← 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
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$137M +$43.4M 15 4.01% Increased
652
Ascend Capital
Ascend Capital
California
$137M -$16.7M 6 6.46% Reduced
653
Whittier Trust
Whittier Trust
California
$137M -$6.88M 42 4.52% Reduced
654
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$137M -$398K 7 15.29% Reduced
655
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$137M +$27.8M 8 1.7% Increased
656
Meyer Handelman Company
Meyer Handelman Company
New York
$137M -$177K 9 7% Reduced
657
FA
Friess Associates
Delaware
$137M -$41.5M 12 10.78% Reduced
658
Harvard Management Company
Harvard Management Company
Massachusetts
$135M -$46.2M 1 32.05% Reduced
659
Soma Equity Partners
Soma Equity Partners
California
$135M -$5.09M 2 17.02% Reduced
660
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$134M +$2.3M 12 3.98% Increased
661
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$133M +$2.57M 9 7.81% Increased
662
GCP
Garelick Capital Partners
Massachusetts
$133M +$38M 7 27.17% Increased
663
NWQ Investment Management Company
NWQ Investment Management Company
California
$132M -$34.8M 3 2.39% Reduced
664
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$132M +$2.28M 14 5.8% Increased
665
AKO Capital
AKO Capital
United Kingdom
$132M +$13.7M 2 7.15% Increased
666
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$132M +$28.4M 22 1.83% Increased
667
Emerald Advisers
Emerald Advisers
Pennsylvania
$132M -$17.1M 16 4.98% Reduced
668
Alta Park Capital
Alta Park Capital
California
$132M +$79.3M 10 50.2% Increased
669
Grandfield & Dodd
Grandfield & Dodd
New York
$132M +$809K 12 14.47% Increased
670
Natixis Investment Managers International
Natixis Investment Managers International
France
$132M +$17.9M 35 7.23% Increased
671
SCCM
Schafer Cullen Capital Management
New York
$131M -$2.45M 2 1.69% Reduced
672
World Asset Management
World Asset Management
Michigan
$131M -$356K 46 6.33% Reduced
673
TAM
Tiverton Asset Management
Delaware
$130M +$2.99M 20 6.54% Increased
674
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$130M +$26.6M 71 6.51% Increased
675
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$129M -$2.42M 13 5.26% Reduced