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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	CCP Clarkston Capital Partners Rochester, Michigan	$458M	+$929K	11	9.86%	Increased
702	Soros Fund Management New York	$456M	+$139M	17	6.5%	Increased
703	Caxton Associates (UK) London,	$455M	-$125M	31	10.74%	Reduced
704	Metis Global Partners San Diego, California	$455M	-$19.6M	44	10.7%	Reduced
705	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$454M	+$278M	55	14.95%	Increased
706	Hamlin Capital Management New York	$454M	-$40.7M	2	10.34%	Reduced
707	RG Renaissance Group Covington, Kentucky	$454M	+$10.5M	26	17.12%	Increased
708	Evelyn Partners Investment Management London,	$452M	+$7.45M	24	12.85%	Increased
709	AIA Group Hong Kong	$449M	+$57.8M	23	7.95%	Increased
710	Construction & Building Unions Superannuation Fund Melbourne, Australia	$448M	-$27.1M	10	16.33%	Reduced
711	LGP Leonard Green & Partners Los Angeles, California	$447M	$0	1	17.01%	Maintained
712	CC Capital Counsel New York	$447M	-$18.1M	7	17.12%	Reduced
713	Sanibel Captiva Trust Company Sanibel, Florida	$446M	-$7.12M	18	12.7%	Reduced
714	Jain Global New York	$445M	+$29.7M	55	2.11%	Increased
715	Synovus Financial Columbus, Georgia	$445M	+$7.56M	40	5.09%	Increased
716	Quadrature Capital London, United Kingdom	$442M	-$16.6M	28	5.23%	Reduced
717	Confluence Investment Management St. Louis, Missouri	$440M	-$132M	7	6.27%	Reduced
718	North Star Asset Management Neenah, Wisconsin	$439M	+$7.53M	24	17.82%	Increased
719	Harvest Portfolios Group Oakville, Ontario, Canada	$438M	-$191K	12	8.08%	Reduced
720	Atlantic Union Bankshares Glen Allen, Virginia	$438M	+$93.8M	69	8.24%	Increased
721	Busey Bank Urbana, Illinois	$435M	-$6.36M	11	12.12%	Reduced
722	Donaldson Capital Management Evansville, Indiana	$434M	+$17.9M	10	13.75%	Increased
723	Simplex Trading Chicago, Illinois	$433M	+$172M	91	0.22%	Increased
724	GCGM General Catalyst Group Management Cambridge, Massachusetts	$432M	-$41.2M	3	14.2%	Reduced
725	Carnegie Investment Counsel Pepper Pike, Ohio	$429M	-$36.9M	21	8.08%	Reduced