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 |
Wellcome Trust
London,
United Kingdom
| $524M | +$34.1M | 3 | 10.61% | Increased |
|
| 227 |
Two Sigma Investments
New York
| $524M | +$65.7M | 50 | 2.44% | Increased |
|
| 228 |
Scharf Investments
Los Gatos,
California
| $524M | +$38M | 3 | 13.43% | Increased |
|
| 229 |
Balyasny Asset Management
Chicago,
Illinois
| $523M | +$258M | 23 | 3.21% | Increased |
|
| 230 |
Soroban Capital Partners
New York
| $518M | -$230M | 1 | 3.52% | Reduced |
|
| 231 |
Vaughan Nelson Investment Management
Houston,
Texas
| $509M | +$77.9M | 9 | 7.16% | Increased |
|
| 232 |
Flossbach Von Storch
Cologne,
Germany
| $504M | +$6.56M | 3 | 9.74% | Increased |
|
| 233 |
Nuveen
Charlotte,
North Carolina
| $504M | +$27.6M | 40 | 2.7% | Increased |
|
| 234 |
Sustainable Growth Advisers
Stamford,
Connecticut
| $502M | +$76.5M | 4 | 10.24% | Increased |
|
| 235 |
KeyBank National Association
Cleveland,
Ohio
| $501M | -$3.77M | 27 | 3.33% | Reduced |
|
| 236 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| $497M | +$21.8M | 30 | 2.69% | Increased |
|
| 237 |
Institutional Capital
Chicago,
Illinois
| $495M | -$43.1M | 2 | 3.46% | Reduced |
|
| 238 |
Maverick Capital
Dallas,
Texas
| $483M | -$189M | 6 | 7.37% | Reduced |
|
| 239 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| $479M | +$12.6M | 2 | 4.38% | Increased |
|
| 240 |
Sculptor Capital
New York
| $478M | -$27M | 6 | 1.39% | Reduced |
|
| 241 |
Royce & Associates
New York
| $478M | -$71.8M | 27 | 2.02% | Reduced |
|
| 242 |
EPCM
Eton Park Capital Management
New York
| $478M | +$251M | 2 | 11.54% | Increased |
|
| 243 |
Aperio Group
Sausalito,
California
| $477M | +$47.9M | 53 | 4.92% | Increased |
|
| 244 |
Korea Investment Corp
Seoul,
South Korea
| $474M | -$48.2M | 24 | 4.04% | Reduced |
|
| 245 |
Calamos Advisors
Naperville,
Illinois
| $470M | +$78M | 15 | 2.9% | Increased |
|
| 246 |
Glenview Capital Management
New York
| $468M | +$14.7M | 2 | 1.85% | Increased |
|
| 247 |
Elliott Management
New York
| $459M | +$304M | 2 | 6.44% | Increased |
|
| 248 |
Fundsmith LLP
London,
United Kingdom
| $459M | +$371K | 2 | 14.45% | Increased |
|
| 249 |
CS
Cisco Systems
San Jose,
California
| $457M | -$24M | 1 | 99.49% | Reduced |
|
| 250 |
Bahl & Gaynor
Cincinnati,
Ohio
| $456M | +$2.03M | 14 | 6.12% | Increased |
|