-
Roper Technologies Inc. (ROP $363.06)
-
Constellation Software Inc. (CSU $2,975.00)
-
GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.57)
-
TerraVest Industries Inc. (TVK $143.17)
-
Waste Connections Inc. (WCN $233.31)
-
Heico Corporation (HEI $310.29)
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