← 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	Sentry Investments Toronto, Ontario, Canada	$446M	+$3.47M	6	4.51%	Increased
302	TPSF Texas Permanent School Fund Austin, Texas	$446M	-$8.11M	46	5.72%	Reduced
303	AC Alleghany Corporation New York	$443M	$0	2	13.91%	Maintained
304	DFO Duquesne Family Office New York	$442M	+$11M	3	20.1%	Increased
305	MVIP Mar Vista Investment Partners Los Angeles, California	$441M	-$16.3M	5	18.33%	Reduced
306	Gulf International Bank (UK) London, United Kingdom	$433M	+$4.11M	31	5.83%	Increased
307	IVA International Value Advisers	$432M	-$9.64M	3	12.99%	Reduced
308	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$431M	-$86.6M	2	13.77%	Reduced
309	HCM Hoplite Capital Management New York	$430M	+$125M	5	27.3%	Increased
310	Rockefeller Financial Services New York	$429M	+$41.3M	25	8.17%	Increased
311	CRC Cedar Rock Capital London, United Kingdom	$428M	-$8.2M	1	10.56%	Reduced
312	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$426M	-$4.99M	14	6.84%	Reduced
313	Factory Mutual Insurance Waltham, Massachusetts	$426M	+$12.9M	6	4.67%	Increased
314	TPI Tesco Pension Investment London, United Kingdom	$423M	+$8.34M	3	12.14%	Increased
315	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$413M	+$4.96M	34	3.74%	Increased
316	Employees Retirement System of Texas Austin, Texas	$407M	+$4.63M	35	5.33%	Increased
317	AWM Ashmore Wealth Management Wilmington, Delaware	$402M	-$33.5M	4	21.73%	Reduced
318	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$401M	-$6.3M	10	8.67%	Reduced
319	HighTower Advisors Chicago, Illinois	$399M	-$9.74M	47	3.41%	Reduced
320	AAM Ardevora Asset Management London, United Kingdom	$398M	+$81.3M	12	11.9%	Increased
321	Virginia Retirement Systems Richmond, Virginia	$393M	+$25.9M	28	4.78%	Increased
322	Assenagon Asset Management Senningerberg, Luxembourg	$393M	+$326M	13	3.65%	Increased
323	Nicholas Company Milwaukee, Wisconsin	$393M	-$2.27M	18	8.74%	Reduced
324	Boston Trust Walden Boston, Massachusetts	$389M	+$6.21M	16	6.05%	Increased
325	CS Cisco Systems San Jose, California	$385M	-$79M	1	49.81%	Reduced