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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
Flossbach Von Storch
Flossbach Von Storch
Germany
$717M +$257M 7 8.17% Increased
227
Polar Capital
Polar Capital
United Kingdom
$711M -$10.1M 22 9.57% Reduced
228
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$711M +$1.67M 23 6.37% Increased
229
GGHC
Gilder Gagnon Howe & Co
New York
$696M +$50.5M 24 10.28% Increased
230
TCM
Tybourne Capital Management
Hong Kong
$695M +$185M 2 31.05% Increased
231
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$693M +$6.74M 3 6.57% Increased
232
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$688M +$42.6M 36 5.47% Increased
233
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$679M +$419M 13 8.23% Increased
234
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$679M +$264M 53 0.3% Increased
235
KeyBank National Association
KeyBank National Association
Ohio
$675M -$8.98M 30 4.04% Reduced
236
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$675M -$5.64M 20 8.35% Reduced
237
Westwood Holdings Group
Westwood Holdings Group
Texas
$665M -$51.2M 12 5.42% Reduced
238
Soroban Capital Partners
Soroban Capital Partners
New York
$659M +$54.3M 2 2.57% Increased
239
BCM
Bares Capital Management
Texas
$644M -$9.66M 6 28.68% Reduced
240
CCM
Cantillon Capital Management
New York
$641M -$26.9M 3 8% Reduced
241
DnB Asset Management
DnB Asset Management
Norway
$632M +$145M 25 9.21% Increased
242
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$630M +$8.25M 27 12.51% Increased
243
Sculptor Capital
Sculptor Capital
New York
$627M -$31.2M 3 3.32% Reduced
244
Scharf Investments
Scharf Investments
California
$623M -$128M 3 14.63% Reduced
245
Lyrical Asset Management
Lyrical Asset Management
New York
$623M +$26.1M 2 8.77% Increased
246
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$622M -$17M 33 4.7% Reduced
247
KBC Group
KBC Group
Belgium
$620M -$12.2M 38 5.99% Reduced
248
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$618M +$7.64M 39 5.47% Increased
249
Causeway Capital Management
Causeway Capital Management
California
$615M +$7.64M 3 7.62% Increased
250
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$612M +$90.1M 27 4.02% Increased