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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
426
LCP
LGT Capital Partners
Switzerland
$528M +$17.4M 4 15.43% Increased
427
SL
Sonnipe Ltd
Isle Of Man
$524M +$447M 13 97.17% New
428
Confluence Investment Management
Confluence Investment Management
Missouri
$523M -$493K 9 7.8% Reduced
429
BMC
Battery Management Corp
Massachusetts
$518M $0 5 94.74% Maintained
430
DMC
Deer Management Company
New York
$508M -$103M 6 46.73% Reduced
431
Chicago Capital
Chicago Capital
Illinois
$507M +$37.9M 23 28.07% Increased
432
Zacks Investment Management
Zacks Investment Management
Illinois
$507M -$23.5M 38 7.08% Reduced
433
AAM
Ardevora Asset Management
United Kingdom
$502M -$334M 15 8.54% Reduced
434
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$498M +$84.8M 24 15.58% Increased
435
MML Investors Services
MML Investors Services
Massachusetts
$498M +$34.4M 68 3.27% Increased
436
Dorsal Capital Management
Dorsal Capital Management
California
$493M -$111M 5 29.28% Reduced
437
SW
SVB Wealth
Massachusetts
$492M +$20.6M 50 6.64% Increased
438
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$491M -$16.4M 43 9.94% Reduced
439
IEQ Capital
IEQ Capital
California
$488M +$7.59M 66 13.67% Increased
440
AGF Management
AGF Management
Ontario, Canada
$488M +$478M 31 3.54% New
441
Guinness Asset Management
Guinness Asset Management
United Kingdom
$486M +$46.2M 13 13.65% Increased
442
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$484M +$36.4M 27 5.04% Increased
443
HRT Financial
HRT Financial
New York
$483M -$229M 68 6.83% Reduced
444
Erste Asset Management
Erste Asset Management
Austria
$483M +$11.9M 30 10.19% Increased
445
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$483M -$9.51M 8 7.3% Reduced
446
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$481M +$33.9M 47 9.19% Increased
447
1WCM
12 West Capital Management
New York
$481M -$60.7M 9 48.64% Reduced
448
Martingale Asset Management
Martingale Asset Management
Massachusetts
$481M -$102M 42 9.37% Reduced
449
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$477M -$6.97M 62 2.48% Reduced
450
Regions Financial Corp
Regions Financial Corp
Alabama
$475M -$8.06M 36 4.37% Reduced
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