← 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
651	CA Cortland Advisers Wilmington, Delaware	$75.6M	+$77.9M	1	1.58%	New
652	SAM Sheffield Asset Management Chicago, Illinois	$75.5M	+$16.4M	2	8.76%	Increased
653	Montrusco Bolton Investments Montreal, Quebec, Canada	$74.9M	-$28.8M	4	4.7%	Reduced
654	CT Cambridge Trust Cambridge, Massachusetts	$74.9M	+$254K	9	6.48%	Increased
655	Burney Company Reston, Virginia	$74.3M	+$2.53M	16	6.43%	Increased
656	MI Markston International White Plains, New York	$74M	-$267K	6	4.48%	Reduced
657	IHG Insight Holdings Group New York	$73.8M	$0	1	4.89%	Maintained
658	Barings Charlotte, North Carolina	$73.8M	+$10.9M	24	2.22%	Increased
659	DC Deere & Company Moline, Illinois	$73.7M	-$1.56M	25	4.05%	Reduced
660	Wilmington Savings Fund Society Wilmington, Delaware	$73.3M	-$2.33M	6	4.04%	Reduced
661	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$73M	+$2.19M	1	7.94%	Increased
662	Tokio Marine Asset Management Tokyo, Japan	$72.9M	-$8.84M	15	4.95%	Reduced
663	HHC Hutchin Hill Capital New York	$72.8M	+$23.3M	21	3.32%	Increased
664	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$72.8M	-$868K	11	8.56%	Reduced
665	Profund Advisors Bethesda, Maryland	$72.6M	-$4.92M	41	3.18%	Reduced
666	QS Investors New York	$72.5M	-$1.41M	23	1.94%	Reduced
667	JCM Janney Capital Management Pittsburgh, Pennsylvania	$72.3M	+$4.47M	5	4.37%	Increased
668	BA Boston Advisors Boston, Massachusetts	$72.3M	+$4.96M	11	3.09%	Increased
669	Cullen/Frost Bankers San Antonio, Texas	$72.2M	+$3.44M	9	2.91%	Increased
670	OAM Oxford Asset Management Oxford, United Kingdom	$72.1M	-$12.3M	18	2.34%	Reduced
671	Ingalls & Snyder LLC New York	$71.7M	+$6.15M	9	3.52%	Increased
672	CCM Cupps Capital Management Chicago, Illinois	$71.1M	-$16M	11	5.76%	Reduced
673	O'Shaughnessy Asset Management Stamford, Connecticut	$70.5M	+$723K	22	1.32%	Increased
674	VIM Veritas Investment Management London, United Kingdom	$70.3M	+$3.59M	5	24.23%	Increased
675	Avalon Investment & Advisory Houston, Texas	$70M	+$11.3M	4	3.54%	Increased