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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	FFM Fullerton Fund Management Singapore	$412M	+$273M	6	14.38%	Increased
702	LCP LGT Capital Partners Pfaeffikon, Switzerland	$408M	-$73.6M	4	15.54%	Reduced
703	Freestone Grove Partners San Francisco, California	$408M	+$398M	30	5%	New
704	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$406M	-$3.87M	31	13.3%	Reduced
705	Martingale Asset Management Boston, Massachusetts	$405M	-$14.5M	52	9.85%	Reduced
706	BOK Financial Tulsa, Oklahoma	$402M	-$8.93M	63	6.79%	Reduced
707	Synovus Financial Columbus, Georgia	$399M	-$36.7M	41	5.08%	Reduced
708	SW SVB Wealth Boston, Massachusetts	$398M	+$382M	36	7.44%	New
709	ACM ASK Capital Management San Francisco, California	$395M	+$315M	1	89.57%	New
710	Walleye Trading New York	$394M	+$96.1M	52	0.83%	Increased
711	PGGM Investments Zeist, Netherlands	$394M	-$13.4M	23	5.24%	Reduced
712	Tokio Marine Asset Management Tokyo, Japan	$393M	+$47.3M	44	13.96%	Increased
713	Castleark Management Chicago, Illinois	$392M	+$46.5M	25	13.67%	Increased
714	D1 Capital Partners New York	$391M	+$188M	4	6.5%	Increased
715	Sanibel Captiva Trust Company Sanibel, Florida	$391M	-$3.97M	16	12.5%	Reduced
716	Brinker Capital Investments Berwyn, Pennsylvania	$391M	-$23.2M	65	3.9%	Reduced
717	Orion Portfolio Solutions Omaha, Nebraska	$391M	-$23.2M	65	3.9%	Reduced
718	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$391M	-$15.5M	20	15.18%	Reduced
719	Maryland State Retirement & Pension System Baltimore, Maryland	$390M	-$25.1M	81	8.41%	Reduced
720	DCP Darsana Capital Partners New York	$388M	$0	1	11.8%	Maintained
721	Metis Global Partners San Diego, California	$387M	+$7.86M	47	11.68%	Increased
722	Advisors Asset Management Monument, Colorado	$385M	-$10.4M	92	7.09%	Reduced
723	R.M. Davis Inc Portland, Maine	$384M	+$813K	16	7.49%	Increased
724	JHP James Hambro & Partners London, United Kingdom	$381M	+$31.1M	5	15.03%	Increased
725	Jain Global New York	$379M	+$368M	50	11.3%	New