← 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
676
Daiwa Securities Group
Daiwa Securities Group
Japan
$74.6M +$30.6M 23 0.53% Increased
677
Grandfield & Dodd
Grandfield & Dodd
New York
$74.5M +$404K 9 11.51% Increased
678
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$74.3M -$3.38M 6 10.01% Reduced
679
Cohen & Steers
Cohen & Steers
New York
$74.2M -$13.7M 3 0.21% Reduced
680
Washington Trust
Washington Trust
Rhode Island
$74M -$5.45M 8 5.09% Reduced
681
Everett Harris & Co
Everett Harris & Co
California
$73.6M -$7.45M 5 2.52% Reduced
682
Scotia Capital
Scotia Capital
Ontario, Canada
$73.6M -$5.71M 12 1.93% Reduced
683
Burney Company
Burney Company
Virginia
$73.5M -$1.34M 16 5.82% Reduced
684
SKBA Capital Management
SKBA Capital Management
California
$72.9M +$739K 4 5.61% Increased
685
PCM
Palestra Capital Management
New York
$72.7M +$32.5M 2 6.34% Increased
686
DC
Deere & Company
Illinois
$72.3M -$3.62M 24 3.92% Reduced
687
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$72.1M -$3.31M 7 14.63% Reduced
688
MC
Maplelane Capital
New York
$71.7M +$31.6M 7 2.69% Increased
689
Kennedy Capital Management
Kennedy Capital Management
Missouri
$71.7M +$11M 9 1.32% Increased
690
BC
BHR Capital
New York
$71.6M $0 1 6.82% Maintained
691
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$71.6M -$5.33M 2 3.46% Reduced
692
CCM
Cadence Capital Management
Massachusetts
$71.6M -$24M 24 4.17% Reduced
693
Hudson Edge Investment Partners
Hudson Edge Investment Partners
New Jersey
$71.3M -$11.8M 2 2.58% Reduced
694
Canyon Capital Advisors
Canyon Capital Advisors
Texas
$71.1M +$61.8M 1 2.91% New
695
Dearborn Partners
Dearborn Partners
Illinois
$70.8M -$2.15M 10 6.51% Reduced
696
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$70.3M -$5.53M 6 3.94% Reduced
697
WEC
White Elm Capital
Connecticut
$70.2M $0 2 6.97% Maintained
698
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$70.2M -$489K 4 6.39% Reduced
699
Standard Investments
Standard Investments
New York
$70M +$7.95M 1 3.73% Increased
700
Creative Planning
Creative Planning
Kansas
$69.8M -$1.55M 57 0.73% Reduced