← 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
301	Gotham Asset Management New York	$346M	+$1.33M	27	2.89%	Increased
302	CRC Cedar Rock Capital London, United Kingdom	$345M	-$14.6M	1	9.14%	Reduced
303	Edge Asset Management Seattle, Washington	$344M	+$33.9M	11	3.11%	Increased
304	SG Americas Securities New York	$339M	-$462M	41	2.23%	Reduced
305	River Road Asset Management Louisville, Kentucky	$338M	-$29.1M	4	4.99%	Reduced
306	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$337M	-$29.5M	25	1.59%	Reduced
307	Bank of Nova Scotia Toronto, Ontario, Canada	$336M	+$169M	26	1.67%	Increased
308	FI Focused Investors Los Angeles, California	$335M	-$3.82M	2	11.64%	Reduced
309	CC Carlson Capital Dallas, Texas	$334M	-$44.5M	11	3.67%	Reduced
310	Nisa Investment Advisors St. Louis, Missouri	$330M	-$11.6M	37	4.69%	Reduced
311	Causeway Capital Management Los Angeles, California	$329M	+$25.2M	3	8.23%	Increased
312	SCA Southpoint Capital Advisors New York	$327M	+$61.1M	3	13.94%	Increased
313	Two Sigma Advisers New York	$327M	-$120M	44	2.43%	Reduced
314	MCM Marcato Capital Management San Francisco, California	$327M	$0	1	13.65%	Maintained
315	KCM Kensico Capital Management Greenwich, Connecticut	$326M	+$1.39M	1	6.39%	Increased
316	GE General Electric Evendale, Ohio	$324M	-$5.43M	8	0.72%	Reduced
317	ArrowMark Colorado Holdings Denver, Colorado	$323M	+$10.9M	18	7.87%	Increased
318	London Company of Virginia Richmond, Virginia	$322M	+$37.1M	4	2.79%	Increased
319	Chartwell Investment Partners Berywn, Pennsylvania	$319M	+$64.2M	12	6.23%	Increased
320	Saturna Capital Bellingham, Washington	$318M	-$3.82M	12	8.93%	Reduced
321	Ruffer LLP London, United Kingdom	$318M	+$50M	4	13.86%	Increased
322	GTP Global Thematic Partners New York	$318M	+$80.1M	2	4.22%	Increased
323	GH GAM Holding Zurich, Switzerland	$316M	+$13.5M	31	4.58%	Increased
324	Granahan Investment Management Waltham, Massachusetts	$315M	-$31.6M	15	8.93%	Reduced
325	DekaBank Deutsche Girozentrale Frankfurt, Germany	$315M	+$6.78M	30	3.73%	Increased