← 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
526	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$312M	+$49.6M	17	4.04%	Increased
527	NCA Newbrook Capital Advisors New York	$311M	-$55.8M	5	21.68%	Reduced
528	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$311M	-$11.7M	26	10.59%	Reduced
529	Shelton Capital Management Denver, Colorado	$311M	+$41.6M	35	12.88%	Increased
530	Beck Mack & Oliver New York	$310M	-$37.3M	6	11.4%	Reduced
531	NPCM North Peak Capital Management New York	$310M	+$13.1M	4	59.16%	Increased
532	Johnson Investment Counsel Cincinnati, Ohio	$310M	+$27.3M	26	5.74%	Increased
533	DCM Dupont Capital Management Wilmington, Delaware	$309M	-$11.9M	52	6.8%	Reduced
534	Ferguson Wellman Capital Management Portland, Oregon	$309M	+$2.99M	14	8.51%	Increased
535	IG Ithaka Group Arlington, Virginia	$306M	-$9.64M	9	37.71%	Reduced
536	FFA First Foundation Advisors Irvine, California	$302M	-$120K	15	14%	Reduced
537	SIC Schwartz Investment Counsel Plymouth, Michigan	$300M	+$1.29M	12	15.14%	Increased
538	HSC Harbor Spring Capital New York	$299M	-$19M	8	32.2%	Reduced
539	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$298M	+$12.9M	6	22.53%	Increased
540	Castleark Management Chicago, Illinois	$298M	-$19.2M	31	11.66%	Reduced
541	MML Investors Services Springfield, Massachusetts	$297M	+$15M	59	3.73%	Increased
542	Bartlett & Co Wealth Management Cincinnati, Ohio	$296M	-$5.72M	26	6.94%	Reduced
543	Bartlett & Co Cincinnati, Ohio	$296M	-$5.6M	26	6.95%	Reduced
544	Crossmark Global Holdings Houston, Texas	$295M	-$2.84M	54	8.28%	Reduced
545	Quilter Plc London, United Kingdom	$295M	-$867K	20	11.68%	Reduced
546	ASP Adams Street Partners Chicago, Illinois	$295M	-$64.3M	5	77.7%	Reduced
547	SGAM Smith Group Asset Management Dallas, Texas	$294M	-$49.2M	20	15.34%	Reduced
548	SAM Securian Asset Management St Paul, Minnesota	$293M	-$4.7M	38	7.11%	Reduced
549	Oppenheimer & Co New York	$292M	-$13.9M	49	7.31%	Reduced
550	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$290M	+$78.8M	2	5.19%	Increased