← 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	Stonehage Fleming Financial Services St. Helier, Jersey	$734M	+$20.9M	8	22.57%	Increased
527	Chicago Capital Chicago, Illinois	$731M	-$1.89M	34	18.06%	Reduced
528	Milford Funds Auckland,	$728M	+$737M	8	14.29%	New
529	Quilter Plc London, United Kingdom	$727M	+$10.1M	10	12.21%	Increased
530	Capstone Investment Advisors New York	$724M	-$458M	49	1.42%	Reduced
531	Marex Group London,	$722M	+$417M	40	4.54%	Increased
532	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$721M	+$749M	37	5.45%	New
533	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$721M	-$99.7M	15	58.07%	Reduced
534	TIA Tandem Investment Advisors Charleston, South Carolina	$720M	+$17.7M	12	26.81%	Increased
535	HCM HMI Capital Management San Francisco, California	$720M	-$176M	5	59.1%	Reduced
536	Pentwater Capital Management Naples, Florida	$720M	+$91.7M	2	3.78%	Increased
537	EARNEST Partners Atlanta, Georgia	$719M	-$17.9M	15	3.08%	Reduced
538	Jain Global New York	$719M	+$296M	59	3.47%	Increased
539	BI BlueSpruce Investments Chicago, Illinois	$717M	-$31.6M	1	18.3%	Reduced
540	Voyager Global Management New York	$715M	+$81.4M	2	20.9%	Increased
541	Bain Capital Investors Boston, Massachusetts	$711M	$0	2	15.37%	Maintained
542	Border to Coast Pensions Partnership Leeds, United Kingdom	$708M	+$100M	5	12.34%	Increased
543	Bartlett & Co Wealth Management Cincinnati, Ohio	$704M	+$6.8M	44	9.21%	Increased
544	Cable Car Capital San Francisco, California	$704M	+$729M	1	23.42%	New
545	Benjamin Edwards Inc Clayton, Missouri	$700M	+$53.2M	47	7.75%	Increased
546	Midwest Trust Overland Park, Kansas	$700M	-$3.1M	19	8.73%	Reduced
547	SM Senvest Management New York	$700M	+$148M	4	21.68%	Increased
548	Lazard Frères Gestion Paris, France	$699M	+$8.94M	15	12.6%	Increased
549	Walleye Capital New York	$696M	-$57M	90	2.13%	Reduced
550	Eastern Bank Boston, Massachusetts	$694M	-$2.14M	39	11.97%	Reduced