← 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
376	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$274M	-$43.3M	11	12.49%	Reduced
377	ExxonMobil Investment Management Irving, Texas	$274M	-$10.2M	18	6.04%	Reduced
378	South Dakota Investment Council Sioux Falls, South Dakota	$273M	-$7.79M	12	5.56%	Reduced
379	HL Financial Services Louisville, Kentucky	$271M	+$6.09M	18	5.56%	Increased
380	CCM Conatus Capital Management Greenwich, Connecticut	$270M	-$77.9M	6	20.14%	Reduced
381	Tocqueville Asset Management New York	$270M	+$1.98M	23	3.3%	Increased
382	Royce & Associates New York	$269M	-$73.8M	26	1.76%	Reduced
383	Fjarde Ap-fonden Stockholm, Sweden	$268M	-$19.5M	27	6.39%	Reduced
384	EP Elkfork Partners Portland, Oregon	$266M	-$6.2M	42	8.15%	Reduced
385	GW&K Investment Management Boston, Massachusetts	$264M	-$3.24M	8	4.97%	Reduced
386	DFO Duquesne Family Office New York	$263M	+$258M	5	17.27%	New
387	MCIM Meadow Creek Investment Management Atlanta, Georgia	$261M	-$7.5M	50	6.32%	Reduced
388	AGA Altrinsic Global Advisors Stamford, Connecticut	$261M	+$3.18M	3	8.87%	Increased
389	Regions Financial Corp Birmingham, Alabama	$260M	-$8.5M	30	3.08%	Reduced
390	Commonwealth Equity Services Waltham, Massachusetts	$260M	+$8.87M	36	1.74%	Increased
391	H Hexavest Montreal, Quebec, Canada	$260M	+$12.6M	4	3.09%	Increased
392	SAM Sentinel Asset Management Montpelier, Vermont	$260M	+$173K	10	6.15%	Increased
393	Jupiter Investment Management London, United Kingdom	$254M	-$27.2M	9	3.59%	Reduced
394	Discovery Capital Management South Norwalk, Connecticut	$254M	+$14.4M	4	4.72%	Increased
395	DAC Dividend Assets Capital Ridgeland, South Carolina	$254M	-$61.6M	7	9.26%	Reduced
396	NEAM New England Asset Management Farmington, Connecticut	$253M	+$1.24M	5	4.18%	Increased
397	Utah Retirement Systems Salt Lake City, Utah	$253M	-$479K	40	6.05%	Reduced
398	Mitsubishi UFJ Asset Management Tokyo, Japan	$253M	+$6.84M	28	5.77%	Increased
399	Rothschild & Co Asset Management US Stamford, Connecticut	$252M	+$20.5M	20	2.9%	Increased
400	John W. Bristol & Co New York	$252M	-$12.1M	4	6.95%	Reduced