← All themes

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
251	MG Meritage Group San Francisco, California	$1.44B	+$305M	9	41.44%	Increased
252	Calamos Advisors Naperville, Illinois	$1.41B	+$58.2M	29	6.1%	Increased
253	Fifth Third Bancorp Cincinnati, Ohio	$1.4B	+$36.7M	110	6.79%	Increased
254	Glenmede Trust Philadelphia, Pennsylvania	$1.4B	-$115M	54	8.2%	Reduced
255	D1 Capital Partners New York	$1.39B	-$380M	6	32.88%	Reduced
256	AIG American International Group New York	$1.39B	-$24.9M	165	9.37%	Reduced
257	Carlyle Group Washington, District of Columbia	$1.39B	-$25.3M	1	23.89%	Reduced
258	Egerton Capital (UK) London, United Kingdom	$1.38B	+$156M	1	9.34%	Increased
259	Point72 Asset Management Stamford, Connecticut	$1.38B	+$502M	41	5.83%	Increased
260	RC RGM Capital Naples, Florida	$1.37B	+$193M	13	71.44%	Increased
261	DF Dent & Co Baltimore, Maryland	$1.35B	+$48.6M	25	19.08%	Increased
262	Nikko Asset Management Americas New York	$1.35B	+$30.5M	18	16.69%	Increased
263	Commonwealth Equity Services Waltham, Massachusetts	$1.35B	+$25.2M	90	3.52%	Increased
264	KeyBank National Association Cleveland, Ohio	$1.34B	-$7.47M	44	6.56%	Reduced
265	Rockefeller Capital Management New York	$1.34B	+$51.1M	155	7.11%	Increased
266	Jane Street New York	$1.32B	+$187M	157	0.56%	Increased
267	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$1.32B	+$180M	25	18.41%	Increased
268	Voloridge Investment Management Jupiter, Florida	$1.31B	+$571M	79	6.8%	Increased
269	Teacher Retirement System of Texas Austin, Texas	$1.31B	-$343M	107	8.82%	Reduced
270	HCM HMI Capital Management San Francisco, California	$1.3B	+$207M	6	52.23%	Increased
271	Osaic Holdings Scottsdale, Arizona	$1.27B	+$23.2M	196	2.8%	Increased
272	Wellcome Trust London, United Kingdom	$1.26B	+$17M	3	16.42%	Increased
273	Brookfield Corp Toronto, Ontario, Canada	$1.25B	+$1.33B	36	5.27%	Increased
274	M&G Investment Management London, United Kingdom	$1.23B	+$189M	23	7.27%	Increased
275	BI BlueSpruce Investments Chicago, Illinois	$1.22B	+$526M	3	23.53%	Increased