← 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	Fifth Third Bancorp Cincinnati, Ohio	$335M	-$12.1M	62	3.11%	Reduced
302	CC Carlson Capital Dallas, Texas	$334M	+$35.7M	11	3.85%	Increased
303	HAM HHR Asset Management Berkeley Heights, New Jersey	$329M	-$27.7M	5	13.95%	Reduced
304	Nomura Holdings Tokyo, Japan	$328M	-$441M	27	1.18%	Reduced
305	Commerzbank Aktiengesellschaft Frankfurt, Germany	$327M	-$250M	26	2.46%	Reduced
306	KCM Kensico Capital Management Greenwich, Connecticut	$326M	-$786K	1	6.88%	Reduced
307	London Company of Virginia Richmond, Virginia	$323M	+$14.1M	4	2.99%	Increased
308	Royal London Asset Management United Kingdom	$321M	+$333M	22	5.18%	New
309	Perkins Investment Management Chicago, Illinois	$319M	-$24.2M	7	4.61%	Reduced
310	SSM Sound Shore Management Greenwich, Connecticut	$319M	+$143M	2	6%	Increased
311	Stephens Investment Management Group Houston, Texas	$318M	-$14.5M	19	11.25%	Reduced
312	Granahan Investment Management Waltham, Massachusetts	$318M	+$39.4M	16	9.84%	Increased
313	Edge Asset Management Seattle, Washington	$317M	-$13.8M	10	3.17%	Reduced
314	Marsico Capital Management Denver, Colorado	$316M	+$92.2M	3	3.29%	Increased
315	Cornerstone Investment Partners Atlanta, Georgia	$315M	-$24.8M	3	8.94%	Reduced
316	FI Focused Investors Los Angeles, California	$314M	-$6.05M	2	11.48%	Reduced
317	DAC Dividend Assets Capital Ridgeland, South Carolina	$313M	+$21M	6	7.93%	Increased
318	Nisa Investment Advisors St. Louis, Missouri	$313M	-$4.93M	38	4.78%	Reduced
319	MP MSD Partners New York	$311M	-$6.56M	1	10.22%	Reduced
320	ArrowMark Colorado Holdings Denver, Colorado	$311M	+$9.27M	16	8.49%	Increased
321	GTP Global Thematic Partners New York	$310M	+$6.08M	2	5.2%	Increased
322	Mondrian Investment Partners London, United Kingdom	$307M	+$27.3M	4	6.5%	Increased
323	Chartwell Investment Partners Berywn, Pennsylvania	$305M	-$9.43M	12	6.55%	Reduced
324	Polar Capital London, United Kingdom	$299M	-$31.5M	18	6.06%	Reduced
325	GA Geneva Advisors Chicago, Illinois	$297M	+$47.8M	17	5.99%	Increased