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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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$476M +$18.7M 34 2.86% Increased
227
CRM
Cramer Rosenthal McGlynn
Connecticut
$474M -$291M 11 3.82% Reduced
228
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$474M -$16.8M 22 5.08% Reduced
229
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$471M -$66.4M 7 2.51% Reduced
230
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$471M -$33.2M 3 3.74% Reduced
231
Westwood Holdings Group
Westwood Holdings Group
Texas
$470M -$19.2M 6 3.46% Reduced
232
NIMC
NWQ Investment Management Company
California
$467M -$104M 2 4.69% Reduced
233
Scharf Investments
Scharf Investments
California
$462M +$30.4M 4 17.94% Increased
234
Third Point
Third Point
New York
$459M -$67.1M 3 5.64% Reduced
235
MSA
Mason Street Advisors
Wisconsin
$458M -$496K 51 3.55% Reduced
236
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$458M +$32.6M 23 2.13% Increased
237
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$456M +$52.7M 9 6.48% Increased
238
GTP
Global Thematic Partners
New York
$450M +$16.6M 4 6.9% Increased
239
CRC
Cedar Rock Capital
United Kingdom
$448M -$30.5M 1 17.05% Reduced
240
Flossbach Von Storch
Flossbach Von Storch
Germany
$447M -$156M 5 10.71% Reduced
241
Natixis
Natixis
France
$446M -$10.4M 10 5.36% Reduced
242
TAM
Tiverton Asset Management
Delaware
$443M +$19M 12 9.91% Increased
243
Calamos Advisors
Calamos Advisors
Illinois
$442M -$20.1M 18 2.8% Reduced
244
Nuveen
Nuveen
North Carolina
$439M -$2.85M 44 2.67% Reduced
245
TPSF
Texas Permanent School Fund
Texas
$431M -$14.8M 41 4.45% Reduced
246
Maverick Capital
Maverick Capital
Texas
$429M -$259M 4 6.16% Reduced
247
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$412M +$4.82M 3 8.85% Increased
248
Soros Fund Management
Soros Fund Management
New York
$409M +$50.4M 9 3.09% Increased
249
Comerica Bank
Comerica Bank
Texas
$408M -$85.3M 52 3.47% Reduced
250
KBC Group
KBC Group
Belgium
$408M +$56.1M 30 4.66% Increased