← 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	Whittier Trust South Pasadena, California	$195M	+$9.6M	50	5.57%	Increased
577	Hardman Johnston Global Advisors Stamford, Connecticut	$194M	-$4.36M	5	8.88%	Reduced
578	Nippon Life Global Investors Americas New York	$194M	+$7.34M	10	14.25%	Increased
579	Samlyn Capital New York	$193M	+$83.7M	5	4.68%	Increased
580	TIAA FSB Jacksonville, Florida	$191M	-$12.2M	8	0.99%	Reduced
581	OA Oak Associates Akron, Ohio	$191M	+$1.21M	13	11.78%	Increased
582	MC Maplelane Capital New York	$190M	-$29.1M	14	4.27%	Reduced
583	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$190M	+$6.03M	13	28.01%	Increased
584	Quadrature Capital London, United Kingdom	$190M	+$114M	30	9.15%	Increased
585	Boston Financial Management Boston, Massachusetts	$189M	-$466K	15	10.73%	Reduced
586	Avalon Investment & Advisory Houston, Texas	$188M	-$12.7M	11	4.15%	Reduced
587	BTP Bloom Tree Partners New York	$188M	+$53M	4	17.85%	Increased
588	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$187M	-$2.69M	21	8.96%	Reduced
589	FFA First Foundation Advisors Irvine, California	$187M	+$10.2M	9	9.99%	Increased
590	PEAK6 Investments Chicago, Illinois	$187M	+$54.8M	54	1.17%	Increased
591	ORI Oak Ridge Investments Chicago, Illinois	$187M	-$1.37M	21	14.04%	Reduced
592	E. Ohman J:or Asset Management Stockholm, Sweden	$187M	+$658K	24	11.75%	Increased
593	Clark Capital Management Group Philadelphia, Pennsylvania	$187M	-$27.8M	12	4.23%	Reduced
594	Allstate Corporation Northbrook, Illinois	$187M	+$2.6M	28	3.21%	Increased
595	IHL Investment House LLC Redondo Beach, California	$186M	+$1.12M	15	18.8%	Increased
596	People's United Financial Bridgeport, Connecticut	$186M	-$8.13M	31	5.28%	Reduced
597	Gabelli Funds Rye, New York	$186M	-$73.6M	16	1.23%	Reduced
598	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$186M	+$191M	15	3.35%	New
599	Daiwa Securities Group Tokyo, Japan	$185M	+$20.4M	44	1.57%	Increased
600	DCM Dupont Capital Management Wilmington, Delaware	$185M	-$22.9M	43	4.24%	Reduced