← 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
501
HCM
Hitchwood Capital Management
New York
$338M -$23.2M 7 8.93% Reduced
502
Wedge Capital Management
Wedge Capital Management
North Carolina
$337M -$104M 18 4.5% Reduced
503
Tredje AP-fonden
Tredje AP-fonden
Sweden
$337M +$68.6M 13 10.91% Increased
504
HM Payson & Co
HM Payson & Co
Maine
$335M +$15.4M 51 10.33% Increased
505
Gofen & Glossberg
Gofen & Glossberg
Illinois
$334M -$945K 17 10.26% Reduced
506
SEP
Soma Equity Partners
California
$332M +$50M 2 10.63% Increased
507
Achmea Investment Management
Achmea Investment Management
Netherlands
$331M +$97.1M 42 13.79% Increased
508
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$330M +$29.9M 49 10.46% Increased
509
TIAA FSB
TIAA FSB
Florida
$330M -$5.81M 10 1.47% Reduced
510
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$329M -$21.5M 76 4.63% Reduced
511
H
Hexavest
Quebec, Canada
$329M -$59.9M 20 8.84% Reduced
512
SCM
Spyglass Capital Management
California
$328M -$8.98M 4 15.16% Reduced
513
LFDLE
La Financiere de L'Echiquier
France
$326M +$9.02M 17 22.61% Increased
514
FA
FDx Advisors
Illinois
$325M -$3.95M 43 15.2% Reduced
515
CI
Cooper Investors
Australia
$323M +$53M 12 30.11% Increased
516
Maverick Capital
Maverick Capital
Texas
$323M -$50.9M 34 6% Reduced
517
Gabelli Funds
Gabelli Funds
New York
$322M +$2.46M 20 2.51% Increased
518
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$322M -$121M 12 5.79% Reduced
519
PWLP
Prio Wealth Limited Partnership
Massachusetts
$321M +$1.32M 21 13.36% Increased
520
MFWM
Motley Fool Wealth Management
Virginia
$319M +$8.39M 13 16.58% Increased
521
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$317M +$52.6M 59 6.04% Increased
522
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$316M +$94.4M 5 11.74% Increased
523
CRCM
Cat Rock Capital Management
Connecticut
$316M -$13.7M 4 32.75% Reduced
524
Whittier Trust
Whittier Trust
California
$314M +$13M 55 7.49% Increased
525
Boston Financial Management
Boston Financial Management
Massachusetts
$314M -$1.45M 21 15.27% Reduced