← 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$426M +$17M 37 6.14% Increased
377
SGAM
Smith Group Asset Management
Texas
$425M -$33.7M 15 13.76% Reduced
378
Williams Jones & Associates
Williams Jones & Associates
New York
$423M +$5.08M 18 9.35% Increased
379
Utah Retirement Systems
Utah Retirement Systems
Utah
$421M +$3.25M 50 8.35% Increased
380
Ariel Investments
Ariel Investments
Illinois
$419M -$4.88M 5 5.21% Reduced
381
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$416M -$12.6M 101 7.53% Reduced
382
GHCM
Glen Harbor Capital Management
California
$414M +$30.5M 71 8.9% Increased
383
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$414M +$7.65M 42 2.91% Increased
384
Welch & Forbes
Welch & Forbes
Massachusetts
$410M -$681K 21 10.29% Reduced
385
CAM
Contour Asset Management
New York
$408M +$112M 7 29.2% Increased
386
OCBV
Ownership Capital B.V.
Netherlands
$408M +$23.2M 5 20.45% Increased
387
Comgest Global Investors
Comgest Global Investors
France
$406M +$54.3M 6 8.89% Increased
388
EP
Elkfork Partners
Oregon
$404M +$29.8M 61 10.13% Increased
389
HL Financial Services
HL Financial Services
Kentucky
$403M -$15.6M 22 6.2% Reduced
390
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$403M -$6.7M 9 11.41% Reduced
391
TPI
Tesco Pension Investment
United Kingdom
$403M +$17.9M 5 10.09% Increased
392
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$399M +$22.5M 32 8.22% Increased
393
Douglas Lane & Associates
Douglas Lane & Associates
New York
$398M -$6.25M 10 8.26% Reduced
394
Mutual of America Capital Management
Mutual of America Capital Management
New York
$395M -$4.7M 54 5.74% Reduced
395
Skye Global Management
Skye Global Management
Florida
$394M +$91.4M 16 48.38% Increased
396
Farallon Capital Management
Farallon Capital Management
California
$391M -$208M 2 2.94% Reduced
397
NSLI
Nan Shan Life Insurance
Taiwan
$390M +$119M 5 7.7% Increased
398
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$388M -$18.8M 30 3.63% Reduced
399
SI
SQN Investors
California
$387M -$97.7K 6 36.01% Reduced
400
BB&T Securities
BB&T Securities
Virginia
$386M +$8.63M 52 3.72% Increased