← 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	WP Wedgewood Partners St Louis, Missouri	$300M	+$5.88M	1	4.02%	Increased
327	KCM Kensico Capital Management Greenwich, Connecticut	$299M	+$45.7M	1	5.92%	Increased
328	GH GAM Holding Zurich, Switzerland	$298M	+$14.7M	31	4.47%	Increased
329	AL AJO LP Philadelphia, Pennsylvania	$298M	+$88.7M	9	1.25%	Increased
330	DekaBank Deutsche Girozentrale Frankfurt, Germany	$298M	-$4.48M	29	3.71%	Reduced
331	JP Morgan Private Wealth Advisors San Francisco, California	$294M	+$4.97M	31	3.36%	Increased
332	AKRE Capital Management Middleburg, Virginia	$294M	+$28.7M	3	7.45%	Increased
333	London Company of Virginia Richmond, Virginia	$292M	+$14.4M	4	2.69%	Increased
334	CIBC World Market Toronto, Ontario, Canada	$292M	-$75.3K	16	1.19%	Reduced
335	KBC Group Brussels, Belgium	$285M	-$131M	34	3.64%	Reduced
336	MP MSD Partners New York	$284M	-$915K	1	6.71%	Reduced
337	VM Valinor Management New York	$283M	-$73.6M	4	7.42%	Reduced
338	AMF Tjänstepension Stockholm, Sweden	$283M	-$6.84M	7	3.56%	Reduced
339	NCGI Next Century Growth Investors Plymouth, Minnesota	$281M	+$34.3M	17	9.86%	Increased
340	Suntrust Banks Atlanta, Georgia	$280M	+$19.1M	33	1.8%	Increased
341	SAM Sentinel Asset Management Montpelier, Vermont	$280M	-$28.3M	12	6.09%	Reduced
342	Regions Financial Corp Birmingham, Alabama	$280M	-$22.7M	27	3.59%	Reduced
343	NIMC NWQ Investment Management Company Los Angeles, California	$279M	-$69.9M	2	3.48%	Reduced
344	Zurich Cantonal Bank Zurich, Switzerland	$279M	+$128M	54	3.86%	Increased
345	South Dakota Investment Council Sioux Falls, South Dakota	$278M	+$7.36M	15	5.32%	Increased
346	Sit Investment Associates Minneapolis, Minnesota	$277M	+$4.39M	13	4.8%	Increased
347	Congress Asset Management Boston, Massachusetts	$277M	+$17.1M	13	6.64%	Increased
348	Third Point New York	$275M	+$48.6M	1	2.54%	Increased
349	John W. Bristol & Co New York	$274M	+$45.9M	3	5.49%	Increased
350	CAM Contour Asset Management New York	$272M	-$49.2M	4	15.38%	Reduced