← 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	Parallax Volatility Advisers San Francisco, California	$92.4M	-$15.8M	27	0.17%	Reduced
652	NM Nokota Management New York	$92M	-$53.8M	5	1.6%	Reduced
653	WEC White Elm Capital Greenwich, Connecticut	$91.9M	+$11.6M	5	11.64%	Increased
654	ANI American National Insurance Galveston, Texas	$91.8M	-$486K	14	5.32%	Reduced
655	Perpetual Ltd Sydney, New South Wales, Australia	$91.6M	-$4.38M	9	7.51%	Reduced
656	Cullen Capital Management New York	$91.5M	+$914K	3	3.1%	Increased
657	MIS Morningstar Investment Services Chicago, Illinois	$91.1M	+$13.2M	4	2.63%	Increased
658	WesBanco Bank Wheeling, West Virginia	$91M	+$2.81M	15	5.38%	Increased
659	Everett Harris & Co Los Angeles, California	$91M	+$1.27M	4	3.22%	Increased
660	Bridgewater Associates Westport, Connecticut	$91M	+$36.9M	12	0.9%	Increased
661	CC Capital Counsel New York	$91M	+$571K	5	8.12%	Increased
662	DP Dearborn Partners Chicago, Illinois	$90.7M	+$6.8M	8	7.65%	Increased
663	Vaughan David Investments Peoria, Illinois	$90.1M	-$217K	4	4.9%	Reduced
664	HP Hikari Power Tokyo, Japan	$89.9M	+$3.05M	4	10.68%	Increased
665	HMP HS Management Partners New York	$89.8M	+$25M	1	3.7%	Increased
666	Burney Company Reston, Virginia	$89.5M	+$301K	17	6.31%	Increased
667	TCM Twin Capital Management Mcmurray, Pennsylvania	$89.5M	+$10.9M	17	5.99%	Increased
668	VanEck Associates New York	$89.3M	+$18.8M	13	0.42%	Increased
669	South Texas Money Management San Antonio, Texas	$89.2M	+$542K	5	4.94%	Increased
670	Cubist Systematic Strategies Stamford, Connecticut	$88.9M	-$5.06M	57	5.71%	Reduced
671	AG Aravt Global New York	$88.9M	$0	1	5.2%	Maintained
672	Boston Financial Management Boston, Massachusetts	$88.6M	+$3.89M	14	7.22%	Increased
673	SCM Scopia Capital Management New York	$88.5M	-$61.4M	1	1.56%	Reduced
674	Cincinnati Financial Corp Fairfield, Ohio	$88.3M	$0	2	4.9%	Maintained
675	ACP Ashfield Capital Partners San Francisco, California	$88M	+$6.22M	11	7.25%	Increased