← 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
601	IHL Investment House LLC Redondo Beach, California	$80.9M	+$1.26M	14	14.59%	Increased
602	Check Capital Management Costa Mesa, California	$80.9M	+$4.2M	4	9.87%	Increased
603	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$80.4M	-$70.7M	4	7.74%	Reduced
604	Wedge Capital Management Charlotte, North Carolina	$80M	-$50.7M	9	0.85%	Reduced
605	HCM Huber Capital Management El Segundo, California	$79.8M	+$12.8M	2	2.19%	Increased
606	First National Bank of Omaha Omaha, Nebraska	$79.7M	+$1.28M	14	6.11%	Increased
607	WSA Wall Street Associates Lajolla, California	$79.6M	+$4.73M	18	6.53%	Increased
608	PRA Parametric Risk Advisors Westport, Connecticut	$78.8M	+$9.43M	6	5.57%	Increased
609	Meag Munich Ergo Munich, Germany	$78.7M	-$11.1M	8	4.63%	Reduced
610	D.A. Davidson & Co Great Falls, Montana	$78.6M	+$7.38M	40	2.94%	Increased
611	ZWJ Investment Counsel Atlanta, Georgia	$78.4M	+$1.59M	6	9.02%	Increased
612	Oppenheimer & Co New York	$78.2M	+$1.2M	21	2.5%	Increased
613	SCM Suffolk Capital Management New York	$76.9M	+$10.3M	7	9.62%	Increased
614	NM Naya Management London, United Kingdom	$76.9M	+$72.4M	1	9.27%	New
615	Loews Corp New York	$76.9M	-$24.9M	4	0.41%	Reduced
616	IAM Impax Asset Management Portsmouth, New Hampshire	$76.6M	-$17.1M	12	4.85%	Reduced
617	Wilmington Savings Fund Society Wilmington, Delaware	$76.2M	-$1.81M	6	4.29%	Reduced
618	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$75.2M	-$864K	14	8.44%	Reduced
619	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$74.9M	-$6.56M	5	4.47%	Reduced
620	ROIC Route One Investment Company San Francisco, California	$74.7M	-$29.6M	2	15.95%	Reduced
621	Cincinnati Financial Corp Fairfield, Ohio	$74.6M	$0	3	5.47%	Maintained
622	Scotia Capital Toronto, Ontario, Canada	$74.5M	+$5.04M	11	1.78%	Increased
623	GA Greenhaven Associates Purchase, New York	$74.4M	+$3M	1	1.56%	Increased
624	PCP P2 Capital Partners New York	$74.3M	+$9.86M	1	10.06%	Increased
625	Profund Advisors Bethesda, Maryland	$74.1M	+$8.57M	40	3.32%	Increased