← 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
451	1919 Investment Counsel Baltimore, Maryland	$166M	-$2.91M	23	3.4%	Reduced
452	Mitsubishi UFJ Asset Management Tokyo, Japan	$165M	-$32.4M	23	4.95%	Reduced
453	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$164M	-$1.46M	19	5.36%	Reduced
454	ACM American Capital Management New York	$164M	+$3.97M	11	19.11%	Increased
455	Scout Investments Kansas City, Missouri	$164M	-$11.1M	5	2.21%	Reduced
456	ARC Absolute Return Capital Boston, Massachusetts	$163M	+$6.32M	15	2.29%	Increased
457	Arrowstreet Capital Boston, Massachusetts	$163M	-$25.8M	21	0.88%	Reduced
458	EP Edinburgh Partners Edinburgh, United Kingdom	$162M	-$19.5M	1	17.31%	Reduced
459	HI Honeywell International Charlotte, North Carolina	$161M	-$23.5M	4	3.78%	Reduced
460	SSM Sound Shore Management Greenwich, Connecticut	$161M	-$98.8M	2	2.59%	Reduced
461	Gabelli Funds Rye, New York	$161M	-$15.8M	8	0.82%	Reduced
462	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$160M	-$15.9M	2	3.2%	Reduced
463	Anchor Capital Advisors Boston, Massachusetts	$159M	-$26.3M	6	3.28%	Reduced
464	Mutual of America Capital Management New York	$158M	+$1.61M	33	3.78%	Increased
465	CM CS McKee Pittsburgh, Pennsylvania	$156M	-$8.33M	2	3.59%	Reduced
466	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$154M	+$14.3M	1	13.19%	Increased
467	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$151M	-$32.5M	1	2.69%	Reduced
468	Nomura Holdings Tokyo, Japan	$150M	-$79.4M	41	0.41%	Reduced
469	WAM World Asset Management Detroit, Michigan	$150M	+$8.92M	37	4.48%	Increased
470	Commonwealth Equity Services Waltham, Massachusetts	$149M	+$3.95M	24	1.82%	Increased
471	Palisade Capital Management Fort Lee, New Jersey	$149M	+$730K	14	3.78%	Increased
472	Norinchukin Bank Tokyo, Japan	$149M	+$9.72M	15	4.26%	Increased
473	YCMGA York Capital Management Global Advisors New York	$148M	+$872K	2	1.5%	Increased
474	Livforsakringsbolaget Skandia Stockholm, Sweden	$148M	-$8.15M	23	5.57%	Reduced
475	TCOTO Trust Company of the Ozarks Springfield, Missouri	$148M	-$2.86M	9	41.56%	Reduced