← 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
Cetera Advisor Networks
Cetera Advisor Networks
California
$574M +$35.1M 74 3.62% Increased
477
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$573M -$3.22M 3 13.83% Reduced
478
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$570M -$1.2M 8 7.95% Reduced
479
Driehaus Capital Management
Driehaus Capital Management
Illinois
$570M +$41.4M 28 7.4% Increased
480
SEP
Soma Equity Partners
California
$568M +$69M 7 33.09% Increased
481
Frontier Capital Management
Frontier Capital Management
Massachusetts
$566M -$125M 19 6.23% Reduced
482
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$566M +$8.48M 42 11.69% Increased
483
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$566M -$31M 29 16.89% Reduced
484
Everett Harris & Co
Everett Harris & Co
California
$563M -$4.42M 6 8.78% Reduced
485
QRG Capital Management
QRG Capital Management
Illinois
$560M +$582M 47 9.71% New
486
Cresset Asset Management
Cresset Asset Management
Illinois
$557M -$2.33M 98 2.15% Reduced
487
MVIP
Mar Vista Investment Partners
California
$555M -$57.6M 8 26.59% Reduced
488
Confluence Investment Management
Confluence Investment Management
Missouri
$555M -$23.8M 8 8.59% Reduced
489
JSP
Jackson Square Partners
California
$549M +$1.19B 9 18.33% Increased
490
CM
Cercano Management
Washington
$547M +$41.3M 7 19.44% Increased
491
GHP
Great Hill Partners
Massachusetts
$543M $0 1 76.28% Maintained
492
Evercore Wealth Management
Evercore Wealth Management
New York
$543M -$28.8M 20 10.17% Reduced
493
Sculptor Capital
Sculptor Capital
New York
$542M -$101M 5 10.91% Reduced
494
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$541M +$13.3M 57 12.57% Increased
495
1WCM
12 West Capital Management
New York
$540M -$56.8M 8 48.92% Reduced
496
ACM
Ashe Capital Management
New Jersey
$537M $0 3 44.62% Maintained
497
LCP
LGT Capital Partners
Switzerland
$535M +$18M 5 19.26% Increased
498
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$535M -$16.1M 96 5.52% Reduced
499
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$531M -$15.6M 68 5.53% Reduced
500
Whittier Trust
Whittier Trust
California
$527M +$23.3M 78 9.36% Increased
18 19
20
21 22