← 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	DCM Daruma Capital Management New York	$172M	-$88K	3	9.8%	Reduced
477	SRIM Saratoga Research & Investment Management Saratoga, California	$172M	-$4.18M	4	15.56%	Reduced
478	BPV Battery Partners VIII Boston, Massachusetts	$172M	+$188M	1	100%	New
479	Candriam SCA Strassen, Luxembourg, Luxembourg	$172M	+$38.4M	21	3.94%	Increased
480	Atalanta Sosnoff Capital New York	$172M	+$6.78M	4	6.11%	Increased
481	MAMU Marathon Asset Management (UK) London, United Kingdom	$170M	-$1.89M	3	3.67%	Reduced
482	PIM Platinum Investment Management Sydney Australia 2000, Australia	$170M	+$26.4M	1	4.99%	Increased
483	SW SVB Wealth Boston, Massachusetts	$169M	-$1.32M	20	7%	Reduced
484	Dai-ichi Life Insurance Company Tokyo, Japan	$169M	+$166M	22	5%	New
485	Zurich Insurance Group Zurich, Switzerland	$168M	-$1.25M	15	5.33%	Reduced
486	Capstone Investment Advisors New York	$167M	+$128M	26	5.17%	Increased
487	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$166M	+$11.3M	10	4.23%	Increased
488	Jacobs Levy Equity Management Florham Park, New Jersey	$166M	-$36.7M	28	3.2%	Reduced
489	Winton Group London, United Kingdom	$166M	-$135M	17	5.46%	Reduced
490	PCM Palestra Capital Management New York	$165M	+$17.4M	3	9.29%	Increased
491	Zacks Investment Management Chicago, Illinois	$161M	-$8.45M	17	4.62%	Reduced
492	CCP Clarkston Capital Partners Rochester, Michigan	$160M	+$8.36M	5	7.63%	Increased
493	DL Delta Lloyd Amsterdam, Netherlands	$160M	-$18M	23	5.01%	Reduced
494	Evercore Wealth Management New York	$159M	-$1.59M	32	6.59%	Reduced
495	USSCPF United States Steel & Carnegie Pension Fund New York	$159M	+$31.2M	2	4.71%	Increased
496	B BP London, United Kingdom	$159M	+$3.67M	18	5.96%	Increased
497	Dragoneer Investment Group San Francisco, California	$158M	+$42.1M	6	37.34%	Increased
498	Pinnacle Associates New York	$157M	-$1.47M	10	3.18%	Reduced
499	FC Fairpointe Capital Chicago, Illinois	$157M	+$22.6M	2	3.17%	Increased
500	Mondrian Investment Partners London, United Kingdom	$156M	-$33.5M	2	4.52%	Reduced