← 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
226	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$406M	+$409M	44	3.84%	New
227	IRF IBM Retirement Fund Armonk, New York	$405M	+$409M	31	4.99%	New
228	Diamond Hill Capital Management Columbus, Ohio	$405M	+$402M	4	4.36%	New
229	SCM Scout Capital Management New York	$404M	+$389M	2	6.59%	New
230	Glenmede Trust Philadelphia, Pennsylvania	$404M	+$409M	49	5.04%	New
231	MCM Mason Capital Management New York	$401M	+$380M	1	7.99%	New
232	NIMC NWQ Investment Management Company Los Angeles, California	$397M	+$377M	1	3.46%	New
233	MUFG Americas New York	$397M	+$401M	42	7.9%	New
234	Nuveen Charlotte, North Carolina	$396M	+$397M	40	2.66%	New
235	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$395M	+$396M	16	2.92%	New
236	John W. Bristol & Co New York	$390M	+$385M	3	7.12%	New
237	MSA Mason Street Advisors Milwaukee, Wisconsin	$388M	+$389M	46	4.27%	New
238	AL AJO LP Philadelphia, Pennsylvania	$387M	+$372M	10	1.81%	New
239	CCMH Cornerstone Capital Management Holdings New York	$383M	+$384M	25	4.73%	New
240	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$382M	+$385M	30	2.88%	New
241	Aviva London, United Kingdom	$381M	+$383M	24	3.85%	New
242	Burgundy Asset Management Toronto, Ontario, Canada	$376M	+$383M	4	6.41%	New
243	Korea Investment Corp Seoul, South Korea	$374M	+$377M	20	4.48%	New
244	abrdn Investment Management Edinburgh, United Kingdom	$370M	+$368M	12	2.35%	New
245	Kornitzer Capital Management Shawnee Mission, Kansas	$370M	+$346M	25	4.84%	New
246	First Trust Advisors Wheaton, Illinois	$370M	+$373M	50	2.41%	New
247	Eagle Asset Management St Petersburg, Florida	$363M	+$361M	23	2.41%	New
248	GC Greenlight Capital New York	$362M	+$334M	2	6.79%	New
249	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$360M	+$363M	28	2.81%	New
250	Wellcome Trust London, United Kingdom	$358M	+$358M	2	12.65%	New