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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
726	ACM Ashford Capital Management Wilmington, Delaware	$77.2M	-$1.95M	11	15.89%	Reduced
727	PFC Poplar Forest Capital Pasadena, California	$77.2M	-$978K	3	6.61%	Reduced
728	Waverton Investment Management London, United Kingdom	$77.1M	+$1.69M	3	5.19%	Increased
729	CAM Contour Asset Management New York	$77M	-$53.6M	4	4.15%	Reduced
730	SC ShearLink Capital New York	$76.8M	-$9.43M	3	24.37%	Reduced
731	Kennedy Capital Management St Louis, Missouri	$76.5M	-$2.97M	10	1.47%	Reduced
732	PC PM Capital Sydney, Australia	$76.3M	-$6.37M	2	12.27%	Reduced
733	SCA Summit Creek Advisors Minneapolis, Minnesota	$76.3M	-$9.34M	6	12.5%	Reduced
734	Jane Street New York	$76M	-$9.48M	42	0.36%	Reduced
735	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$76M	+$6.44M	11	6.13%	Increased
736	Första AP-fonden Stockholm, Sweden	$75.4M	+$20.2M	7	2.1%	Increased
737	Donaldson Capital Management Evansville, Indiana	$75.4M	+$18.4M	6	9.98%	Increased
738	IG Ithaka Group Arlington, Virginia	$75.4M	-$12.7M	5	11.84%	Reduced
739	HCMT Highland Capital Management (Texas) Dallas, Texas	$75.3M	-$107M	7	2.3%	Reduced
740	PRCM Pine River Capital Management Minnetonka, Minnesota	$75M	-$17M	13	1.29%	Reduced
741	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$74.8M	-$28.7M	33	1.48%	Reduced
742	OMC Oak Management Corp Wilton, Connecticut	$74.7M	-$40.1M	2	20.88%	Reduced
743	ORIO Old Republic International (ORI) Chicago, Illinois	$74.5M	+$22.8M	2	3.23%	Increased
744	VEPM Vista Equity Partners Management San Francisco, California	$74.5M	-$3.99M	10	33.95%	Reduced
745	WestEnd Advisors Charlotte, North Carolina	$74.3M	-$28.7M	1	5.33%	Reduced
746	CM CS McKee Pittsburgh, Pennsylvania	$74.2M	-$32.8M	2	4.72%	Reduced
747	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$73.6M	+$2.7M	55	0.92%	Increased
748	Meag Munich Ergo Munich, Germany	$73M	+$15.2M	6	3.6%	Increased
749	PC Passport Capital San Francisco, California	$72.9M	-$62.1M	3	1.51%	Reduced
750	CIPU Caledonia Investments plc (UK) London England, United Kingdom	$72.6M	$0	2	25.21%	Maintained