← 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
476
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$168M -$18.1M 18 1.73% Reduced
477
TGCM
Tukman Grossman Capital Management
California
$165M -$5.43M 2 9.62% Reduced
478
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$165M -$253M 2 3.2% Reduced
479
Mason Street Advisors
Mason Street Advisors
Wisconsin
$165M +$2.59M 43 5.16% Increased
480
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$164M +$2.93M 24 4.74% Increased
481
CAM
Contour Asset Management
New York
$164M -$44.7M 3 9.68% Reduced
482
Gotham Asset Management
Gotham Asset Management
New York
$164M -$63.8M 18 1.78% Reduced
483
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$163M +$3.57M 2 3.26% Increased
484
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$162M +$34.2M 10 1.03% Increased
485
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$160M +$1.31M 45 4.5% Increased
486
KI
Kalmar Investments
Delaware
$160M -$4.67M 7 3.92% Reduced
487
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$159M -$33M 3 9.33% Reduced
488
Gabelli Funds
Gabelli Funds
New York
$159M +$48.1K 10 0.96% Increased
489
MAI
Marble Arch Investments
New York
$159M -$34.1M 2 10.73% Reduced
490
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$158M +$7.08M 18 2.86% Increased
491
Southernsun Asset Management
Southernsun Asset Management
Tennessee
$155M -$22.5M 1 3.74% Reduced
492
HCM
Highline Capital Management
New York
$154M +$17.3M 1 7.3% Increased
493
Emerald Advisers
Emerald Advisers
Pennsylvania
$152M +$18.1M 14 7.18% Increased
494
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$152M -$15.4M 5 3.84% Reduced
495
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
$151M -$19.7M 5 14.62% Reduced
496
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$151M +$9.7M 10 5.4% Increased
497
RCM
Roystone Capital Management
New York
$150M -$18.2M 1 8.22% Reduced
498
Andra AP-fonden
Andra AP-fonden
Sweden
$148M -$18M 20 4.23% Reduced
499
Driehaus Capital Management
Driehaus Capital Management
Illinois
$148M +$22.8M 23 4.98% Increased
500
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$148M +$501K 5 3.97% Increased