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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
DnB Asset Management
DnB Asset Management
Norway
$859M -$39.3M 28 10.13% Reduced
227
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$855M -$708K 3 8.28% Reduced
228
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$851M -$11.7M 27 7.53% Reduced
229
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$850M -$170M 32 7.5% Reduced
230
CCM
Cantillon Capital Management
New York
$846M -$23.2M 3 9.11% Reduced
231
DSM Capital Partners
DSM Capital Partners
Florida
$834M -$123M 3 12.71% Reduced
232
SC
Sageview Capital
Connecticut
$827M +$737M 1 99.4% New
233
Sachem Head Capital Management
Sachem Head Capital Management
New York
$813M -$250M 5 29.86% Reduced
234
SCM
Suvretta Capital Management
New York
$805M -$72.7M 2 21.34% Reduced
235
EC
Eminence Capital
New York
$795M -$248M 4 10.84% Reduced
236
Royal London Asset Management
Royal London Asset Management
United Kingdom
$791M +$781M 27 7.95% New
237
KeyBank National Association
KeyBank National Association
Ohio
$789M +$7.87M 37 4.6% Increased
238
Nomura Asset Management
Nomura Asset Management
Japan
$758M +$21.7M 33 7.87% Increased
239
SIG
Senator Investment Group
New York
$746M +$109M 4 7.41% Increased
240
WP
Warburg Pincus
New York
$745M +$664M 1 12.25% New
241
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$742M -$16M 4 5.46% Reduced
242
Wasatch Advisors
Wasatch Advisors
Utah
$741M +$143M 19 8.92% Increased
243
Comerica Bank
Comerica Bank
Texas
$737M -$8.27M 71 5.15% Reduced
244
Balyasny Asset Management
Balyasny Asset Management
Illinois
$736M -$51.4M 55 3.34% Reduced
245
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$728M +$43M 28 4% Increased
246
Martingale Asset Management
Martingale Asset Management
Massachusetts
$722M +$4.73M 40 8.88% Increased
247
DFO
Duquesne Family Office
New York
$713M +$144M 7 34.43% Increased
248
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$713M -$3.23M 34 5.63% Reduced
249
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$713M +$441M 48 7.37% Increased
250
MSL
Mackay Shields LLC
New York
$708M +$54.7M 38 4.9% Increased
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