	39	3.01%	Increased
714	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$347M	-$19.5M	17	33.12%	Reduced
715	CF Cypress Funds Los Angeles, California	$345M	-$33.9M	5	37.13%	Reduced
716	Atria Wealth Solutions New York	$344M	-$35.4M	42	3.73%	Reduced
717	Wilmington Savings Fund Society Wilmington, Delaware	$344M	+$149M	78	6.17%	Increased
718	SCM Spyglass Capital Management San Francisco, California	$344M	+$33.7M	6	22.57%	Increased
719	Wedge Capital Management Charlotte, North Carolina	$343M	-$42.7M	20	5.92%	Reduced
720	Heard Capital LLC Chicago, Illinois	$343M	-$26.4M	2	19.21%	Reduced
721	JC Joho Capital New York	$342M	-$14.8M	3	54.02%	Reduced
722	IHL Investment House LLC Redondo Beach, California	$341M	+$4.05M	16	18.39%	Increased
723	MAMU Marathon Asset Management (UK) London, United Kingdom	$340M	-$73M	8	9.39%	Reduced
724	AIA Group Hong Kong	$339M	+$47.7M	12	8.76%	Increased
725	Modera Wealth Management Westwood, New Jersey	$339M	+$4.65M	16	4.32%	Increased