← 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	E. Ohman J:or Asset Management Stockholm, Sweden	$103M	+$4.74M	30	9.12%	Increased
677	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$102M	-$7.64M	2	7.7%	Reduced
678	Achmea Investment Management Zeist, Netherlands	$102M	+$1.43M	18	5.79%	Increased
679	Copeland Capital Management Conshohocken, Pennsylvania	$102M	-$5.79M	9	6.92%	Reduced
680	Vaughan David Investments Peoria, Illinois	$102M	-$1.72M	4	5.01%	Reduced
681	WEC White Elm Capital Greenwich, Connecticut	$101M	+$17.1M	5	20.03%	Increased
682	Cambiar Investors Denver, Colorado	$101M	-$9.24M	3	1.59%	Reduced
683	Fuller & Thaler Asset Management San Mateo, California	$101M	+$9.4M	17	1.23%	Increased
684	First National Bank of Omaha Omaha, Nebraska	$100M	-$3.07M	14	6.14%	Reduced
685	TIAA FSB Jacksonville, Florida	$99.3M	-$6.06M	8	0.61%	Reduced
686	Zevenbergen Capital Investments Edmonds, Washington	$99M	-$6.08M	5	4.3%	Reduced
687	TM Tiger Management New York	$98.9M	+$9.22M	4	17.89%	Increased
688	Stockbridge Partners Boston, Massachusetts	$98.4M	-$4.15M	1	4.95%	Reduced
689	SIM Sentry Investment Management Stevens Point, Wisconsin	$98.2M	-$2.31M	19	3.68%	Reduced
690	Brandes Investment Partners La Jolla, California	$97.9M	-$78.9M	3	1.99%	Reduced
691	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$97.6M	+$2.1M	51	0.7%	Increased
692	DCM Daruma Capital Management New York	$97.3M	-$42.4M	2	6.06%	Reduced
693	Parallax Volatility Advisers San Francisco, California	$97.2M	-$61.5M	21	0.16%	Reduced
694	GCP Garelick Capital Partners Boston, Massachusetts	$97.2M	-$44.2M	8	19.91%	Reduced
695	HP Hound Partners New York	$96.6M	+$10.8M	1	2.3%	Increased
696	HHC Hutchin Hill Capital New York	$96.4M	+$17.9M	30	3.64%	Increased
697	SCGE Management Menlo Park, California	$96.4M	-$56.3M	3	20.07%	Reduced
698	AAM AO Asset Management New York	$96M	+$8.22M	4	20.27%	Increased
699	HC Henshaw Capital Woburn, Massachusetts	$95.9M	-$2.26M	17	9.82%	Reduced
700	PP Paloma Partners Greenwich, Connecticut	$95.9M	-$28.1M	52	1.32%	Reduced