← 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
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$319M +$299M 6 11.15% New
652
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$319M +$36.1M 33 21.06% Increased
653
Private Advisor Group
Private Advisor Group
New Jersey
$318M +$4.32M 55 2.78% Increased
654
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$318M +$57M 9 4.56% Increased
655
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$318M +$48.4M 22 2.47% Increased
656
Capital Wealth Planning
Capital Wealth Planning
Florida
$318M +$127M 9 8.93% Increased
657
Mercer Global Advisors
Mercer Global Advisors
Colorado
$318M +$12M 58 2.45% Increased
658
NEI
Northwest & Ethical Investments
Ontario, Canada
$317M +$33.5M 28 10.26% Increased
659
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$315M +$5.2M 15 9.1% Increased
660
Blackstone Inc
Blackstone Inc
New York
$314M -$21.5M 17 0.71% Reduced
661
HAM
Honeycomb Asset Management
New York
$313M -$29.9M 7 20.84% Reduced
662
New South Capital Management
New South Capital Management
Tennessee
$313M -$2.9M 5 8.73% Reduced
663
HAM
HHR Asset Management
New Jersey
$313M -$25.1M 8 28.23% Reduced
664
Cambridge Trust
Cambridge Trust
Massachusetts
$311M -$17.8M 18 11.72% Reduced
665
ICP
ION Crossover Partners
Israel
$310M +$311M 2 75.34% New
666
Black Creek Investment Management
Black Creek Investment Management
Ontario, Canada
$310M -$107M 3 9.58% Reduced
667
Atria Investments
Atria Investments
North Carolina
$307M +$13.4M 39 5.92% Increased
668
NS Partners
NS Partners
United Kingdom
$306M +$4.08M 7 16.12% Increased
669
AGFIA
Accel Growth Fund IV Associates
California
$304M +$328M 1 98.26% New
670
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$303M +$1.15M 14 28.86% Increased
671
AAM
AO Asset Management
New York
$302M +$25.6M 12 21.1% Increased
672
UMB Bank
UMB Bank
Missouri
$302M -$2.01M 16 6.9% Reduced
673
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$300M +$12.3M 3 6.81% Increased
674
Tremblant Capital Group
Tremblant Capital Group
Florida
$299M +$8.05M 4 8.11% Increased
675
Homestead Advisers
Homestead Advisers
Virginia
$299M -$4.22M 14 6.9% Reduced