← 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
Commerce Bank
Commerce Bank
Missouri
$925M -$32.7M 67 7.53% Reduced
327
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$913M -$69.1M 15 17.19% Reduced
328
GAM
GuardCap Asset Management
United Kingdom
$908M +$96.6M 3 13.94% Increased
329
PineBridge Investments
PineBridge Investments
New York
$908M +$25.1M 57 11.43% Increased
330
GGHC
Gilder Gagnon Howe & Co
New York
$901M -$362M 32 16.06% Reduced
331
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$899M +$196M 49 6.96% Increased
332
Comerica Bank
Comerica Bank
Texas
$888M +$18.3M 93 7.3% Increased
333
Squarepoint
Squarepoint
New York
$881M -$10.6M 103 4.9% Reduced
334
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$878M -$22.5M 3 3.32% Reduced
335
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$867M +$276M 163 5.3% Increased
336
Mirova US
Mirova US
Massachusetts
$866M +$55.4M 3 18.65% Increased
337
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$864M +$25.8M 62 14.17% Increased
338
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$855M -$126M 52 10.76% Reduced
339
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$855M +$65.5M 33 15.8% Increased
340
CIBC World Markets
CIBC World Markets
New York
$854M +$226M 36 8.02% Increased
341
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$852M $0 1 0.28% Maintained
342
Vontobel Holding
Vontobel Holding
Switzerland
$850M -$117M 56 9.18% Reduced
343
Creative Planning
Creative Planning
Kansas
$849M +$128M 75 1.4% Increased
344
ING Group
ING Group
Netherlands
$847M -$122M 31 9.79% Reduced
345
ACM
American Capital Management
New York
$841M +$17.6M 17 31.52% Increased
346
Första AP-fonden
Första AP-fonden
Sweden
$836M -$16.5M 51 10.88% Reduced
347
JSP
Jackson Square Partners
California
$821M -$729M 14 19.18% Reduced
348
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$818M +$84.9M 173 5.28% Increased
349
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$809M +$95.7M 6 14.74% Increased
350
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$808M -$20.4M 43 9.09% Reduced