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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
776	MI Markston International White Plains, New York	$67.9M	-$1.83M	5	6.36%	Reduced
777	Melvin Capital Management New York	$67.8M	-$43M	1	1.79%	Reduced
778	KCM Kingdon Capital Management New York	$67.4M	+$26M	2	3.09%	Increased
779	RCM Roystone Capital Management New York	$67.2M	-$8.93M	1	4.09%	Reduced
780	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$66.9M	+$6.27M	4	6.9%	Increased
781	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$66.7M	+$13.7M	7	3.92%	Increased
782	RC Rivulet Capital Summit, New Jersey	$66.7M	+$9.55M	1	13.61%	Increased
783	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$66.7M	+$10.2M	7	7.45%	Increased
784	CHAM Clear Harbor Asset Management Stamford, Connecticut	$66.6M	-$1.3M	6	14.55%	Reduced
785	RAM RWC Asset Management London, United Kingdom	$66.6M	+$2.19M	1	4.07%	Increased
786	LCG Luxor Capital Group New York	$66.5M	-$70.8M	2	1.87%	Reduced
787	RIM Ranger Investment Management Dallas, Texas	$66.4M	-$3.89M	9	4.76%	Reduced
788	TCM Tensile Capital Management Larkspur, California	$66.2M	-$6.7M	1	14.92%	Reduced
789	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$66.1M	-$55K	4	12.71%	Reduced
790	Evercore Trust Company New York	$65.9M	-$2.58M	1	0.22%	Reduced
791	CA Cullinan Associates Louisville, Kentucky	$65.7M	+$205K	13	5.62%	Increased
792	BUB BBVA USA Bancshares Houston, Texas	$65.6M	-$540K	28	4.75%	Reduced
793	Cambridge Investment Research Advisors Fairfield, Iowa	$65.6M	+$7.02M	25	1.22%	Increased
794	Advisor Group Phoenix, Arizona	$65.1M	+$2M	81	1.56%	Increased
795	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$64.9M	-$1.06M	9	8.34%	Reduced
796	Heritage Investors Management Corp Bethesda, Maryland	$64.7M	-$1.72M	6	4.78%	Reduced
797	AIA Affinity Investment Advisors Newport Beach, California	$64.5M	-$12.5M	7	5.48%	Reduced
798	CCM Century Capital Management Boston, Massachusetts	$64.5M	-$2.4M	9	7.93%	Reduced
799	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$64.3M	+$17.2M	3	6.07%	Increased
800	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$64.2M	+$596K	4	8.19%	Increased