← 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
426
Yousif Capital Management
Yousif Capital Management
Michigan
$530M -$15.8M 66 7.52% Reduced
427
Martingale Asset Management
Martingale Asset Management
Massachusetts
$529M -$56.4M 46 10.54% Reduced
428
Daiwa Securities Group
Daiwa Securities Group
Japan
$527M +$11.6M 72 4.37% Increased
429
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$526M +$53.7M 5 14.74% Increased
430
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$525M +$4.55M 16 8% Increased
431
Huntington National Bank
Huntington National Bank
Ohio
$525M +$27.3M 104 5.98% Increased
432
AIM
Allen Investment Management
New York
$522M +$34.5M 19 9.02% Increased
433
Ossiam
Ossiam
France
$519M +$96M 59 15.04% Increased
434
HA
HHLR Advisors
Cayman Islands
$510M +$108M 8 13.41% Increased
435
IEQ Capital
IEQ Capital
California
$509M +$71.9M 68 13.97% Increased
436
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$508M +$3.34M 60 5.11% Increased
437
Confluence Investment Management
Confluence Investment Management
Missouri
$506M +$1.49M 9 8.45% Increased
438
TPSF
Texas Permanent School Fund
Texas
$506M +$33M 54 8.12% Increased
439
Zacks Investment Management
Zacks Investment Management
Illinois
$502M +$43.9M 29 8.03% Increased
440
Saturna Capital
Saturna Capital
Washington
$502M -$37.8M 10 12.24% Reduced
441
SCM
Steadfast Capital Management
New York
$500M -$110M 2 13.5% Reduced
442
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$498M +$17.7M 13 6.82% Increased
443
LCP
LGT Capital Partners
Switzerland
$497M +$69.5M 4 15.2% Increased
444
CAM
Contour Asset Management
New York
$495M -$41.6M 9 39.74% Reduced
445
Nomura Holdings
Nomura Holdings
Japan
$495M +$144M 51 2.02% Increased
446
NONA
Ninety One North America
New York
$491M -$9.71M 12 23.56% Reduced
447
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$490M -$24.5M 40 10.51% Reduced
448
RC
Rivulet Capital
New Jersey
$489M +$46.9M 5 29.96% Increased
449
OHCM
Oak Hill Capital Management
New York
$483M $0 1 90.88% Maintained
450
ING Group
ING Group
Netherlands
$478M -$325M 26 8% Reduced