← 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
551	Cooperman Leon G	$96.2M	+$88.1M	1	1.36%	New
552	RIM Ranger Investment Management Dallas, Texas	$96.1M	-$15.3M	4	4.54%	Reduced
553	Lyrical Asset Management New York	$96.1M	+$31.7M	2	6.14%	Increased
554	LCM Logan Capital Management Newtown Square, Pennsylvania	$95.6M	-$16.3M	13	6.78%	Reduced
555	OCM Osterweis Capital Management San Francisco, California	$95M	+$2.05M	1	2.94%	Increased
556	Bartlett & Co Cincinnati, Ohio	$95M	+$4.19M	10	4.75%	Increased
557	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$94.9M	-$869K	2	3.65%	Reduced
558	Confluence Investment Management St. Louis, Missouri	$94.5M	-$1.85M	6	5.23%	Reduced
559	CP Coho Partners Berwyn, Pennsylvania	$93.1M	+$424K	3	7.86%	Increased
560	Evercore Wealth Management New York	$92.9M	-$2.23M	20	5.11%	Reduced
561	BC BHR Capital New York	$92.7M	+$30.9M	2	7.68%	Increased
562	Moore Capital Management New York	$92.4M	+$78.7M	4	1.45%	Increased
563	Park National Corp Newark, Ohio	$92.3M	+$1.38M	9	6.58%	Increased
564	Clifford Swan Investment Counsel Pasadena, California	$91M	+$280K	5	6.58%	Increased
565	GP GLG Partners London, United Kingdom	$90.2M	+$4.9M	5	6.27%	Increased
566	B BP London, United Kingdom	$90M	+$3.92M	5	3.28%	Increased
567	TAM Third Avenue Management New York	$89.8M	+$20.8M	3	1.65%	Increased
568	Washington Trust Westerly, Rhode Island	$89.7M	-$3.03M	8	6.83%	Reduced
569	QIM Quest Investment Management Lake Oswego, Oregon	$89.5M	-$16M	14	7.74%	Reduced
570	AC Ascend Capital Orinda, California	$89.2M	+$60.1M	2	2.72%	Increased
571	MWR McAdams Wright Ragen Seattle, Washington	$89.1M	-$1.06M	10	5.89%	Reduced
572	Crawford Investment Counsel Atlanta, Georgia	$89M	-$3.6M	7	3.26%	Reduced
573	M&T Bank Buffalo, New York	$89M	-$4.4M	18	3.73%	Reduced
574	SFM Stack Financial Management Whitefish, Montana	$88.8M	+$305K	3	11.77%	Increased
575	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$88.6M	+$84.2M	37	4.21%	New