← 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
576
HCM
Hoplite Capital Management
New York
$172M -$112M 3 14.96% Reduced
577
Trillium Asset Management
Trillium Asset Management
Massachusetts
$172M -$4.5M 15 9.19% Reduced
578
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$171M -$27M 29 2.22% Reduced
579
Seizert Capital Partners
Seizert Capital Partners
Michigan
$171M $0 5 6.23% Maintained
580
Close Asset Management
Close Asset Management
United Kingdom
$171M -$9K 6 14.51% Reduced
581
AGA
Altrinsic Global Advisors
Connecticut
$170M -$56.6M 3 6.73% Reduced
582
RG
Renaissance Group
Kentucky
$170M -$45.7M 9 6.02% Reduced
583
LCM
Lakewood Capital Management
New York
$170M -$30.9M 3 5.6% Reduced
584
ARK Investment Management
ARK Investment Management
Florida
$169M +$17.5M 20 6.2% Increased
585
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$169M -$19.5M 19 1.71% Reduced
586
Park National Corp
Park National Corp
Ohio
$168M -$3.49M 13 9.63% Reduced
587
VEPM
Vista Equity Partners Management
California
$168M +$28.6M 9 17% Increased
588
AAM
AO Asset Management
New York
$164M +$4.95M 6 24.76% Increased
589
MUFG Americas
MUFG Americas
New York
$164M -$7.59M 21 5.06% Reduced
590
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$164M -$1.65M 11 13.01% Reduced
591
KDA
KPCB DGF Associates
California
$164M +$173M 1 31.05% New
592
DCM
Dupont Capital Management
Delaware
$163M -$10.5M 37 3.86% Reduced
593
SDJVC
St. Denis J. Villere & Co
Louisiana
$163M -$54.1M 3 9.57% Reduced
594
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$162M -$25.6M 11 5.66% Reduced
595
HCM
HMI Capital Management
California
$160M +$3.39M 2 19.97% Increased
596
Markel Group
Markel Group
Virginia
$159M -$277K 6 2.93% Reduced
597
Chilton Investment Company
Chilton Investment Company
Connecticut
$158M +$264K 8 5.56% Increased
598
Oppenheimer & Co
Oppenheimer & Co
New York
$158M -$842K 33 4.28% Reduced
599
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$156M -$664K 53 0.88% Reduced
600
Scotia Capital
Scotia Capital
Ontario, Canada
$156M -$7.75M 14 2.17% Reduced
22 23
24
25 26