← 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
Two Sigma Advisers
Two Sigma Advisers
New York
$522M +$171M 46 4.04% Increased
227
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$521M -$99.2M 29 3.45% Reduced
228
MSA
Mason Street Advisors
Wisconsin
$520M +$23.5M 53 3.64% Increased
229
Korea Investment Corp
Korea Investment Corp
South Korea
$519M -$23.1M 18 4.26% Reduced
230
KeyBank National Association
KeyBank National Association
Ohio
$519M -$9.29M 29 3.41% Reduced
231
Nuveen
Nuveen
North Carolina
$517M +$72.5M 42 2.91% Increased
232
Two Sigma Investments
Two Sigma Investments
New York
$517M -$199M 50 2.86% Reduced
233
Sachem Head Capital Management
Sachem Head Capital Management
New York
$516M +$448M 1 38.35% New
234
Evercore Trust Company
Evercore Trust Company
New York
$512M +$435M 3 1.82% Increased
235
Westwood Holdings Group
Westwood Holdings Group
Texas
$507M +$50.8M 7 3.91% Increased
236
Royce & Associates
Royce & Associates
New York
$505M -$58M 30 1.75% Reduced
237
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$497M -$4.13M 25 2.53% Reduced
238
Alkeon Capital Management
Alkeon Capital Management
New York
$475M -$22.8M 5 9.29% Reduced
239
CIP
Champlain Investment Partners
Vermont
$471M +$43M 8 7.49% Increased
240
ProShare Advisors
ProShare Advisors
Maryland
$471M +$60.8M 49 5.48% Increased
241
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$468M -$6.35M 2 4.1% Reduced
242
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$468M -$33.9M 32 3.04% Reduced
243
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$467M +$3.53M 7 6.8% Increased
244
CRM
Cramer Rosenthal McGlynn
Connecticut
$455M -$7.69M 10 4.68% Reduced
245
Frontier Capital Management
Frontier Capital Management
Massachusetts
$451M +$82.1M 10 3.32% Increased
246
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$450M -$46M 8 3.64% Reduced
247
FC
Fairpointe Capital
Illinois
$445M -$101M 4 5.87% Reduced
248
SEI Investments
SEI Investments
Pennsylvania
$442M +$435M 55 3.91% New
249
CRC
Cedar Rock Capital
United Kingdom
$442M -$89.9M 1 13.96% Reduced
250
BCPEM
Bain Capital Public Equity Management
Massachusetts
$434M +$17.9M 4 10.85% Increased