← 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
Third Point
Third Point
New York
$484M +$477M 4 7.1% New
227
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$482M -$60.7M 14 8.44% Reduced
228
BWA
Brave Warrior Advisors
New York
$482M +$28.7M 2 19.5% Increased
229
Aristotle Capital Management
Aristotle Capital Management
California
$481M +$55.7M 6 6.97% Increased
230
Westwood Holdings Group
Westwood Holdings Group
Texas
$476M -$6.87M 6 3.66% Reduced
231
Alkeon Capital Management
Alkeon Capital Management
New York
$476M -$52.8M 6 8.03% Reduced
232
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$472M -$18.9M 11 3.45% Reduced
233
CRC
Cedar Rock Capital
United Kingdom
$467M -$13.1M 1 18.79% Reduced
234
MSA
Mason Street Advisors
Wisconsin
$463M +$2.71M 49 3.75% Increased
235
Riverbridge Partners
Riverbridge Partners
Minnesota
$463M -$19.8M 11 8.38% Reduced
236
CCM
Cadian Capital Management
New York
$463M -$78.8M 5 11.55% Reduced
237
NCGI
Next Century Growth Investors
Minnesota
$454M -$6.52M 18 13.49% Reduced
238
Natixis
Natixis
France
$454M -$117M 12 5.9% Reduced
239
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$453M -$14M 31 2.89% Reduced
240
TPSF
Texas Permanent School Fund
Texas
$446M -$25.7M 40 4.59% Reduced
241
Scharf Investments
Scharf Investments
California
$441M +$23.2M 4 19.59% Increased
242
Nuveen
Nuveen
North Carolina
$440M -$20.4M 42 2.64% Reduced
243
Parnassus Investments
Parnassus Investments
California
$436M +$13.2M 8 4.21% Increased
244
Manning & Napier Advisors
Manning & Napier Advisors
New York
$434M -$7.79M 8 1.79% Reduced
245
GTP
Global Thematic Partners
New York
$431M -$148M 4 7.02% Reduced
246
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$431M +$32.1M 19 2.11% Increased
247
RIM
Rainier Investment Management
Washington
$431M -$180M 11 5.15% Reduced
248
GE
General Electric
Ohio
$426M +$22.9M 6 1.99% Increased
249
Millennium Management
Millennium Management
New York
$423M +$78.7M 48 1.23% Increased
250
Stifel Financial
Stifel Financial
Missouri
$417M +$402M 45 3.99% New
8 9
10
11 12