← 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
326
GH
GAM Holding
Switzerland
$294M +$12.3M 32 4.4% Increased
327
TCM
Tetrem Capital Management
Manitoba, Canada
$294M -$20M 4 8.29% Reduced
328
CIBC World Market
CIBC World Market
Ontario, Canada
$293M +$4.04M 17 1.1% Increased
329
KCM
Kensico Capital Management
Connecticut
$293M +$1.39M 1 6.37% Increased
330
HCM
Herndon Capital Management
Georgia
$290M -$150M 5 3.95% Reduced
331
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$290M -$11.4M 14 5.68% Reduced
332
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$289M +$2.2M 26 3.45% Increased
333
CCM
Cornerstone Capital Management
Minnesota
$288M +$32.6M 3 9.36% Increased
334
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$287M -$55.6M 16 2.17% Reduced
335
SAM
Shell Asset Management
Netherlands
$287M +$12.9M 28 4.59% Increased
336
GE
General Electric
Ohio
$286M -$11.9M 6 0.67% Reduced
337
Granahan Investment Management
Granahan Investment Management
Massachusetts
$286M +$15.7M 14 8.35% Increased
338
Nomura Holdings
Nomura Holdings
Japan
$285M +$113M 35 0.76% Increased
339
London Company of Virginia
London Company of Virginia
Virginia
$284M +$35.4M 4 2.97% Increased
340
Royal London Asset Management
Royal London Asset Management
United Kingdom
$283M +$64M 18 5.35% Increased
341
Boston Trust Walden
Boston Trust Walden
Massachusetts
$282M -$14.2M 12 4.2% Reduced
342
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$281M +$1.35M 23 4.99% Increased
343
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$279M -$19.5M 22 4.35% Reduced
344
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$279M -$23.4M 29 1.86% Reduced
345
DnB Asset Management
DnB Asset Management
Norway
$278M -$12.4M 8 6.29% Reduced
346
RCM
Riverhead Capital Management
Delaware
$277M +$51.6M 20 4.21% Increased
347
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$276M -$37M 3 8.45% Reduced
348
Suntrust Banks
Suntrust Banks
Georgia
$276M -$19.3M 27 1.87% Reduced
349
Highbridge Capital Management
Highbridge Capital Management
New York
$274M +$172M 25 3.5% Increased
350
Welch & Forbes
Welch & Forbes
Massachusetts
$272M -$1.88M 14 8% Reduced