← 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	PCM Palestra Capital Management New York	$118M	+$68.2M	2	11.5%	Increased
552	Emerald Advisers Leola, Pennsylvania	$118M	+$24.3M	14	5.61%	Increased
553	Meyer Handelman Company Rye Brook, New York	$117M	-$574K	8	5.36%	Reduced
554	Zacks Investment Management Chicago, Illinois	$117M	-$2.1M	23	3.71%	Reduced
555	AC Alleghany Corporation New York	$116M	-$16.1M	1	3.98%	Reduced
556	AL Airain Ltd St. Peter Port, Guernsey	$115M	+$38M	30	6.47%	Increased
557	CRX Charles River XIII Cambridge, Massachusetts	$115M	-$142M	1	100%	Reduced
558	GCP GSA Capital Partners London, United Kingdom	$115M	+$45.9M	54	4.4%	Increased
559	Great Lakes Advisors Chicago, Illinois	$114M	+$29.4M	15	3.48%	Increased
560	Nippon Life Global Investors Americas New York	$114M	-$624K	7	10.33%	Reduced
561	DILH Dai-ichi Life Holdings Tokyo, Japan	$113M	-$2.79M	24	3.39%	Reduced
562	Bradley Foster & Sargent Hartford, Connecticut	$113M	+$433K	13	5.17%	Increased
563	O'Shaughnessy Asset Management Stamford, Connecticut	$112M	+$21.3M	19	2.28%	Increased
564	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$112M	+$7.98M	2	13.76%	Increased
565	KCM Kingdon Capital Management New York	$112M	+$10.8M	2	4.38%	Increased
566	Markel Group Glen Allen, Virginia	$112M	-$9.45M	6	2.79%	Reduced
567	WA Westport Advisers Westport, Connecticut	$111M	-$487K	3	12.13%	Reduced
568	EP Edinburgh Partners Edinburgh, United Kingdom	$111M	-$4.67M	1	12.25%	Reduced
569	TCP Tourbillon Capital Partners New York	$111M	-$26.8M	2	2.42%	Reduced
570	BTP Bloom Tree Partners New York	$110M	+$35M	3	9.97%	Increased
571	PP PDT Partners New York	$109M	-$64M	33	2.84%	Reduced
572	MCI McDonald Capital Investors Orinda, California	$109M	+$1.54M	2	10.63%	Increased
573	KI Kalmar Investments Greenville, Delaware	$109M	-$7.54M	6	2.06%	Reduced
574	PIM Platinum Investment Management Sydney Australia 2000, Australia	$108M	-$128M	2	2.17%	Reduced
575	BPI Battery Partners IX Boston, Massachusetts	$108M	$0	1	34.89%	Maintained