← 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
Yousif Capital Management
Yousif Capital Management
Michigan
$806M -$2.78M 77 9.36% Reduced
452
SC
Sylebra Capital
California
$805M -$167M 5 40.58% Reduced
453
SI
Standard Investments
New York
$804M +$228M 5 46.9% Increased
454
Aware Super
Aware Super
Australia
$796M +$15.8M 22 13.55% Increased
455
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$796M -$256M 9 7.96% Reduced
456
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$794M +$19.3M 10 9.21% Increased
457
Mizuho Markets Americas
Mizuho Markets Americas
New York
$793M +$279M 14 16.27% Increased
458
Troy Asset Management
Troy Asset Management
United Kingdom
$792M +$164M 5 21.67% Increased
459
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$787M +$22M 38 7.58% Increased
460
Mutual of America Capital Management
Mutual of America Capital Management
New York
$782M -$18.8M 63 9% Reduced
461
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$779M +$41.4M 82 11.48% Increased
462
Chicago Capital
Chicago Capital
Illinois
$773M -$41.4M 31 21.82% Reduced
463
SL
Sonnipe Ltd
Isle Of Man
$768M -$179M 1 98.86% Reduced
464
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$758M -$56.4M 40 20.13% Reduced
465
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$756M +$38.9M 160 3.01% Increased
466
Regions Financial Corp
Regions Financial Corp
Alabama
$756M +$17.4M 37 5.63% Increased
467
Starboard Value
Starboard Value
New York
$752M +$184M 2 13.67% Increased
468
GCGM
General Catalyst Group Management
Massachusetts
$751M $0 3 84.58% Maintained
469
Findlay Park Partners
Findlay Park Partners
United Kingdom
$749M -$50.5M 4 7.71% Reduced
470
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$741M +$14.1M 63 10.39% Increased
471
Gotham Asset Management
Gotham Asset Management
New York
$737M +$99M 82 6.15% Increased
472
Whittier Trust
Whittier Trust
California
$736M -$1.29M 66 10.25% Reduced
473
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$736M +$115K 22 17.14% Increased
474
Hyperion Asset Management
Hyperion Asset Management
Australia
$733M +$21.8M 5 28.79% Increased
475
Phoenix Financial
Phoenix Financial
Israel
$726M +$59.3M 24 11.11% Increased