← 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
851	Miracle Mile Advisors Los Angeles, California	$243M	+$7.91M	33	2.85%	Increased
852	DP Dearborn Partners Chicago, Illinois	$243M	+$13.5M	16	13.75%	Increased
853	Welch Group Birmingham, Alabama	$243M	+$6.97M	9	8.28%	Increased
854	NSGL No Street GP LP San Francisco, California	$242M	+$78.7K	4	14.56%	Increased
855	First Pacific Advisors El Segundo, California	$240M	+$211M	4	2.97%	Increased
856	SCM Sone Capital Management New York	$240M	-$7.37M	18	18.25%	Reduced
857	Prana Capital Management Greenwich, Connecticut	$239M	-$50.5M	12	7.25%	Reduced
858	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$238M	+$22M	28	8.77%	Increased
859	BWC Blue Whale Capital London, United Kingdom	$238M	+$36.4M	2	7.56%	Increased
860	SPC Stony Point Capital New York	$238M	-$67.1M	6	15.45%	Reduced
861	Parallel Advisors San Francisco, California	$238M	+$953K	121	3.62%	Increased
862	GD Grandfield & Dodd New York	$238M	+$5.94M	12	12.46%	Increased
863	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$237M	-$2.16M	4	22.93%	Reduced
864	Ruffer LLP London, United Kingdom	$237M	+$82.2M	11	8.36%	Increased
865	Van Berkom & Associates Montreal, Quebec, Canada	$236M	-$38.4M	6	7.59%	Reduced
866	OA Oak Associates Akron, Ohio	$235M	-$11.9M	20	13.17%	Reduced
867	Arkadios Wealth Advisors Atlanta, Georgia	$235M	+$13M	42	3.56%	Increased
868	Heard Capital LLC Chicago, Illinois	$235M	-$84.5M	2	10.06%	Reduced
869	Caprock Group Boise, Idaho	$235M	+$111M	41	4.5%	Increased
870	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$234M	-$67.5M	11	7.91%	Reduced
871	Park National Corp Newark, Ohio	$234M	+$10.1M	12	6.55%	Increased
872	HC Henshaw Capital Woburn, Massachusetts	$234M	-$431K	16	7.61%	Reduced
873	Foundations Investment Advisors Phoenix, Arizona	$234M	+$11.4M	21	2.41%	Increased
874	Driehaus Capital Management Chicago, Illinois	$234M	+$129M	5	1.35%	Increased
875	Aquatic Capital Management Chicago, Illinois	$233M	-$85.9M	54	8.02%	Reduced