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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
MC
Maplelane Capital
New York
$398M +$318M 7 13.46% Increased
602
MFWM
Motley Fool Wealth Management
Virginia
$398M +$2.32M 14 17.29% Increased
603
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$398M -$29M 30 10.95% Reduced
604
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$396M +$124M 36 15.06% Increased
605
CCM
Candlestick Capital Management
Connecticut
$396M +$112M 9 7.47% Increased
606
Chilton Investment Company
Chilton Investment Company
Connecticut
$396M +$2.63M 7 9.76% Increased
607
NIG
NFJ Investment Group
Texas
$395M -$6.49M 19 7.74% Reduced
608
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$394M +$10.7M 16 6.01% Increased
609
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$394M +$17.1M 61 9.23% Increased
610
Walleye Trading
Walleye Trading
New York
$393M +$36.4M 69 1.41% Increased
611
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$390M +$117M 82 7.16% Increased
612
Robeco Schweiz
Robeco Schweiz
Switzerland
$387M +$6.94M 11 4.51% Increased
613
Ariel Investments
Ariel Investments
Illinois
$384M -$32.7M 3 3.51% Reduced
614
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$381M -$2.06M 32 7.26% Reduced
615
Bartlett & Co
Bartlett & Co
Ohio
$381M -$2.06M 32 7.27% Reduced
616
PWLP
Prio Wealth Limited Partnership
Massachusetts
$380M -$969K 20 12.8% Reduced
617
Trillium Asset Management
Trillium Asset Management
Massachusetts
$380M +$4.94M 19 10.02% Increased
618
Profund Advisors
Profund Advisors
Maryland
$379M +$34.4M 64 12.78% Increased
619
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$379M +$53.7M 95 6.15% Increased
620
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$377M +$13.6M 84 10.69% Increased
621
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$376M +$29.4M 14 12.12% Increased
622
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$376M -$9.1M 40 11.8% Reduced
623
Pacer Advisors
Pacer Advisors
Pennsylvania
$374M +$29M 63 4.72% Increased
624
SC
SRB Corp
Massachusetts
$374M -$4.46M 4 22.48% Reduced
625
CFM
Comprehensive Financial Management
California
$370M -$6.17M 5 3.48% Reduced