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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
351
RCM
Riverhead Capital Management
Delaware
$282M -$17.4M 46 3.97% Reduced
352
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$281M +$78.8M 7 26.12% Increased
353
Granahan Investment Management
Granahan Investment Management
Massachusetts
$280M +$16.8M 17 10.18% Increased
354
Farallon Capital Management
Farallon Capital Management
California
$279M +$30.8M 2 2.67% Increased
355
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$278M +$47M 16 18.81% Increased
356
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$277M -$14.8M 18 9.68% Reduced
357
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$276M +$23.4M 8 4.66% Increased
358
SGAM
Smith Group Asset Management
Texas
$276M +$6.46M 10 8.25% Increased
359
WP
Wedgewood Partners
Missouri
$276M -$8.32M 2 5% Reduced
360
Abrams Capital Management
Abrams Capital Management
Massachusetts
$275M $0 1 12.99% Maintained
361
Boston Trust Walden
Boston Trust Walden
Massachusetts
$274M +$6.7M 12 4.78% Increased
362
GTP
Global Thematic Partners
New York
$273M +$17.9M 3 5.83% Increased
363
NCGI
Next Century Growth Investors
Minnesota
$272M -$52.9M 18 12.83% Reduced
364
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$271M +$2.89M 17 5.71% Increased
365
SAM
Sentinel Asset Management
Vermont
$270M -$3.33M 11 6.02% Reduced
366
Perkins Investment Management
Perkins Investment Management
Illinois
$269M -$77.1M 6 4.05% Reduced
367
John W. Bristol & Co
John W. Bristol & Co
New York
$268M -$10.9M 4 7.25% Reduced
368
PIA
Piedmont Investment Advisors
North Carolina
$268M +$6.33M 14 5.63% Increased
369
Alyeska Investment Group
Alyeska Investment Group
Illinois
$266M +$15.8M 12 2.45% Increased
370
H
Hexavest
Quebec, Canada
$266M -$75.4M 5 3.97% Reduced
371
Balyasny Asset Management
Balyasny Asset Management
Illinois
$265M -$196M 35 1.57% Reduced
372
Regions Financial Corp
Regions Financial Corp
Alabama
$265M -$8.32M 27 3.51% Reduced
373
ACM
American Capital Management
New York
$265M +$18M 14 23.14% Increased
374
Nomura Asset Management
Nomura Asset Management
Japan
$264M +$24.2M 28 5.04% Increased
375
TAM
Tiverton Asset Management
Delaware
$264M -$19.4M 14 8.99% Reduced
13 14
15
16 17