← 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
SA
SQ Advisors
Florida
$91.2M -$209M 1 3.13% Reduced
602
RIM
Ranger Investment Management
Texas
$91M +$3.67M 4 4.44% Increased
603
THSP
Taube Hodson Stonex Partners
United Kingdom
$91M -$2.75M 1 10.41% Reduced
604
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$90.8M +$4.34M 25 1.77% Increased
605
IIM
Ivory Investment Management
New York
$90.7M +$82.1M 3 2.14% Increased
606
Advisors Asset Management
Advisors Asset Management
Colorado
$90.7M +$321K 37 1.21% Increased
607
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$90.5M +$66.7M 2 6% Increased
608
TCM
Tekne Capital Management
New York
$90.4M +$58.1M 3 14.59% Increased
609
SIG
Senator Investment Group
New York
$90.4M -$46.7M 1 0.87% Reduced
610
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$90.3M +$84.7M 9 2.37% Increased
611
Trillium Asset Management
Trillium Asset Management
Massachusetts
$90M +$559K 10 5.84% Increased
612
KCM
Kingdon Capital Management
New York
$89.9M +$14.5M 3 3.81% Increased
613
Bartlett & Co
Bartlett & Co
Ohio
$89.5M -$3.6M 12 4.45% Reduced
614
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$89.3M -$5.43M 40 4.26% Reduced
615
Apex Capital Management
Apex Capital Management
Ohio
$88.8M +$153K 9 2.09% Increased
616
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$88.4M -$21.4M 13 3.01% Reduced
617
Profund Advisors
Profund Advisors
Maryland
$88.3M +$3.77M 43 3.43% Increased
618
SM
Scale Management
California
$88.1M -$875K 2 44.02% Reduced
619
Capital International
Capital International
California
$87.7M +$11.6M 7 5.35% Increased
620
Barings
Barings
North Carolina
$87.3M +$4.91M 28 2% Increased
621
OAM
Oxford Asset Management
United Kingdom
$86.8M -$8.09M 20 2.21% Reduced
622
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$86.5M -$1.52M 6 5.7% Reduced
623
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$86.4M -$7.78M 7 3.01% Reduced
624
Williams Jones & Associates
Williams Jones & Associates
New York
$86.1M +$19.2M 11 3.45% Increased
625
SRS Investment Management
SRS Investment Management
New York
$85.9M +$78.8M 2 3.39% Increased
23 24
25
26 27