-
Roper Technologies Inc. (ROP $450.51)
-
Constellation Software Inc. (CSU $3,325.58)
-
GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.89)
-
TerraVest Industries Inc. (TVK $158.35)
-
Waste Connections Inc. (WCN $242.02)
-
Heico Corporation (HEI $308.73)
Q: Apar from CSU and related companies, are there other vertical software comp[anies in large addressable markets in sectors such as healthcare, media and industrials that you find arttractive? At what prices would you recommend initiating a position and why do you find them attractive.
Thank you
Sam
Thank you
Sam