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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	BCM Bares Capital Management Austin, Texas	$444M	-$26.9M	6	43.13%	Reduced
702	BOK Financial Tulsa, Oklahoma	$444M	+$527K	58	7.19%	Increased
703	FFM Fullerton Fund Management Singapore	$443M	+$202M	9	17.94%	Increased
704	Nippon Life Global Investors Americas New York	$443M	-$10.1M	8	19.47%	Reduced
705	CCM Candlestick Capital Management Greenwich, Connecticut	$441M	+$133M	8	8.44%	Increased
706	LLL Lynrock Lake LP Rye Brook, New York	$441M	+$8.95M	9	38.89%	Increased
707	Sanibel Captiva Trust Company Sanibel, Florida	$440M	-$2.5M	18	13.53%	Reduced
708	Evelyn Partners Investment Management London,	$438M	+$32.8M	24	13.39%	Increased
709	Intermede Investment Partners London, United Kingdom	$435M	-$24M	5	13.4%	Reduced
710	CM Cercano Management Bellevue, Washington	$430M	-$87.3M	6	12.27%	Reduced
711	Jefferies Financial Group New York	$429M	+$93.7M	49	3.6%	Increased
712	FAM Foxhaven Asset Management Charlottesville, Virginia	$429M	-$13.2M	2	10.34%	Reduced
713	Hantz Financial Services Southfield, Michigan	$428M	-$6.57M	97	6.92%	Reduced
714	North Star Asset Management Neenah, Wisconsin	$428M	+$11.1M	25	18.09%	Increased
715	Avanza Fonder Stockholm, Sweden	$427M	+$44.7M	39	12.65%	Increased
716	Aquatic Capital Management Chicago, Illinois	$427M	+$40.7M	62	8.63%	Increased
717	Capital Advisors Inc Tulsa, Oklahoma	$425M	+$6.54M	13	7.64%	Increased
718	Jain Global New York	$425M	-$26.4M	55	3.29%	Reduced
719	ACM Anomaly Capital Management New York	$424M	+$350M	3	13.48%	Increased
720	SAM Shell Asset Management The Hague, Netherlands	$421M	+$86.3M	72	14.55%	Increased
721	CapitalatWork SA Auderghem,	$420M	+$19.1M	10	12.75%	Increased
722	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$417M	+$227M	4	19.75%	Increased
723	Exchange Traded Concepts Oklahoma City, Oklahoma	$417M	-$10M	66	5.09%	Reduced
724	Synovus Financial Columbus, Georgia	$417M	-$8.35M	41	5.1%	Reduced
725	Advisors Asset Management Monument, Colorado	$416M	-$10.2M	89	7.46%	Reduced