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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
801	AAM AMI Asset Management Los Angeles, California	$272M	+$8.21M	9	15.67%	Increased
802	Canada Post Corporation Pension Plan Toronto, Canada	$272M	-$16.9M	30	9.47%	Reduced
803	Livforsakringsbolaget Skandia Stockholm, Sweden	$271M	-$14.5M	35	8.72%	Reduced
804	Simplex Trading Chicago, Illinois	$271M	+$92.7M	78	0.16%	Increased
805	Washington Trust Westerly, Rhode Island	$270M	-$5.12M	13	8.4%	Reduced
806	Farmers & Merchants Investments Inc Lincoln, Nebraska	$270M	+$10.2M	68	6.54%	Increased
807	Kingsview Wealth Management Grants Pass, Oregon	$269M	-$21.7M	25	3.27%	Reduced
808	TCG Tremblant Capital Group West Palm Beach, Florida	$266M	-$42.8M	5	7.63%	Reduced
809	TCTC Holdings Dallas, Texas	$265M	+$1.22M	11	6.95%	Increased
810	CPIM Cypress Point Investment Management Mill Valley, California	$264M	-$2.21M	17	47.87%	Reduced
811	Aristotle Atlantic Partners Sarasota, Florida	$264M	-$16.4M	8	10.93%	Reduced
812	Associated Banc-Corp Green Bay, Wisconsin	$262M	+$10.9K	19	6.23%	Increased
813	Caption Management Oklahoma City, Oklahoma	$262M	+$231M	21	1.22%	Increased
814	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$261M	+$1.79M	6	12.59%	Increased
815	C Consulta London, United Kingdom	$261M	+$10.1M	1	9.42%	Increased
816	SCA Southpoint Capital Advisors New York	$261M	+$40.5M	1	5.94%	Increased
817	LSCM Light Street Capital Management Palo Alto, California	$261M	+$46.2M	8	28.88%	Increased
818	Covea Finance Paris, France	$259M	-$63M	9	8.2%	Reduced
819	QPBE Quintet Private Bank (Europe) Luxembourg	$259M	+$13.2M	15	16.17%	Increased
820	GF Greenhouse Funds Baltimore, Maryland	$259M	-$194M	2	13.25%	Reduced
821	Magellan Asset Management Sydney, Australia	$258M	-$489M	3	5.77%	Reduced
822	AG Avala Global New York	$258M	-$113M	3	9.5%	Reduced
823	Choreo LLC Rockford, Illinois	$257M	-$9.3M	47	2.82%	Reduced
824	Thoma Bravo Chicago, Illinois	$257M	$0	2	3.53%	Maintained
825	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$257M	-$13M	16	23.26%	Reduced