← 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
401	Hyperion Asset Management Brisbane, Australia	$591M	+$13.4M	6	38.33%	Increased
402	Welch & Forbes Boston, Massachusetts	$589M	-$7.25M	22	10.56%	Reduced
403	New York Life Investment Management New York	$586M	-$69.4M	48	6.7%	Reduced
404	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$585M	+$90.8M	40	9.99%	Increased
405	Daiwa Securities Group Tokyo, Japan	$582M	+$29.5M	69	4.46%	Increased
406	Egerton Capital (UK) London, United Kingdom	$582M	-$577M	1	5.01%	Reduced
407	Mutual of America Capital Management New York	$581M	+$15.8M	58	7.23%	Increased
408	Yacktman Asset Management Austin, Texas	$578M	-$4.41M	2	5.76%	Reduced
409	Yousif Capital Management Bloomfield Hills, Michigan	$578M	+$9M	66	7.58%	Increased
410	SP Summit Partners Boston, Massachusetts	$570M	-$713K	3	46.52%	Reduced
411	Intermede Investment Partners London, United Kingdom	$566M	-$6.88M	5	15.82%	Reduced
412	Swiss Life Asset Management Zurich,	$566M	-$38M	45	9.45%	Reduced
413	CCM Cadian Capital Management New York	$565M	-$56.2M	8	41.01%	Reduced
414	Huntington National Bank Columbus, Ohio	$564M	+$5.14M	106	5.87%	Increased
415	Jupiter Asset Management London, United Kingdom	$563M	-$70.4M	27	8.24%	Reduced
416	Haverford Trust Company Radnor, Pennsylvania	$550M	+$3.84M	12	6.77%	Increased
417	Montrusco Bolton Investments Montreal, Quebec, Canada	$549M	+$46.8M	5	12.75%	Increased
418	BCF BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$549M	+$331M	2	15.73%	Increased
419	RC Rivulet Capital Summit, New Jersey	$538M	+$1.61M	5	33.05%	Increased
420	Clal Insurance Tel-Aviv, Israel	$538M	-$37.8M	10	8.07%	Reduced
421	Employees Retirement System of Texas Austin, Texas	$538M	-$20.3M	13	7.83%	Reduced
422	CAM Contour Asset Management New York	$537M	+$32.1M	8	33.11%	Increased
423	TPSF Texas Permanent School Fund Austin, Texas	$537M	-$4.05M	53	8.14%	Reduced
424	Saturna Capital Bellingham, Washington	$536M	-$2.81M	9	11.52%	Reduced
425	AIM Allen Investment Management New York	$533M	-$2.11M	19	8.56%	Reduced