← 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
Frontier Capital Management
Frontier Capital Management
Massachusetts
$708M +$31.5M 20 6.79% Increased
427
MML Investors Services
MML Investors Services
Massachusetts
$706M +$87.4M 70 3.89% Increased
428
AGF Management
AGF Management
Ontario, Canada
$704M +$36M 27 5.11% Increased
429
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$703M +$6.12M 22 17.02% Increased
430
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$702M +$54.3M 27 11.88% Increased
431
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$702M +$99.2M 63 8.34% Increased
432
FAM
Foxhaven Asset Management
Virginia
$699M +$117M 5 22.9% Increased
433
KCM
Kensico Capital Management
Connecticut
$698M +$71.1M 5 28.23% Increased
434
Skye Global Management
Skye Global Management
Florida
$693M -$459M 1 19.19% Reduced
435
RC
Rivulet Capital
New Jersey
$683M -$6.6M 5 41.63% Reduced
436
GHP
Great Hill Partners
Massachusetts
$679M -$88.3M 1 78.93% Reduced
437
LBP AM
LBP AM
France
$678M +$11.8M 28 16.02% Increased
438
Chicago Capital
Chicago Capital
Illinois
$675M -$18.6M 25 30.42% Reduced
439
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$675M +$25.1M 62 3.07% Increased
440
Guinness Asset Management
Guinness Asset Management
United Kingdom
$674M -$353K 13 15.64% Reduced
441
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$673M -$12.2M 3 10.61% Reduced
442
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$669M -$58.5M 5 15.62% Reduced
443
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$668M -$15.8M 28 5.86% Reduced
444
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$664M -$75.8M 36 6.95% Reduced
445
Pathstone Family Office
Pathstone Family Office
New Jersey
$659M +$16.5M 64 9.37% Increased
446
Capital International Inc
Capital International Inc
California
$656M +$61.5M 24 11.92% Increased
447
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$656M +$214M 8 23.94% Increased
448
Troy Asset Management
Troy Asset Management
United Kingdom
$653M -$39.9M 5 19.13% Reduced
449
Cincinnati Insurance
Cincinnati Insurance
Ohio
$652M $0 3 12.4% Maintained
450
Erste Asset Management
Erste Asset Management
Austria
$647M -$25.1M 30 11.4% Reduced