← 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
ROIC
Route One Investment Company
California
$601M -$115M 3 23.47% Reduced
577
Shelton Capital Management
Shelton Capital Management
Colorado
$600M -$15.4M 42 14.93% Reduced
578
Marex Group
Marex Group
$599M -$10.7M 27 10.21% Reduced
579
Quilter Plc
Quilter Plc
United Kingdom
$599M +$12M 6 11.83% Increased
580
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$596M +$9.37M 64 10.96% Increased
581
LGP
Leonard Green & Partners
California
$593M $0 1 14.39% Maintained
582
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$592M -$16.3M 38 12.58% Reduced
583
Andra AP-fonden
Andra AP-fonden
Sweden
$591M -$87.6M 33 9.46% Reduced
584
Vident Advisory
Vident Advisory
Georgia
$587M +$192M 76 10.3% Increased
585
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$586M +$8.44M 23 10.98% Increased
586
DJE Kapital
DJE Kapital
Germany
$584M +$568M 9 13.68% New
587
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$584M -$18.4M 29 8.04% Reduced
588
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$580M +$9.53M 70 2.21% Increased
589
Atria Investments
Atria Investments
North Carolina
$578M -$3.84M 76 7.19% Reduced
590
FAM
Foxhaven Asset Management
Virginia
$577M +$46.6M 3 15.47% Increased
591
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$575M -$30.1M 62 10.48% Reduced
592
Troy Asset Management
Troy Asset Management
United Kingdom
$572M -$55.4M 5 18.83% Reduced
593
Douglas Lane & Associates
Douglas Lane & Associates
New York
$569M +$68.4M 16 8.02% Increased
594
NZS Capital
NZS Capital
Colorado
$564M -$19.5M 14 24% Reduced
595
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$561M +$22.4M 63 1.83% Increased
596
TIA
Tandem Investment Advisors
South Carolina
$560M +$21.8M 10 21.19% Increased
597
Groupama Asset Management
Groupama Asset Management
France
$559M -$161M 25 11.03% Reduced
598
Curi RMB Capital
Curi RMB Capital
Illinois
$556M -$6.43M 35 12.81% Reduced
599
Twin Tree Management
Twin Tree Management
Texas
$556M +$308M 37 0.99% Increased
600
Chilton Investment Company
Chilton Investment Company
Connecticut
$555M +$1.65M 12 14.25% Increased