← 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	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$242M	+$40.8M	3	3.91%	Increased
477	EULAV Asset Management Sarasota, Florida	$242M	+$30.9M	28	12.07%	Increased
478	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$240M	+$13.7M	1	16.08%	Increased
479	Jane Street New York	$239M	-$138M	64	0.5%	Reduced
480	Truist Financial Charlotte, North Carolina	$239M	+$2.87M	34	4.89%	Increased
481	NSCM New South Capital Management Memphis, Tennessee	$238M	-$16.1M	2	7.64%	Reduced
482	Homestead Advisers Arlington, Virginia	$237M	-$18.9M	4	4.6%	Reduced
483	LSCM Light Street Capital Management Palo Alto, California	$236M	+$130M	5	18.03%	Increased
484	Thompson Siegel & Walmsley Richmond, Virginia	$235M	+$124M	28	3.68%	Increased
485	Antipodes Partners Royal Exchange, Australia	$235M	+$5.46M	2	11.61%	Increased
486	Chicago Capital Chicago, Illinois	$235M	+$8.71M	15	19.15%	Increased
487	DCP Darsana Capital Partners New York	$235M	-$47.3M	1	9.82%	Reduced
488	Dai-ichi Life Insurance Company Tokyo, Japan	$233M	-$11.4M	23	6.37%	Reduced
489	CAM Contour Asset Management New York	$232M	-$116M	8	21.09%	Reduced
490	Dragoneer Investment Group San Francisco, California	$230M	+$2.18M	6	17.95%	Increased
491	Bradley Foster & Sargent Hartford, Connecticut	$230M	+$5.27M	18	9.3%	Increased
492	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$230M	-$30.4M	2	8.33%	Reduced
493	D.A. Davidson & Co Great Falls, Montana	$230M	+$6.65M	36	4.49%	Increased
494	Great Lakes Advisors Chicago, Illinois	$229M	+$4.06M	25	5.44%	Increased
495	Flossbach Von Storch Cologne, Germany	$229M	-$45.6M	7	2.18%	Reduced
496	Winton Group London, United Kingdom	$229M	-$14.4M	44	4.93%	Reduced
497	QI QV Investors Calgary, Alberta, Canada	$227M	-$9.49M	2	7.01%	Reduced
498	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$222M	+$30.3M	3	5.31%	Increased
499	CC Cannell & Co New York	$222M	-$18.3M	14	9.73%	Reduced
500	Cambiar Investors Denver, Colorado	$222M	+$23.3M	4	5.01%	Increased