← 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
626	SB Simmons Bank Pine Bluff, Arkansas	$111M	+$691K	9	12.23%	Increased
627	Scotia Capital Toronto, Ontario, Canada	$111M	-$4.67M	15	1.89%	Reduced
628	Whittier Trust South Pasadena, California	$111M	+$4.82M	36	4.46%	Increased
629	CEP Chicago Equity Partners Chicago, Illinois	$111M	-$45M	20	3.17%	Reduced
630	JCM Janney Capital Management Pittsburgh, Pennsylvania	$110M	-$4.29M	7	5.08%	Reduced
631	South Texas Money Management San Antonio, Texas	$110M	-$963K	6	5.51%	Reduced
632	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$109M	+$6.63M	3	7.87%	Increased
633	Oppenheimer & Co New York	$109M	+$3.67M	29	3.1%	Increased
634	Stockbridge Partners Boston, Massachusetts	$109M	+$384K	1	5.15%	Increased
635	3CP 3G Capital Partners New York	$109M	+$3.16M	1	8.49%	Increased
636	PPC Park Presidio Capital San Francisco, California	$109M	-$3.57M	3	17.71%	Reduced
637	LSCM Light Street Capital Management Palo Alto, California	$109M	+$23.9M	5	8.75%	Increased
638	BP Banbury Partners Charlotte, North Carolina	$109M	+$4.25M	5	30.72%	Increased
639	WesBanco Bank Wheeling, West Virginia	$109M	+$2.24M	14	6.04%	Increased
640	Jefferies Group New York	$109M	-$17M	40	0.81%	Reduced
641	PM Pembroke Management Montreal, Quebec, Canada	$108M	+$7.36M	6	10.64%	Increased
642	Barings Charlotte, North Carolina	$108M	+$14.1M	26	2.17%	Increased
643	PP Paloma Partners Greenwich, Connecticut	$108M	+$11.9M	50	1.29%	Increased
644	OMERS Administration Corp Toronto, Ontario, Canada	$107M	+$29.8M	9	1.43%	Increased
645	Chilton Investment Company Stamford, Connecticut	$107M	-$14.5M	5	4.17%	Reduced
646	Corvex Management New York	$107M	-$172M	1	2.96%	Reduced
647	CC Capital Counsel New York	$107M	+$3.21M	5	10.15%	Increased
648	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$106M	+$19.9M	33	1.79%	Increased
649	Boston Financial Management Boston, Massachusetts	$105M	+$1.51M	15	7.85%	Increased
650	Anchor Capital Advisors Boston, Massachusetts	$105M	-$815K	5	3.63%	Reduced